Evidence40%Reported
OpinionFinancial·March 23, 2026
Morgan Stanley Cuts 2026 Global Smartphone Shipment Forecast to 1.1B Units (-13% YoY)
Morgan Stanley reduced its 2026 global smartphone shipment forecast from 1.3 billion to 1.1 billion units (-13% YoY), expecting Android shipments to fall 15% versus only a 2% decline for Apple, due to unprecedented memory cost inflation hitting Android vendors.
Evidence Strength
Evidence40%Reported
Based on original reporting
Single publisher source
Insights
First tracked
March 23, 2026
Last updated
March 23, 2026
Sources
1 source
Related Developments
Apple China Revenue Rose 38% to $25.5B in December QuarterFoldable iPhone to Use Dual-Layer Ultra-Thin Glass to Reduce Display CreaseReddit CEO Highlights Face ID/Touch ID Passkeys as Bot-Fighting TooliPhone Fold Display Protection Details: Self-Healing Glass and Dual-Layer ArchitectureFolding iPhone Rumored to Feature Glass Sandwich Screen Design
Sources (1)
Source Timeline
Evidence Strength
Evidence40%Reported
Based on original reporting
Single publisher source
Insights
First tracked
March 23, 2026
Last updated
March 23, 2026
Sources
1 source
Related Developments
Apple China Revenue Rose 38% to $25.5B in December QuarterFoldable iPhone to Use Dual-Layer Ultra-Thin Glass to Reduce Display CreaseReddit CEO Highlights Face ID/Touch ID Passkeys as Bot-Fighting TooliPhone Fold Display Protection Details: Self-Healing Glass and Dual-Layer ArchitectureFolding iPhone Rumored to Feature Glass Sandwich Screen Design