Apple and Samsung benefit as memory shortage pushes smartphone shipments to historic lows
Global smartphone shipments have hit their lowest second-quarter levels since 2013, largely due to rising memory chip costs. Manufacturers are prioritizing AI-related hardware, which has driven up prices for consumer devices and dampened market demand.
Why it matters
The shift in semiconductor allocation toward AI is creating supply chain bottlenecks that negatively impact the affordability and availability of consumer electronics.
RAMpocalypse continues Apple and Samsung benefit as memory shortage pushes smartphone shipments to historic lows The biggest smartphone makers keep on trucking in the face of component shortages and economic uncertainty.
The report relies on market data from Counterpoint and Omdia to explain economic trends without political framing.
Get smarter about the news
Sign up free for a feed built around what you actually care about, Dive Deeper research on any story, and the full text of every article.
Create free accountAlready have an account? Sign in