Global smartphone shipments grew 1% year-on-year (YoY) in first-quarter 2026 to 298.5 million units, according to market research firm Omdia. The quarter was shaped by two opposing forces. Vendor-led front-loading (as Samsung, Apple, and others accelerated sell-in ahead of expected inflation in memory and component costs) supported momentum and contributed to performance exceeding initial industry expectations. However, macroeconomic headwinds continued to weigh on end-consumer demand. Persistent inflation has compressed household discretionary budgets, creating a widening gap between channel sell-in and underlying sell-out. This imbalance is expected to lead to a more pronounced correction in second-quarter 2026 and second-half 2026...
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