Goldman Sachs lowered its global smartphone shipment forecasts by 4% for 2026 and 3% for 2027, to 1.14 billion units and 1.17 billion units, respectively, according to 36Kr. The revised outlook implies shipments will fall 10% year on year in 2026 and rise 3% in 2027.
Previously, Goldman Sachs had forecast a 6% year-on-year decline in 2026 shipments and 2% growth in 2027. It also projected 2028 smartphone shipments at 1.18 billion units, up 1% from 2027.
Goldman Sachs attributed the softer outlook mainly to rising memory chip costs, saying surging AI-related demand has tightened chip supply and led major memory makers to shift more capacity toward serving the AI industry, worsening shortages for consumer electronics.
Goldman Sachs Cuts Global Smartphone Shipment Forecasts to 1.14B in 2026 and 1.17B in 2027
2026-06-22 06:44:31
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