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[Agency: Latin American smartphone market fell 12% in Q2 2026] September 2, Omdia’s latest data showed that in the second quarter of 2026, the Latin American smartphone market fell 12% year-on-year, with shipments falling to 30.3 million units. The rising costs of DRAM and NAND are gradually transmitted to retail prices, with the most obvious impact on the demand for entry-level devices. Manufacturers and distributors had previously partially offset the impact of rising costs in the first quarter through advance stocking and inventory buffering. However, entering the second quarter, these buffering effects have weakened, and demand at the low end of the market has faced greater pressure, while the performance of the mid-range, high-end and high-end flagship markets has been relatively more resilient.
#Smartphone#Smartphone Frontier Observation09-02 13:31
B
[Meizu responds to mobile phone price increase] On September 1st, Meizu Technology stated that price increase is a situation faced by the entire industry. After the company’s discussion, the price will be increased after the National Day.
#Meizu#TMT Industry Observation#Smartphone Frontier Observation09-01 15:18
B
[Samsung Display plans to significantly increase the production of Apple's foldable OLED displays, and monthly supply may reach 1 million pieces] "Science and Technology Innovation Board Daily" reported on the 1st that Samsung Display will significantly increase its production of organic light-emitting diode (OLED) displays for Apple's foldable screen mobile phones starting this month. The company started small-scale mass production last month, shipping about 200,000 to 300,000 pieces, and it plans to expand supply to more than 1 million pieces per month starting this month. According to monthly production forecasts, Samsung Display is expected to mass-produce more than 7 million Apple foldable OLED displays this year, close to the originally announced target of 8 million units. (ZDNET Korea)
#monitor#apple#Samsung#EA#OLED#Smartphone Frontier Observation#Apple industry chain#consumer electronics09-01 13:36
A
[Agency: It is estimated that the annual decline in global smartphone panel shipments will converge to 2.5% in 2026] August 31, according to TrendForce’s latest panel industry research, despite the shortage of memory supply and tight prices, the smartphone supply chain has become more complicated. This pressure will further affect the shipment plans of mobile phone brands in 2026. However, the second-hand mobile phone and repair markets are still supportive, helping the demand for mobile phone panels to perform better than expected. Global shipments are estimated to be approximately 2.25 billion units in 2026, with the annual decline narrowing to 2.5% compared with previous estimates.
#Smartphone#Smartphone Frontier Observation#panel08-31 15:07
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[Apple is reported to be testing a dedicated stylus for the folding screen iPhone] August 31, technology reporter Mark Gurman published an article on August 30, local time, saying that Apple has internally developed, tested and considered equipping the upcoming folding screen iPhone with a dedicated Apple Pencil, but at present, this accessory is unlikely to be launched simultaneously with the new phone. The prototype stylus tested by Apple is shorter than the version used on the iPad to adapt to the unique body size of the phone, and can be magnetically fixed to the side of the phone for storage and charging at the same time.
#iPhone#iPad#apple#U.S. stock trends#Apple industry chain#Smartphone Frontier Observation08-31 07:24