Ryan Reith

Meet the new Samsung Galaxy S26 #GalaxyUnpacked @SamsungMobile #GalaxyS26

🚨 Higher ASPs, lower unit volumes: How the memory crisis is reshaping the PC and smartphone outlook The device industry is heading into a structural reset — not a cyclical dip. In our latest analysis on the memory crisis and its impact on PCs and smartphones, the outlook has deteriorated even beyond our worst-case scenarios from late 2025. Here’s what matters: 📉 2026 volumes will contract sharply PCs: -11.3% YoY (revenues +1.6% on higher ASPs) Smartphones: -12.9% YoY (revenues -0.5%) ⏩ Q4 2025 and Q1 2026 were artificially inflated Vendors pulled shipments forward ahead of DRAM and NAND price increases. The hangover starts in Q2. 💰 Higher ASPs will mask weaker fundamentals Revenue may look stable, but affordability pressures are suppressing real demand. 🏭 Scale will determine winners Larger OEMs with stronger supplier relationships will secure allocation. Smaller and low-end–focused vendors will struggle to compete. 📱 The sub-$150 smartphone segment is structurally at risk With over 360M units shipped below $150 last year, rising memory costs make this tier increasingly unsustainable — especially in emerging markets. 🤖 AI PCs face a paradox On-device AI requires more RAM, yet vendors are reducing memory configurations to control BOM costs. Add tariff uncertainty to the equation, and 2026 becomes a year defined by constrained planning, pricing pressure, and margin compression. This is not a one-quarter disruption. It’s a reset of TAM, product mix, and competitive dynamics — and the implications will shape the device industry well into 2027. Read the blog here 🔗 idc.com/resource-center/blog…

💥 The global semiconductor industry is experiencing an unprecedented memory chip shortage with knock-on effects for the device manufacturers and end users that could persist well into 2027. In this video, Tom Mainelli, Ryan Reith, and Jeff Janukowicz from @IDC explain the reasons for this crisis and its implications for the market. 🔗 Read the blog: idc.com/resource-center/blog… @TomMainelli @ryanreith

🚀 OPPO is reshaping the Mid-to-High-End Smartphone market ($400+)💡 👋 Find out how here 👇 lnkd.in/eS_wj-Uu 🏆 According to an IDC survey conducted in Europe and Asia-Pacific, young adults aged 18-35 account for 65.3% of the new buyers of mid-to-high-end smartphones: 📌 71% of young buyers plan to buy a mid-to-high-end smartphone next time. 📌 They are more likely to use interest-free/paid installments, or trade-in deductions. 📌 They pay more attention to imaging capability, AI features and cross-device/ecosystem connectivity. According to IDC Quarterly Mobile Phone Tracker, OPPO's global mid-to-high-end ($400+) smartphone shipments rose 46.6% YoY to 4m units in 2025Q2. #OPPO #OPPOFindX9Series