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Global smartphone shipments fall 20% in Q3 2026 amid memory chip shortage

Counterpoint Research reports worldwide smartphone shipments dropped 20% in the third quarter of 2026, the lowest level since 2012, as a shortage of DRAM and NAND chips pushed phone prices up roughly 20% this year. Samsung and Apple both gained market share—23% and 22% respectively—but each still saw shipments decline year-over-year, while Samsung raised Galaxy S26 prices by $100 and Apple's new iPhone 18 Pro line launched $100 higher than its predecessor.

Samsung foldable demand offsets memory shortage impact on shipments

Samsung is facing a broader memory chip shortage affecting device shipments industry-wide, but strong demand for its Galaxy Z Fold 8 foldable phone has helped the company maintain its position as a top smartphone shipper. The strength of this product lineup is credited with cushioning the company against the wider supply constraints.

PC shipments post historically weak Q3 2026, industry data shows

Market trackers reported that global PC shipments in the third quarter of 2026 were unusually low by historical standards. The specific figures and vendor breakdowns from the report were not detailed in the available material.

TrendForce forecasts 2027 laptop shipment decline, slower shift from China manufacturing

TrendForce's latest report projects global notebook shipments will fall by a low single-digit percentage in 2027, driven by weaker consumer demand rather than component shortages. The research firm also expects the share of notebook production outside China to shrink from 24% in 2025 to 21% in 2026, and potentially below 20% in 2027, as rising costs make offshore manufacturing less appealing. TrendForce notes that CPU, DRAM, and SSD prices currently make up about 68% of the bill-of-materials cost for a typical $900 notebook.

TrendForce forecasts up to high-single-digit drop in 2027 notebook shipments

TrendForce's latest industry report projects global notebook shipments will fall in 2027, with the decline ranging from low- to high-single-digit percentages depending on how brands handle rising component costs. The firm notes that CPU, DRAM, and SSD costs made up 68% of the bill of materials for a $900 mainstream notebook in Q3 2026, and that 2026 shipments were propped up by early purchasing and pulled-forward replacement demand that is unlikely to repeat.

Global PC shipments drop 20.1% in Q3 2026, IDC and Omdia report

IDC and Omdia both reported steep year-over-year declines in global PC shipments for Q3 2026. IDC recorded a 20.1 percent drop to 62.7 million units, down from 78.5 million a year earlier and 9.1 percent below Q2 2026's 68.2 million units. Omdia reported an even steeper 21.2 percent decline to 58.1 million devices, with desktop shipments down 23.5 percent and laptops down 20.6 percent.

Global PC shipments fall 20.1% in Q3 2026 amid memory shortage, IDC reports

IDC Global data shows worldwide PC shipments dropped 20.1% year-over-year in Q3 2026, a loss of 15.8 million units, and fell 9.1% from the prior quarter. The firm attributes this to a severe memory chip shortage driven by manufacturers shifting production toward AI data center components like HBM, which has pushed DDR5 memory prices up by as much as 500%.

Counterpoint: Apple's OLED MacBook Pro to drive 50% jump in premium laptop displays in 2026

Counterpoint Research forecasts that OLED notebook display shipments will rise 50% in 2026, partly driven by Apple's expected shift to OLED in next-generation MacBook Pro models. The firm projects advanced notebook displays overall will grow 11% even as the broader notebook display market shrinks 3%, with OLED's share of the advanced segment rising from 56% to 75% as MiniLED declines.

IDC: Global PC shipments drop 20% year-over-year in Q3 2026

IDC reported worldwide PC shipments of 62.7 million units in Q3 2026, down 9.1 percent from the previous quarter and 20.1 percent compared to Q3 2025. The firm attributed the decline to ongoing supply issues and elevated prices, following a similar downturn reported in July 2026.

Apple's Mac shipments fall 11% in Q3 but share rises to 9.5%, says IDC

IDC reports Apple shipped 5.9 million Macs in Q3 2026, down 11.3% year over year, while the global PC market dropped 20.1% to 62.7 million units. The steeper industry-wide decline pushed Apple's market share up from 8.5% to 9.5%, keeping it in fourth place behind Lenovo, HP and Dell.

Global smartwatch shipments drop 4% in Q2 2026 as Huawei leads, Apple grows fastest

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.

Apple projected to capture 27% of foldable panel shipments in 2026, report says

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.