On August 3, Counterpoint Research released the latest market monitoring report. Counterpoint Research senior analyst Shilpi Jain said in the report that the global smartphone market has entered a new stage, shipments are no longer the main driving force for growth, value growth has become the core of market growth, and rising component costs have further accelerated this trend. Looking ahead, as storage supply is tight and rising costs are difficult to mitigate in the short term, it is expected that OEMs will continue to raise prices, supply is gradually becoming a key factor limiting the development of the industry, and the smartphone industry may face a more serious decline in shipments in the second half of 2026. As a result, it is expected that ASP will continue to rise in the next few quarters.

On August 3, Counterpoint Research released the latest market monitoring report. Counterpoint Research senior analyst Shilpi Jain said in the report that the global smartphone market has entered a new stage, shipments are no longer the main driving force for growth, value growth has become the core of market growth, and rising component costs have further accelerated this trend. Looking ahead, as storage supply is tight and rising costs are difficult to mitigate in the short term, it is expected that OEMs will continue to raise prices, supply is gradually becoming a key factor limiting the development of the industry, and the smartphone industry may face a more serious decline in shipments in the second half of 2026. As a result, it is expected that ASP will continue to rise in the next few quarters.