{"id":644656,"date":"2026-07-31T22:00:00","date_gmt":"2026-07-31T22:00:00","guid":{"rendered":"https:\/\/buglecall.org\/?p=644656"},"modified":"2026-07-31T22:00:00","modified_gmt":"2026-07-31T22:00:00","slug":"memory-chip-crunch-hits-smartphone-demand-across-china-3","status":"publish","type":"post","link":"https:\/\/buglecall.org\/?p=644656","title":{"rendered":"Memory-Chip Crunch Hits Smartphone Demand Across China"},"content":{"rendered":"

Memory-Chip Crunch Hits Smartphone Demand Across China <\/span><\/p>\n

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Prices for electronic devices reliant on advanced memory chips, from smartphones to gaming consoles<\/a>, have risen as the AI data-center buildout tightens supply and drives component costs higher. The resulting memory-chip crunch is now weighing on consumer demand, with Goldman\u2019s latest note showing that the pressure is increasingly visible in China\u2019s handheld-device market.<\/p>\n

Goldman analyst Allen Chang, who focuses on everything from smartphones to semiconductors, AI, EVs, and robotaxis, cited new data on Friday showing that China\u2019s smartphone shipments fell 17% from a year earlier and 36% from May, to 17 million units in June.<\/strong><\/p>\n

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Second-quarter shipments totaled 69 million units, little changed from the previous quarter and a year earlier but above Goldman’s 59 million estimate. Chang expects full-year 2026 shipments to decline 10%.<\/strong><\/p>\n

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June 5G shipments fell 12% year over year to 16 million units, representing 85% of the market.<\/p>\n

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“We expect 2026 shipments to decline at 10% YoY, given rising memory cost weighing on demand<\/strong>,” Chang wrote in the report.<\/p>\n

Chang noted that the average number of cameras per handset declined to 2.9 this year, down from a 2022 peak of 3.8, while the share of cameras with resolutions of at least 20 megapixels increased to 66% of the total, up from 57% in 2025.<\/p>\n

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Model pricing for various foldable smartphone brands<\/strong><\/p>\n

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Smartphone model launch pipeline<\/strong><\/p>\n

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Professional subscribers<\/a> can read more about the memory chip market, data center buildouts, and smartphones at our new <\/em>Marketdesk.ai<\/a> portal.<\/em><\/p>\n<\/div>\n

Tyler Durden<\/a><\/span>
\nFri, 07\/31\/2026 – 18:00<\/span><\/p>","protected":false},"excerpt":{"rendered":"

Memory-Chip Crunch Hits Smartphone Demand Across China Prices for electronic devices reliant on advanced memory chips, from smartphones to gaming consoles, have risen as the AI data-center buildout tightens supply and drives component costs higher. The resulting memory-chip crunch is now weighing on consumer demand, with Goldman\u2019s latest note showing that the pressure is increasingly… Continue reading Memory-Chip Crunch Hits Smartphone Demand Across China<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":644633,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":[],"rop_publish_now_history":[],"rop_publish_now_status":"pending","footnotes":""},"categories":[17,22,13],"tags":[],"class_list":["post-644656","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-border-security","category-immigration","category-immigration-reform","entry"],"_links":{"self":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/posts\/644656","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=644656"}],"version-history":[{"count":0,"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/posts\/644656\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/media\/644633"}],"wp:attachment":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=644656"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=644656"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=644656"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}