… First, TrendForce cites “macroeconomic headwinds” for a weaker-than-expected recovery in the consumer market. Second, it says rising component costs, partly due to “the rapid expansion of computing demand for AI,” will put additional pressure on pricing across the industry. …
Apple to drive OLED notebook growth in 2026 amid smartphone slowdown, per report Marcus Mendes | Apr 15 2026 - 2:24 pm PT | Apr 15 2026 - 2:24 pm PT According to a new Counterpoint Research report , Apple is expected to play a key role in driving OLED notebook display growth in 2026, even as the br… …
… Unlike its peers, Apple mostly maintained stable pricing despite rising BOM costs, reflecting its ability to absorb cost pressures and remain insulated from the memory crisis, which helped strengthen its competitive position during the quarter. …
Report: iPhone production grew 20% in Q1, countering global smartphone dip Marcus Mendes | Jun 9 2026 - 4:24 pm PT | Jun 9 2026 - 4:24 pm PT A new TrendForce report shows Apple’s iPhone production growing sharply in Q1, even as rising memory costs put pressure on the broader smartphone market. …
… To navigate these pressures, they are now implementing a mix of price increases, product launch realignments, and aggressive cost-optimization tactics, including devices ‘cutting corners on different features’ and more efficient channel management.” Finally, Counterpoint says that the notable gap b… …
… Looking ahead, TrendForce expects sustained demand for AI servers to keep straining memory capacity and advanced semiconductor resources, maintaining pressure on component costs. …
… This is because of the AI-driven memory crisis, caused by AI data centers buying up loads of memory supply, putting tons of pressure on the market. …
… Cook also said Apple has “a range of options” to deal with rising memory costs, without going into specifics. …
… According to Counterpoint, Apple’s longer-term deals with suppliers left it less exposed to price increases, “absorbing part of the margin pressure and using the situation to potentially expand its market share.” This lines up with Apple’s own remarks during the company’s latest earnings conferenc… …
… The company is used to being such a dominant player in the market that it can essentially dictate terms to suppliers. …