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Huawei Leads Q1 China Phone Market as Prices Rise and Global Sales Slip

Analysts warn a memory squeeze tied to AI is lifting prices, hurting demand.

Overview

  • Omdia reported China’s smartphone shipments reached 69.8 million in Q1 2026, down 1% year over year as rising memory costs pushed up device prices.
  • Huawei led with 13.9 million units and a 20% share, Apple followed at 13.1 million and 19%, and Samsung did not place in China’s top five.
  • Omdia said Xiaomi, Honor, Oppo, and Vivo raised prices on select models by 10% to 30%, which cooled buyer interest.
  • IDC said worldwide smartphone shipments fell 4.1% in Q1 2026 because a memory crunch limited supply and the war in Iran increased shipping and parts costs.
  • Omdia now projects China’s smartphone market could contract about 10% in 2026 if memory prices stay elevated.