Omdia: Global Smartphone Market Shrinks 20% in 3Q26 as Memory Crisis Reshapes Competition
Omdia, a research unit of Informa TechTarget (Nasdaq: TTGT), estimates global smartphone shipments fell 20% year on year in 3Q26 — the weakest third quarter since 2013 — as memory and storage cost pressures constrain vendors. Samsung and Apple widened their lead, together taking 45% of shipments (up ~8pp YoY) at 23% and 22% share respectively, while Xiaomi (12%), OPPO (9%) and vivo (8%) lost ground.
Key figures
- Revenue Yoy
- -20%
- Oppo share
- 9%
- Vivo share
- 8%
- Apple share
- 22%
- Xiaomi share
- 12%
- Samsung share
- 23%
- Samsung apple combined share
- 45%, up ~8pp YoY
- Global smartphone shipment change 3q26
- -20% YoY
AI analysis
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AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.