Memory price surge to cut Chinese smartphone brands' 4Q26 shipments by over 35%

Rising memory prices are expected to push Chinese smartphone brands' shipments down more than 35% in the fourth quarter of 2026. New launches from Apple, Huawei, Oppo, Vivo and Xiaomi have failed to offset weakening demand, forcing vendors to adjust their product mix.

• Chinese brands' 4Q26 smartphone shipments to fall over 35%
• The drop is driven by surging memory prices
• New launches from Apple, Huawei, Oppo, Vivo and Xiaomi failed to lift demand
• Vendors are adjusting product mix in response