Breaking news

Global Smartphone Market Up 1% In Q1 2026 As Memory Costs Surge 90%

Strong Growth Despite Cost Challenges

Global smartphone shipments increased by 1% year-on-year in the first quarter of 2026, according to Omdia. Growth was supported in part by vendor inventory frontloading, which offset the impact of rising component costs. Analysts said the increase reflects short-term supply dynamics rather than sustained demand strength.

Rising Component Costs And Margin Pressure

Memory and storage costs increased significantly during the quarter, with mobile DRAM and NAND prices rising by approximately 90% quarter-on-quarter. Omdia projects a further 30% increase in the next quarter. Higher component costs raised the bill of materials for manufacturers, putting pressure on margins. Vendors responded by adjusting device configurations, reducing promotions, and tightening channel pricing.

Competitive Landscape And Vendor Strategies

Samsung regained the leading global position, supported by strong flagship demand and more than 10% growth in pre-orders for the Galaxy S26 series. The increase occurred despite delays in mid-range product updates. Apple maintained stable performance with the iPhone 17 series, holding pricing levels amid regional supply disruptions. Android vendors faced pressure on both shipments and margins, particularly in entry and mid-tier segments. Companies, including Xiaomi and TRANSSION, remain exposed due to lower margins and limited pricing flexibility. Larger brands are focusing on portfolio optimization, selective launches, and higher-value products.

Supply Chain Concerns And Market Outlook

Early data indicate that logistics disruptions and trade flow constraints are affecting supply chains. These factors add pressure to production planning and distribution. Analysts said continued cost increases may weaken demand as consumers delay purchases. Financing options and trade-in programs are increasingly used to support sales. Omdia expects global smartphone shipments to decline by around 1.5% in 2026.

Conclusion

First-quarter data show continued growth in shipments alongside rising cost pressures. Component price increases and supply chain disruptions remain key risks for the sector. Vendors are expected to focus on margin protection, portfolio control, and pricing discipline as market conditions remain uncertain.

Google Sets New Android App Rules To Cut Memory Use

Google is introducing new quality requirements for Android apps as developers face tighter constraints on device memory and broader hardware supply pressures.

The company announced two new requirements this week. One focuses on reducing apps’ memory use and improving code efficiency, while the other requires apps to restore users’ sign-in status when they move to a new Android device.

Google Sets New Memory Performance Rules

Google said the mobile industry is facing “significant hardware supply constraints that are altering device memory availability,” which could affect app performance and the user experience.

Under the new rules, developers will need to meet thresholds covering areas including dynamic memory and bitmap usage. Additional code optimisation requirements are designed to reduce slowdowns and crashes linked to excessive resource use.

Google is also rolling out tools that alert developers when their apps exceed the new limits. More diagnostic features are planned later this year, including deeper analysis through Android’s Memory Limiter, which restricts excessive memory use.

Developers have until February 2027 to comply with the new standards, according to Google’s Android Developer documentation.

Zero-Tap Sign-In Requirement Starts In 2027

A separate requirement will apply to all apps distributed through Google Play. By April 2027, apps that use optional or mandatory sign-ins must automatically restore a user’s sign-in state when they move between Android devices.

The feature will rely on Android’s Restore Credentials API, which is designed to transfer sign-in credentials during device migration without requiring users to log in again.

Google said the new standards are intended to help developers maintain app performance and simplify device transitions as device specifications and memory availability change.

The Future Forbes Realty Global Properties
Aretilaw firm
Uol
eCredo

Become a Speaker

Become a Speaker

Become a Partner

Subscribe for our weekly newsletter