… 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. …
… Rising memory prices hit smartphone OLED demand harder than expected In the report, Counterpoint Research revised its 2026 growth projections for foldable, flexible, and rigid smartphone OLED panels, citing softer demand as rising memory prices put pressure on device costs: “In 2026, within smartph… …
… Samsung, for instance, has had to raise prices on several models, while Apple has so far kept iPhone prices unchanged. …
… This growth followed a stronger Q3 and a high comparison base in the prior year, when Q4 2024 shipments had grown nearly 8% YoY as the market rebounded on the back of leading OEMs like Apple and Samsung returning to more regular launch cycles, and the rapid expansion of Chinese OEMs. …