China smartphone shipments fall for a fifth quarter as memory costs bite



For the fifth quarter running, fewer phones left Chinese warehouses than a year earlier. Shipments fell 4.3% to 66 million units in the second quarter, according to figures published on Tuesday by IDC, as manufacturers raised prices to cover the rising cost of memory and other components.


First-half shipments were down 4.2% on the same period last year. A run that long stops looking like a soft patch and starts looking like the shape of the market. But, only two vendors grew. Huawei shipped 19.4% more phones than it did a year ago, and Apple 24.4%, giving them 22.6% and 18.1% of the market respectively.

Everyone else went backwards. Xiaomi, in fifth place, saw shipments fall 21.7%, while Oppo and Vivo were down 9.7% and 11.4%. What separated the winners from the rest was not a product cycle, it was nerve on pricing.

“Huawei and Apple held their prices steady while competitors were raising theirs, and that gave hesitant buyers a reason to go ahead and purchase in a quarter when most of the market was giving them a reason to wait,” said Arthur Guo, a senior analyst at IDC China.

The reason competitors were raising prices at all sits a long way from the shop floor. DRAM prices have surged as the handful of firms that make nearly all the world’s memory divert wafer capacity towards the high-bandwidth parts that AI accelerators consume, leaving the phone industry to bid for what is left.

Budget handsets take the hit first, because a cheap device has the least margin in which to hide a component that has doubled in cost. The result is an AI boom quietly eating the entry-level phone, one bill of materials at a time.

Most Android vendors responded by lifting prices or thinning out their budget lines, IDC said, which is an efficient way to persuade a price-sensitive buyer to keep the phone already in their pocket. The fading effect of government subsidies removed the other prop that had supported demand in earlier quarters.

None of this is confined to China. IDC now expects worldwide smartphone shipments to fall 13.9% in 2026 to 1.09 billion units, which would be the steepest annual contraction the industry has recorded, with China itself down by roughly 13% over the year.

The first quarter had already pointed this way. Shipments in China fell 3.3% between January and March, with Huawei and Apple again the vendors holding the market up, and rival tracker Omdia recording a 1% decline over the same period as costs pushed device prices higher.

That global figure is itself a downgrade. IDC had forecast a 12.9% decline as recently as February, and the extra point of contraction is attributed largely to low-end Android vendors struggling to make the maths work in the new cost environment.

Apple’s run in China, meanwhile, is not new. Its shipments rose around 20% in the first quarter on Counterpoint’s numbers, the fastest growth among the major vendors, and the second quarter extended the streak rather than starting it.

Xiaomi’s 21.7% drop is the sharpest among the majors, and it arrives at a company whose investor narrative has lately been carried by its electric vehicle deliveries rather than its handsets. Oppo and Vivo, both heavily exposed to the mid-range, fell by less but from a similar squeeze.

Nobody in the top five has publicly blamed memory alone, and the vendors have said little on the record about their pricing. The pattern in the shipment data, though, is hard to read any other way: the two companies that did not move their prices are the two companies that sold more phones.

Relief, when it arrives, will arrive from fabs rather than from marketing. Memory makers are racing to add capacity, and Seoul has been in talks with Samsung and SK hynix about a second domestic chip cluster, though most forecasts put meaningful new supply no earlier than late 2027.

Until then, the Chinese market is a test of who can hold a price; Huawei and Apple did it for one quarter. The third-quarter numbers, due in the autumn alongside the next iPhone cycle, will show whether that was a strategy or a moment.



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My phone is full of life-tracking apps, but it became increasingly apparent that they don’t talk to each other. So, I decided to try logging my sleep, spending, routines, food, and work in Excel for a week to see whether consolidating everything would make the data easier to understand. By Sunday, patterns had started to emerge that I wasn’t previously aware of.

If you want to try the same experiment, download a blank copy of this workbook template for free. After you click the link, you’ll find the download button in the top-right corner of your screen.

What my daily tracking actually looked like

Several apps, one disconnected routine

A frustrated woman holds her head and screams while surrounded by smartphones and multiple notification bell icons. Credit: Lucas Gouveia/How-To Geek | Prostock-studio/Shutterstock

On paper, my routine wasn’t complicated. But in practice, it meant jumping between apps throughout the day. Sleep, workouts, food, spending, and work all lived in different places, and while each one worked fine in isolation, none of them shared context. A bad night of sleep never showed up next to too much screen time, and I never explicitly linked a stretch of low-energy habits to a slow day at my desk.

That separation is what prompted me to try using Excel. I set up a single workbook with five named tabs: Sleep, Habits, Food & Drink, Work, and Spending, plus another Dashboard worksheet that brought all metrics together. Nothing complex—just a shared structure where everything could exist in the same format instead of being scattered across apps.

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The structure that made the experiment work

Building a system simple enough to survive a week

Each tab stayed intentionally lightweight so that I would actually keep using it.

Sleep went into a named table (T_Sleep), where I logged bedtime and wake time in hh:mm format. Hours slept were calculated automatically using:

=MOD([@[Wake Time]]-[@Bedtime], 1)*24


Illustration of puzzle pieces connected, showing a problem linked to the =MOD function in Excel, with a connection leading to the solution and Excel icons around.


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MOD is more versatile than you might think.

Instead of overengineering the setup, I recorded screen time manually on a scale from 1 (low) to 3 (high) based on how much time I had spent on my phone before bed. Conditional formatting handled the feedback, with lower sleep values turning red and better nights shifting green.

Habit tracking lived in T_Habits, with one row per habit per day and a simple checkbox for completion. From there, I built T_HabitComp, which counted completed habits per day using:

=COUNTIFS(T_Habits[Day], [@Day], T_Habits[Completed], TRUE)

That fed directly into the dashboard, alongside a split between general habits and movement-focused ones like workouts and walks.

Food and drink sat in T_FoodDrink, structured as three entries per day for meals. Coffee was logged at the top of each day’s entry, and takeouts were flagged with checkboxes. It gave a rough sense of how each day played out, even if I wasn’t labeling it that way while logging it.

Work went into T_Work, where I logged hours worked and a productivity score (out of 10) based entirely on instinct. Some days felt focused, others felt scattered, and I reflected that directly in the score. Conditional formatting helped those differences stand out visually without needing extra analysis.

Spending lived in T_Spending, and I treated it differently from the rest. It was more of a separate contextual layer than part of the same routine loop. Data validation drop-down categories like groceries, takeout, coffee, impulse purchases, subscriptions, and transport helped me see where money was going, and I used a separate PivotTable to break down spending by category.

If you add new rows, remember to right-click the PivotTable and click Refresh to reflect those changes.

One small detail kept the whole system manageable: Excel tables automatically expand as new rows are added. That meant I never had to fix ranges or adjust formulas mid-week—structured references meant that everything scaled as I went.

The dashboard turned separate logs into one picture

Everything finally came together

A life-tracking dashboard in Excel, with summary cards at the top and trend charts beneath.

Once I started logging data, the dashboard quickly became the only part of the workbook I cared about.

At the top, I created summary cards: Average Sleep, Total Spending, Habit Completion, Average Productivity, Exercise Sessions, and Takeout Orders. Each one pulled directly from the underlying tables and updated automatically as I logged entries.

Below that, Excel charts showed how the week unfolded. Sleep appeared as a line over time; habits, coffee consumption, and screen time moved in columns; and work productivity sat alongside as its own timeline. Finally, I used a PivotChart to visualize spending over the week. Then, I removed the Y-axis from all the charts, as the point here was to emphasize relative movement and patterns, not exact values.


3D illustration of the Microsoft Excel logo in front of an empty spreadsheet.


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That’s where the system started to make sense. Sleep, habits, and productivity formed the clearest loop. When I stayed up late scrolling, I could see it the next morning in lower sleep totals, and those days tended to feel less structured overall. When I kept habits consistent—especially workouts and walks—the rest of the day followed a more stable rhythm.

Spending didn’t follow the same pattern as the rest, and I stopped trying to force it into one. Instead, I noticed something else: on less structured days, takeout and impulse purchases showed up more often. Coffee tended to cluster on busier, slightly chaotic workdays, but it didn’t drive anything on its own—it just appeared alongside those stretches.

Individually, none of this was surprising, but seeing it layered together is what made it noticeable.


What I’ll take away from a week in Excel

For that week, everything lived in one workbook instead of separate apps. When I wanted the full picture, glancing at the dashboard made the connections in my routine much easier to notice. It felt like a useful reset—something I’ll probably return to when things feel too scattered.

That said, it didn’t replace the convenience of dedicated apps. Sleep trackers are still better at collecting data automatically, and spending apps still do a better job of capturing transactions without effort. But the experiment did change how I think about tracking in general—not as separate tools, but as one system where everything sits in the same frame.



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