Southeast Asia Smartphone Shipments Fall 23% in 2Q26 to Lowest Since 2014

Industry
โดย Business Wire·ASEAN·Read original
Summary · why it matters

Southeast Asia's smartphone market declined 23% year-on-year in 2Q26, with shipments falling to 19.3 million units, the lowest quarterly level since 2014, according to Omdia. Despite the sharp decline in shipments, market value proved more resilient, reaching $6.6 billion as average selling prices rose 31% year-on-year to $342. Among the top five vendors, Samsung gained market share despite raising prices, while Xiaomi posted the second-largest ASP increase at 43.5%, and OPPO saw the steepest shipment decline at 41%. The sub-$100 segment accounted for most of the market decline, with much of that volume leaving the market altogether rather than moving upwards. Omdia forecasts smartphone shipments in the region will fall 25% year-on-year to 75.3 million units in 2026, the steepest annual contraction in at least seven years, as rising device prices and memory cost pressures weigh on volumes.

Impact on stocks 3

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

Xiaomi's shipments decline as regional smartphone demand falls 23% YoY, despite ASP increase.

Artificial Intelligence▲ · 1 stocks
Communication Services▲ · 1 stocks

Off-coverage companies 1

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

OPPO sees steepest shipment decline at 41%, hit by weak regional demand.

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