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Counterpoint Research reports that global AI glasses shipments grew 263% year over year in the first half of 2026, driven largely by cheaper display-less models like Ray-Ban Meta AI Glasses, which made up 96% of all shipments. Meta captured 94% of that display-less segment, while AR-enabled glasses, though still a small niche, saw shipments jump 449% year over year, led by Rokid ahead of Meta.
Counterpoint Research reports that worldwide smartwatch shipments declined 4% year-over-year in the second quarter of 2026, as consumers kept existing devices longer rather than upgrading. Huawei topped the market in total shipments, while Apple posted the strongest growth rate among the five leading brands. Counterpoint projects only 1% shipment growth for the full year.
A global memory chip shortage is pushing smaller device makers like Fairphone, Jolla, and Framework to rethink product design, order chips months ahead, and test incoming shipments for counterfeits. Fairphone's CEO says memory now accounts for nearly 60% of the bill of materials on its roughly $400 phones, while SK Hynix's chief has warned the shortage could persist until 2030, peaking in severity around 2027.
Bloomberg's Mark Gurman predicts that foldable phones, currently just 2% of the global smartphone market, will become the majority of new phone sales within ten years. He suggests Apple could eventually extend the format across its lineup, from a larger iPhone Duo Max down to a foldable iPhone SE as manufacturing costs decrease.
Counterpoint Research forecasts that Apple will secure a 27% share of foldable smartphone panel shipments in 2026, the year its iPhone Duo debuts, trailing Samsung's 33% but edging out Huawei's 25%. By 2030, Apple's shipments are projected to jump 167% from their partial-year 2026 base, pushing its share to 42% while Samsung and Huawei both lose ground.
Apple debuted its first foldable phone, the iPhone Duo, at its Cupertino event, marking the first flagship product launched under new CEO John Ternus. The device uses a wide-format design rather than the narrow vertical slab seen in early foldables, allowing better video viewing when unfolded, and can also be used vertically like a smaller phone.
Counterpoint Research's Q2 2026 report found global smartwatch shipments fell 4% year over year, even as Apple, Huawei and Garmin posted gains. Apple grew 14% to capture a 20.1% share, trailing only Huawei's 21.8% share, with the Watch Series 11 and Watch SE 3 driving over 80% of Apple's volume. Huawei's growth was concentrated in China, which made up about 80% of its shipments.
Xiaomi released the Xiaomi 18 Fold and Huawei unveiled the Mate XT2 trifold this week, both timed just ahead of Apple's Wednesday event where the company is expected to reveal its first foldable iPhone under CEO John Ternus. Analysts say the Chinese manufacturers are trying to lock in buyers before Apple enters the foldable market.
Counterpoint Research projects global foldable phone shipments will exceed 100 million units this year, with Apple entering the category via the iPhone Ultra and quickly capturing a quarter of the market—putting it second behind Samsung and ahead of Huawei. The firm expects Apple's share to climb to 40% the following year, surpassing Samsung. Separately, Xiaomi has launched its book-style 18 Fold in China just a day before Apple's own hardware event.
Counterpoint Research reports that global smartphone retail prices have risen 15% in 2026, driven by rising component and memory costs, but US prices have climbed only 5% on average. Price-sensitive markets like India, Asia Pacific, and the Middle East/Africa have seen much steeper increases of 16-21%, while Europe and China saw 7% and 10% hikes respectively.
Ahead of Apple's expected September 9 unveiling of its first foldable iPhone, research firm IDC forecasts the device will ship more than 10 million units within its debut year despite a rumored price around $2,500. The estimate aligns with a separate Counterpoint Research forecast projecting Apple will capture 25% of foldable smartphone shipments in 2026, as Samsung's share slips from 40% to 32%.
Counterpoint Research's Q2 2026 global market share report shows Samsung's $1,300 Galaxy S26 Ultra was the best-selling Android phone worldwide, ranking fourth overall behind three iPhone models. The base Galaxy S26 also made the top-ten list at ninth place, alongside three budget Galaxy A models.