... increase 199% and 2% respectively due to a 6.9% and 3.6% undersupply. Wafer reallocation to meet AI memory demand will result in a 12% impact on Smartphone and PC production. Server demand accounts for 47% revenue and 40% bits in 2026. Opportunity Overview Notable Changes Methodologies and Definitions ...
Analyst(s): Shrish Pant
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... mobile phone shipments grew by a modest 0.6% in 4Q25 to 352.8 million units over 4Q24, with smartphones growing 1.3% year over year to 335.5 million units. More specifically, Apple and Samsung’s premium smartphone segments were the drivers of growth while the other vendors were flat or down. What You Need ...
... hyperscalers to re-evaluate investment priorities. The impact extends beyond the data center, contributing to higher costs for PCs, tablets, and smartphones and influencing consumer spending decisions worldwide. In this webinar, Gartner will examine how increasing memory prices are affecting technology ...
... shipments will decline in 2026 due to “memflation”-driven price hikes. PC demand will rebound in the long term, driven by business upgrades and AI PCs. Smartphone units will show early improvement due to premium-sector growth, but overall rebound will be delayed with contractions in basic and utility unit share ...
... 6.3% undersupply in 2026. This will lead to a massive reallocation of wafers toward AI server memory, resulting in 7% GB demand destruction for smartphones and PCs. Server demand is expected to account for 45% revenue and 38% bits in 2026. Opportunity Overview Notable Changes Methodologies and Definitions ...
... Access Insights Already a Gartner client? The Indian refurbished smartphone market is expanding with aspirational consumers seeking more value and quality features at lower price points. OEMs have an opportunity to disrupt the secondhand value chain to generate further revenue, capture more market share ...
... Insights Already a Gartner client? Device sales saw modest YoY growth in 2025, driven by Windows 11 mandates spurring business PC refreshes and GenAI smartphones fueling upgrades. Top vendors gained share on replacement demand, while midrange vendors faced squeezed margins from higher costs and growing competition ...
... tariffs will cause some buyers to pause PC and smartphone purchases, even as demand grows for future-proof AI devices. This conflict is slowing 2025 unit growth to 2.1%. Still, Windows 11 upgrades will lift PC growth to 2.4%, and GenAI applications drive smartphones to 2.8% in 2025. Overview Table of Contents ...
... refresh and China’s AI PC initiative, with Lenovo leading at 27.9%. Mobile phones grew by 1.4% year over year, driven by upgrades and GenAI in basic smartphones, with Vivo and Huawei recording strong gains. Overview Table of Contents List of Tables Gartner Recommended Reading Gartner Insights Abstract ...