Apple narrows gap with Samsung as global smartphone shipments drop 22% in Q3 2026
IDC's preliminary Q3 2026 data shows global smartphone shipments fell 22% year-over-year, driven largely by a memory chip shortage that has pushed component costs up roughly 350% since last year. Samsung led with 57.8 million units shipped (22.6% share), just ahead of Apple's 57.3 million, as Apple's iPhone shipments fell only 4%—the smallest decline among top vendors—narrowing the gap to 500,000 units and 0.2 percentage points.
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IDC's Nabila Popal says the market has likely not yet bottomed out, suggesting further shipment declines and margin pressure across the industry as memory costs remain elevated even as their rate of increase slows. Apple's relative resilience compared to rivals like OPPO, which saw shipments drop 34.5%, could reflect its position in premium segments less exposed to component cost swings, though IDC does not explicitly attribute this to strategy.
- Global smartphone shipments fell a record 22% YoY in Q3 2026 amid a severe memory chip shortage.
- Samsung led with 57.8 million units shipped versus Apple's 57.3 million, a gap of just 0.2 percentage points.
- IDC warns the downturn may deepen further as component costs, especially memory, remain elevated.
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Published there as: “IDC: Apple closes in on Samsung as global smartphone shipments see record decline in Q3”
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