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Counterpoint: Q3 2026 Global Smartphone ASP Reaches Record High, Apple Revenue Exceeds Previous Peaks | KuCoin

Global smartphone revenue rose modestly in Q3 2026 despite falling shipments, led by higher ASPs and premium models; Apple, Samsung, and Xiaomi dominate with varying ASP-driven gains, while OPPO and vivo suffer revenue declines amid shifting product mixes and cost pressures. Projections suggest continued ASP growth and slower shipments into 2027, with margins under pressure.

Apple closes the gap to Samsung: Smartphone market hits record slump › Macerkopf

Translated title. Original: Apple rückt an Samsung heran: Smartphone-Markt erlebt Rekordeinbruch › Macerkopf

The global smartphone market fell to a record low in Q3 2026, with a 22% YoY decline to 255.3 million units. Samsung leads narrowly over Apple, while Chinese brands face the steepest drops amid higher memory costs and chip shortages; Apple remains relatively resilient. New iPhone 18 series launches are planned for late 2026/early 2027.

The week in telecom: Samsung rethinks phone range after Q3 loss; Mistral and Cohere mount AI challenge with telco backing - Telecompaper

Samsung posts a Q3 loss in devices, while telecom operators benefit from higher handset prices; MediaTek and ZTE pivot to new products, and AI challengers Mistral and Cohere gain momentum with backing from telcos such as Orange and BCE.

RAM shortage: the smartphone market plunges by 20%, even Samsung and Apple are declining

Translated title. Original: Pénurie de RAM : le marché des smartphones plonge de 20 %, même Samsung et Apple reculent

Smartphone shipments plunged 20% year over year in Q3 2026, the weakest in over a decade, while prices rose ~20%. Samsung and Apple still lead with 45% share but are shrinking, as Android shipments fall more than iOS; IDC expects 2026 shipments to drop and overall market value to grow due to higher prices, with mid- to low-end players most affected by rising memory costs and AI data-center demand driving component prices.

U.S. DeepSeek AI Ban and International Relations - The China-Global South Project

Huawei’s African smartphone share trails rivals like Transsion, while US pressure affects its product launches; the Africa telecom market remains competitive with Transsion holding a majority smartphone share.

Apple and Samsung have achieved with their smartphones what nobody expected.

Translated title. Original: Apple und Samsung haben mit ihren Smartphones geschafft, womit gerade niemand gerechnet hat

Samsung and Apple expand their market leadership amid a sharp smartphone market downturn caused by component shortages and higher costs, while several rivals fall behind as prices rise and demand shifts toward premium models.

Apple gains ground, but the iPhone 18 Pro and the iPhone Duo are already facing difficulties

Translated title. Original: Apple gagne du terrain, mais l’iPhone 18 Pro et l’iPhone Duo rencontrent déjà des difficultés

GF Securities forecasts a modest 2026 increase for Apple and a stable Samsung, with Apple maintaining lead and sharing rising to 24%. The broader smartphone market is expected to shrink about 14% to 1.08 billion units in 2026 as memory prices drive higher costs and reduced volumes.

The cheapest cell phones, in danger: the unexpected crisis unleashed by the AI boom

Translated title. Original: Los celulares más baratos, en peligro: la crisis inesperada que desató el boom de la inteligencia artificial

The article reports a sharp drop in global smartphone shipments in Q3 2026 due to memory shortages and rising AI-related component costs, with prices rising and manufacturers adjusting portfolios and production. It highlights price increases, strategic changes at Apple and Qualcomm, and substantial declines for Chinese brands like Xiaomi, OPPO, and vivo as they respond to tighter margins.

Apple gains market share in China despite weakening smartphone market › Macerkopf

Translated title. Original: Apple gewinnt in China Marktanteile trotz schwächelndem Smartphone-Markt › Macerkopf

Apple gained market share in China amid a shrinking smartphone market, reaching 19.5% thanks to the iPhone 18 Pro launch, while Huawei led at 21.3%; overall shipments fell, with IDC predicting a larger market decline.

Apple gains ground in China as smartphone shipments hit 14-year low in Q3 - 9to5Mac

Apple gains smartphone market share in China amid a broader downturn; Counterpoint notes China shipments at a 14-year low with Apple second behind Huawei, driven by the iPhone 18 Pro launch, while rising prices push consumers toward promotions or refurbished devices.