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February 11, 2026 08:00 ET | Source: TrendForce Corp.

Memory Price Surge Intensifies Retail Pricing Pressure, Putting Global Smartphone Production at Risk of a Sharp Decline in 2026, says TrendForce

TrendForce forecasts 2026 smartphone output to fall 10% YoY due to soaring memory prices, with a downside risk of a 15%+ decline in a bear-case scenario.