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Apple’s iPhone is positioned to weather a looming smartphone memory price spike better than nearly any rival, even as industry forecasts point to softer sales in 2026.
iPhone 17 Pro Max
Counterpoint Research released a report on December 16, lowering its 2026 global smartphone shipment forecast. The report attributes this to significant price hikes in DRAM and NAND flash memory.
The revised forecast expects global smartphone shipments to fall about 2% year over year, reversing earlier expectations for modest growth. Memory costs are the primary driver, with Counterpoint pointing to supply tightness and aggressive pricing from memory vendors.
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