Counterpoint Research
Memory Costs Drive 17% Decline in AI IoT Module Shipments
AI-embedded IoT module shipments fell 17% in Q1 2026 due to rising memory costs, ending a period of steady growth.
Q1 Smartphone Shipments Fall 6% as Memory Crunch and Middle East Tensions Weigh on Market
Global smartphone shipments fell 6% in Q1 2026, driven by a memory component shortage and weak consumer confidence. Apple was the only top-five vendor to grow its market share.
Apple Leads Global Smartphone Market for First Time in Q1 as Memory Shortage Cuts Shipments 6%
Global smartphone shipments dropped 6% in Q1 2026 as memory shortages and weak consumer demand weighed on the market. Apple led for the first time with 21% share, while Samsung slipped to second.
Global Cellular IoT Module Shipments Rise 15% in 2025, Driven by Smart Meters and Automotive Demand
Global cellular IoT module shipments grew 15% year-on-year in 2025, led by smart meters, PoS terminals, and automotive demand, Counterpoint Research reported.