According to the latest report released by market research firm TrendForce in February 2026, global smartphone production this year is expected to decline by approximately 10% year-over-year to around 1.135 billion units. Analysts note that if market conditions deteriorate further, it is not possible to rule out the possibility that production declines could exceed 15%.
TrendForce identified a sharp rise in component costs (BOM) as the key factor behind the production decline. The proportion of memory costs within smartphones, which previously remained at around 10-15%, has surged to 30-40% recently, representing more than a doubling. In particular, the contract price for the mainstream configuration of '8GB RAM + 256GB storage' is reported to have surged by approximately 200% compared to the same period last year.
According to the latest report released by market research firm TrendForce in February 2026, global smartphone production this year is expected to decline by approximately 10% year-over-year to around 1.135 billion units. Analysts note that if market conditions deteriorate further, it is not possible to rule out the possibility that production declines could exceed 15%.
TrendForce identified a sharp rise in component costs (BOM) as the key factor behind the production decline. The proportion of memory costs within smartphones, which previously remained at around 10-15%, has surged to 30-40% recently, representing more than a doubling. In particular, the contract price for the mainstream configuration of '8GB RAM + 256GB storage' is reported to have surged by approximately 200% compared to the same period last year.
