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In its latest projection for the smartphone marketplace adjacent year, the steadfast has downgraded its forecast from a antecedently expected 0.45% growth, citing a representation shortage that has pushed constituent costs up 10% to 25%. Chinese brands similar Honor and Oppo are said to look greater unit owed to little nett margins, peculiarly successful the entry-level conception wherever costs person jumped 20% to 30% since aboriginal 2025.
"Apple and Samsung are best-positioned to upwind the adjacent fewer quarters," said Counterpoint elder expert Yang Wang. "But it volition beryllium pugnacious for others that don't person arsenic overmuch wiggle country to negociate marketplace stock versus nett margins."
The representation crunch is being caused by spot manufacturers prioritizing precocious representation for AI servers implicit basal DRAM utilized successful smartphones. The displacement has already created proviso constraints, and Counterpoint expects they volition persist done 2026.
Based connected the data, Counterpoint says mean smartphone prices could emergence 6.9% globally adjacent twelvemonth arsenic manufacturers walk costs to consumers oregon propulsion buyers toward premium models. Some brands whitethorn downgrade different specs similar cameras oregon vessel devices with little representation to offset the impact, but yet Apple's proviso concatenation clout and immense currency reserves are expected to shield it from these much utmost compromises. Analysts expect Apple to sorb higher DRAM costs successful the abbreviated word without instantly adjusting retail prices.
Tag: Counterpoint
This article, "Apple Best Positioned to Weather DRAM Price Surge, Says Counterpoint" archetypal appeared connected MacRumors.com
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