Report: iPhone Might Benefit from Memory Chip Crisis in One Major Way

Report: iPhone Might Benefit from Memory Chip Crisis in One Major Way

2 Min Read


### Apple Expected to Increase iPhone Market Share in 2026 As Android Production Declines

A recent analysis from Bloomberg, utilizing data from IDC, indicates a troubling outlook for the smartphone industry in 2026, forecasting a reduction of 12.9% due to a significant shortage of memory chips. This situation is deemed unprecedented and is anticipated to affect various sectors within the electronics field, especially smartphone producers.

#### The Consequences of the Memory Chip Shortage

The current shortage of memory chips has been intensified by the rising need for sophisticated memory solutions, largely driven by artificial intelligence technologies. This deficit is set to influence the manufacturing capabilities of numerous smartphone brands, resulting in a notable decline in the number of devices shipped worldwide. IDC predicts that shipments will decrease to 1.1 billion units in 2026, a drop from 1.26 billion in 2025.

#### Android vs. Apple: A Shift in Market Trends

The report points out a notable difference in how the memory crisis affects Android and Apple devices. Android manufacturers, especially those focusing on budget models, are expected to bear the brunt of the crisis due to their already slim profit margins. Many of these firms might find it difficult to handle the rising costs associated with DRAM and NAND memory, leading to fewer models being produced.

Conversely, Apple, with its premium iPhone offerings, is predicted to navigate this situation more adeptly. The company is said to be planning to keep prices stable for its forthcoming iPhone 18 models, which could enable it to gain a larger market share as more affordable Android alternatives become less feasible.

#### Conclusion

As the smartphone market contends with the hurdles created by the memory chip crisis, Apple seems to hold a beneficial position to enhance its market share. With a decrease in budget-friendly Android devices, consumers might opt for the iPhone as a more reliable choice, potentially benefiting Apple in the long term. The changing dynamics of the smartphone industry will be carefully observed as we move closer to 2026, especially regarding the ongoing memory shortage.

You might also like