Report: Apple and Samsung outperform rivals as smartphone chip shipments tumble 21%
Market research from Counterpoint shows that while overall smartphone chip shipments fell significantly, Apple and Samsung were the only major vendors to increase their market share. This suggests a consolidation trend where dominant players are capturing a larger slice of a shrinking market, likely due to their superior scale and demand.
Key points
- Global smartphone chip shipments down 21% YoY in Q3 2026
- Apple and Samsung gain share while competitors lose ground
- Market consolidation favors established chipmakers
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