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      <title>The Memory Crisis Is Splitting the Smartphone Market Into Two</title>
      <link>https://it-news.uk/posts/smartphone-market-split-memory-crisis-idc-q2-2026/</link>
      <pubDate>Tue, 14 Jul 2026 00:00:00 +0800</pubDate>
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      <description>&lt;p&gt;Global smartphone shipments fell to 277.5 million units in the second quarter of 2026 — a 6.7% year-over-year decline and the second consecutive quarterly drop, according to preliminary data from IDC&amp;rsquo;s Quarterly Mobile Phone Tracker released Tuesday.&lt;/p&gt;&#xA;&lt;p&gt;Memory costs are the root cause. DRAM and NAND prices have climbed nearly 300% compared to a year ago, and in low-end devices, memory now accounts for more than 65% of the total bill of materials. That math doesn&amp;rsquo;t work for brands that depend on volume.&lt;/p&gt;&#xA;&lt;p&gt;&amp;ldquo;It completely confirms what we predicted — this downturn is not uniform across the market,&amp;rdquo; said Nabila Popal, IDC&amp;rsquo;s senior research director for global consumer devices. &amp;ldquo;The memory crisis is benefiting premium brands and crushing vendors that rely on low-end models.&amp;rdquo;&lt;/p&gt;&#xA;&lt;p&gt;The result is a market splitting into two distinct tiers.&lt;/p&gt;</description>
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