China smartphone shipments decline as memory costs rise
Tekedia Capital analysis flagged a fifth straight quarterly decline in China smartphone shipments in Q2 2026 as AI-driven memory costs lifted handset prices.
IDC data showed shipments fell 4.3% to 66 million units; first-half volumes dropped 4.2% year-on-year.
Rising DRAM and NAND prices tightened supply as chipmakers prioritized higher-margin AI server demand, pressuring smartphone production economics.
Huawei led with 22.6% share; shipments rose 19.4%. Apple ranked second at 18.1%; shipments climbed 24.4%.
Android vendors weakened as price increases hit demand; Xiaomi shipments fell 21.7%, Oppo dropped 9.7%, Vivo declined 11.4%.
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