Updated
Updated · 9to5Google · Aug 26
IDC Sees 2026 Smartphone Shipments Falling 16.7% as Higher Prices Persist Through 2028
Updated
Updated · 9to5Google · Aug 26

IDC Sees 2026 Smartphone Shipments Falling 16.7% as Higher Prices Persist Through 2028

1 articles · Updated · 9to5Google · Aug 26

Summary

  • Global smartphone shipments are now forecast to drop 16.7% in 2026—about 200 million units worse year over year—deeper than IDC’s earlier roughly 14% decline estimate.
  • Memory costs are expected to keep rising through at least 2028, pushing vendors to a permanently higher cost structure and limiting average selling price declines to just 1%-2% annually after that.
  • The sub-$100 segment is taking the hardest hit: 173 million such phones shipped last year, but Q2 2026 volumes in that tier fell nearly 60% from a year earlier and are set to weaken further in the second half.
  • Premium models should hold up better, helped by interest-free financing in markets such as the US and UK, while emerging-market mass demand is projected to fall more than 20% this year.
  • IDC says Apple, Samsung and Huawei are best placed to benefit as the market becomes smaller in units, higher in value and more concentrated, with foldables a rare bright spot at 22.9 million units in 2026.

Insights

As AI data centers hoard global memory chips, is the era of the affordable budget smartphone officially dead?
With new budget phones vanishing, will the exploding refurbished market become the only lifeline for emerging economies?
Could the sudden death of the sub-$100 smartphone secretly be a massive victory for global e-waste reduction?