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Smartphone demand weakened across major Asian markets in Q1, with supply and pricing pressures weighing on shipments. In China, overall shipments fell 4% year over year, driven partly by memory component shortages, but Huawei bucked the trend with 2% growth to reclaim about 20% market share. Apple also gained, with iPhone shipments up 20% for a 19% share, highlighting a more polarized market favoring top brands. In India, shipments dropped 3% to a six-year low as broad price hikes—around 15% across more than 80 models—dampened consumer upgrades.
三星停止在华销售家电产品：含电视、显示器等
三星电子决定在中国大陆市场停止销售含电视、显示器在内的所有家电产品
Ivan Lam / Counterpoint Research : China's smartphone shipments declined 4% YoY in Q1 amid memory shortages; Huawei's shipments grew 2% YoY for a 20% market share, iPhone grew 20% for a 19% share — Ivan is a Senior Research Analyst at Counterpoint Research, based in Hong Kong. He has more than 15 years of experience, with a major focus on mobile and network devices.
Abhinav Parmar / Reuters : Counterpoint: India's smartphone shipments fell 3% YoY in Q1 2026, a six-year low, as price hikes weigh on sales; 80+ smartphone models saw price hikes of ~15% — India's smartphone shipments fell 3% year-on-year in the first quarter of 2026, marking their weakest quarterly performance …