Global smartphone shipments fell 6% in second quarter of 2026, Omdia reports

Industry
โดย Omdia·Read original
Summary · why it matters

Global smartphone shipments fell 6% year on year to 272.0 million units in the second quarter of 2026, according to research firm Omdia. Samsung retained the top spot with 60.5 million units shipped, up 5%, while Apple posted its strongest-ever second quarter with 55.1 million units, a 23% increase. Xiaomi, OPPO and vivo all recorded double-digit declines, with Xiaomi down 26% to 31.2 million units, OPPO down 17% to 28.4 million, and vivo down 18% to 21.5 million. Persistently high memory prices disrupted supply and increased component costs, forcing vendors to prioritize margins and average selling prices over shipment volumes. Omdia expects the market to remain under pressure through the rest of 2026, with a broad volume recovery unlikely until component costs ease.

Impact on stocks 4

Artificial Intelligence▲ · 2 stocks
Samsung Electronics Co Ltd
005930
▲ PositiveDemandrelevance

Samsung retained top spot with 60.5 million units shipped, up 5% year on year, outperforming the declining market.

Apple Inc.
AAPL
▲ PositiveDemandrelevance

Apple posted its strongest-ever second quarter with 55.1 million units shipped, a 23% increase, bucking the overall market decline.

Electrification & Mobility▼ · 1 stocks
Xiaomi Corp
1810
▼ NegativeDemandrelevance

Xiaomi shipments fell 26% to 31.2 million units, a double-digit decline amid high memory prices and market pressure.

Communication Services▲ · 1 stocks

Off-coverage companies 2

OPPO (Guangdong Oppo Mobile Telecommunications Corp.)Private▼ Negative
Demandrelevance

OPPO shipments fell 17% to 28.4 million units, a double-digit decline amid high memory prices and market pressure.

vivo Mobile Communication Co., Ltd.Private▼ Negative
Demandrelevance

vivo shipments fell 18% to 21.5 million units, a double-digit decline amid high memory prices and market pressure.

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