
Global smartphone industry, 1Q 2026
Estimated 2Q26 Chinese enterprise smartphone shipments to decrease by 17.8% YoY; Smartphone shipments in the Chinese market will decrease by 5.4% YoY
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Estimated 2Q26 Chinese enterprise smartphone shipments to decrease by 17.8% YoY; Smartphone shipments in the Chinese market will decrease by 5.4% YoY

Lightweight and affordable smart glasses are gradually becoming popular, with related brands and third-party developers integrating AI agents onto the mobile devices.

Chinese smartphone brands' shipments in the second quarter of 2026 will decrease by 17.8% year-on-year. Smartphone shipments in the Chinese market will decline by 5.4% year-on-year.

Global smartphone shipments reached 338.5 million units in the fourth quarter of 2025, with an estimated year-over-year decrease of 4.2% in the first quarter of 2026.

Smartphone shipments by Chinese brands are estimated to decrease by 8.2% year-on-year in the first quarter of 2026; smartphone shipments in the Chinese market will decrease by 6.5% year-on-year.

Due to the sharp rise in memory prices, the global smartphone shipment growth rate in 2026 is estimated to turn from positive to negative.

Global smartphone shipments reached 299.5 million units in the third quarter of 2025. It is estimated that the fourth quarter of 2025 will only see a year-on-year increase of 0.1%.

Suffering from slow AI application development, Apple relies on the entry-level model to boost its iPhone 17 series shipments.

The global smartphone shipment volume from 2025 to 2030 is estimated to record a compound annual growth rate (CAGR) of 3.06%.

Smartphone shipments in the Chinese market reached 66.6 million units in the third quarter of 2025, and are projected to grow 15.4% quarter-on-quarter in the fourth quarter.