Global Smartphones: Shipments at -10%/ +3%/ +1% YoY in 2026-28E: High memory costs weigh on demand; product mix upgrade continues
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- Global Smartphones: Shipments at -10%/ +3%/ +1% YoY in 2026-28E: High memory costs weigh on demand; product mix upgrade
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Report Summary
Global Smartphones: Shipments at -10%/ +3%/ +1% YoY in 2026-28E: High memory costs weigh on demand; product mix upgrade continues We cut our smartphone TAM for 2026E / 27E to reflect our global technology Allen Chang analysts’ latest estimate changes, with high memory prices continuing to weigh on [email protected]
Key Takeaways
- 4% 300,000 5%
- 10% 100,000 -5%
- 4% / -3% to 1.14bn / 1.17bn in 2026-27E, and introduce our 2028 estimates at 1.18bn.
- 6%/ 5.9% in 2026E-27E (vs. 3.4%/ 4.1% previously), and introduce 2028E foldable
- , growing at an 8% CAGR.
- 1% -4% Revenus by vendor 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26E 3Q26E 4Q26E 2023 2024 2025 2026E 2027E 2028E
Why This Report Matters
Goldman Sachs's 12-page analysis on "Global Smartphones: Shipments at -10%/ +3%/ +1% YoY in 2026-28E: High memory costs weigh on demand; " provides institutional-grade insights for investors and professionals seeking to understand current market dynamics and investment implications in this space.
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