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Posts tagged #Counterpoint Research

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Smartphones & Tablets

Fewer Phones, Pricier Seats: The Great Device Repricing of 2026

Aug 17, 2026 7 min read

A memory-driven supply crisis is compressing global smartphone and tablet volumes to a 13-year low w...

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Smartphones & Tablets

The $550 Handset: How the Memory Crisis Engineered the Smartphone Market's Worst Year on Record

Aug 16, 2026 7 min read

A memory shortage diverted to AI data centers, stacked on a 7% effective tariff regime, has driven g...

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Smartphones & Tablets

Fewer Phones, Fatter Margins: The Smartphone Industry's Vintage-Year Gamble

Aug 11, 2026 6 min read

Global smartphone shipments slumped 11% in Q2 2026 while revenue rose 7%, and this week's record Gal...

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