The global smartphone market hit its lowest second-quarter shipment level since 2013, declining 11% year-over-year,...
The global smartphone market hit its lowest second-quarter shipment level since 2013, declining 11% year-over-year, according to Counterpoint Research reported by Ars Technica.
confidence score
Strong evidence: 14 independent source classes support this read.
AAPL has not made a large direction-matching 30-90 day move yet.
signal brief
The global smartphone market hit its lowest second-quarter shipment level since 2013, declining 11% year-over-year, according to Counterpoint Research reported by Ars Technica. The primary cause is a severe memory supply shortage as manufacturers prioritize DRAM and NAND for AI infrastructure, driving up costs. Apple, however, bucked the trend with 3% shipment growth, maintaining stable prices while rivals raised theirs. A separate Bloomberg report highlighted that Huawei and Apple benefited in China from the memory cost dynamics. This supply chain disruption underscores Apple's pricing power and supply chain resilience, but raises concerns for the broader smartphone ecosystem.
What the sources said:
- Ars Technica: "Smartphone shipments cratered 11 percent in the last quarter... lowest second-quarter level since 2013." Source
- Ars Technica: "Apple saw shipments grow by 3 percent last quarter—it managed to keep smartphone prices stable." Source
- Bloomberg: "Huawei, Apple Get Boost in China From Memory Costs" (headline). Source
source data used
“<details open> chat : fix reasoning leak with force-opened bare <think> templates (#24674) * chat : fix reasoning leak with force-opened bare <think> templates The reasoning start tag inferred from prior turns can carry trailing whitespace...”
“Techmeme permalink: https://www.techmeme.com/260713/p31#a260713p31 <a href="https://www.engadget.com/2214198/public-betas-for-ios-27-macos-27-and-more-apple-platforms-are-now-available/"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260713/i31.jpg" vspace="4" /></a> <p><a hr”
“assets: 359241000000 (10-Q filed 2026-05-01) common_stock_capital: 93568000000 (10-Q filed 2026-05-01) liabilities: 285508000000 (10-Q filed 2026-05-01) net_income: 61110000000 (10-Q filed 2026-05-01) revenue: 219659000000 (10-Q filed 2026-05-01)”
“Points: 388 | Comments: 101 Author: xinit Link: https://davit.app Show HN: Davit, a Apple Containers UI”
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“Apple's rumored M7 Ultra targets 1.5TB of memory and Blackwell-class AI performance, report claims — monster 2028 offering would depend on memory shortage easing Bloomberg’s Gurman describes a compressed M7 timeline, but its top memory config...”
- https://www.bloomberg.com/news/articles/2026-07-14/huawei-and-apple-get-boost-in-china-from-memory-crisis-idc-says
- https://www.bloomberg.com/news/articles/2026-07-14/openai-s-feud-with-xai-carries-on-as-apple-secrets-fight-revs-up
- https://www.bloomberg.com/news/videos/2026-07-13/apple-s-lawsuit-could-disrupt-openai-bid-to-rival-iphone-video
- https://www.bloomberg.com/news/videos/2026-07-13/bloomberg-tech-7-13-2026-video
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“Smartphone shipments started to plateau a few years back, ending the days of guaranteed double-digit growth for any company that wanted to make phones. Fewer smartphone manufacturers exist today, and they’re facing new pressure in the...”
“Manifold consensus on 'Will Apple release an AI chip for iPhones in 2026?': YES=77.34%”
“Manifold consensus on 'Will any 4 of AAPL, AMZN, ASML, GOOG, META, MSFT, NVDA, and TSM lose 60% of their peak value before 2028?': YES=24.53%”
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Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.