Overview
- TrendForce forecasts 2026 global smartphone production will fall about 10% to roughly 1.135 billion units.
- In a downside case tied to additional memory price increases, output could drop at least 15% to about 1.061 billion units.
- Contract prices for a mainstream 8GB RAM and 256GB storage configuration are reported to be nearly 200% higher than a year earlier.
- Memory’s share of handset costs has risen from a historical 10–15% to approximately 30–40%, materially lifting build costs.
- Manufacturers are raising retail prices and adjusting product configurations, and TrendForce expects these pressures to curb end‑market demand.