Embed Notice

HTML Code

<blockquote style="position: relative; padding-left: 55px;"><section><a href="https://hachyderm.io/users/thomasfuchs/statuses/116140334694501898">Thomas 🔭🕹️ (thomasfuchs@hachyderm.io)'s status on Friday, 27-Feb-2026 11:54:34 JST</a><a href="https://hachyderm.io/@thomasfuchs" title="thomasfuchs@hachyderm.io"><img src="https://gnusocial.jp/avatar/37337-48-20230103232337.webp" width="48" height="48" alt="Thomas 🔭🕹️" style="position: absolute; left: 0; top: 0;">Thomas 🔭🕹️</a></section><article><p>investors in companies like Apple, Google and Samsung are gonna love this</p></article><footer><a rel="bookmark" href="https://gnusocial.jp/conversation/6190184#notice-12198515">In conversation</a><time datetime="2026-02-27T11:54:34+09:00" title="Friday, 27-Feb-2026 11:54:34 JST">about 15 hours ago</time> <span>from <span><a href="https://hachyderm.io/@thomasfuchs/116140334694501898" rel="external" title="Sent from hachyderm.io via ActivityPub">hachyderm.io</a></span></span><a href="https://hachyderm.io/@thomasfuchs/116140334694501898">permalink</a><h4>Attachments</h4><ol><li><label><a rel="external" href="https://gnusocial.jp/attachment/5838650">(Bloomberg) -- The global smartphone market will contract 12.9% in
2026 because of the unprecedented memory chip shortage, marking "a
crisis like no other," according to researcher IDC.
The new forecast, a dramatic revision down from earlier estimates,
gives the latest accounting of the ongoing memory crunch that's
affecting every corner of the electronics industry. The demand for
advanced memory to power artificial intelligence tasks has drained
global supply until well into next year and now jeopardizes the business
model of many smartphone makers.
IDC now sees roughly 1.1 billion mobile shipments in 2026, down from
1.26 billion the prior year and erasing years of gradual gains.
Smartphone manufacturers are adapting to the elevated component
costs by reining in specifications, eliminating unprofitable entry-level
models and pushing consumers to buy more premium devices.
"The tariffs and pandemic crisis seem a joke compared to this,'
" said
IDC Senior Research Director Nabila Popal. "The smartphone market will
witness a seismic shift by the time this crisis is over - in size, average
selling prices and competitive landscape. We don't expect the situation
to ease up until mid-2027, at least."</a></label><br><a href="https://media.hachyderm.io/media_attachments/files/116/140/334/384/952/307/original/07e997d35f81dbee.jpeg" rel="external">https://media.hachyderm.io/media_attachments/files/116/140/334/384/952/307/original/07e997d35f81dbee.jpeg</a></li></ol></footer></blockquote>

Corresponding Notice

Embed this notice
Thomas 🔭🕹️ (thomasfuchs@hachyderm.io)'s status on Friday, 27-Feb-2026 11:54:34 JST Thomas 🔭🕹️
investors in companies like Apple, Google and Samsung are gonna love this
In conversationabout 15 hours ago from hachyderm.iopermalink
Attachments
1. (Bloomberg) -- The global smartphone market will contract 12.9% in 2026 because of the unprecedented memory chip shortage, marking "a crisis like no other," according to researcher IDC. The new forecast, a dramatic revision down from earlier estimates, gives the latest accounting of the ongoing memory crunch that's affecting every corner of the electronics industry. The demand for advanced memory to power artificial intelligence tasks has drained global supply until well into next year and now jeopardizes the business model of many smartphone makers. IDC now sees roughly 1.1 billion mobile shipments in 2026, down from 1.26 billion the prior year and erasing years of gradual gains. Smartphone manufacturers are adapting to the elevated component costs by reining in specifications, eliminating unprofitable entry-level models and pushing consumers to buy more premium devices. "The tariffs and pandemic crisis seem a joke compared to this,' " said IDC Senior Research Director Nabila Popal. "The smartphone market will witness a seismic shift by the time this crisis is over - in size, average selling prices and competitive landscape. We don't expect the situation to ease up until mid-2027, at least."
  https://media.hachyderm.io/media_attachments/files/116/140/334/384/952/307/original/07e997d35f81dbee.jpeg

Public

Embed Notice

HTML Code

Corresponding Notice