Overview
- Qualcomm has confirmed a company‑wide, two‑digit price increase for its chip lineup covering phones, tablets, wearables and automotive products to offset higher supply‑chain costs and revive margins.
- Surging DRAM and NAND prices plus rising advanced wafer and packaging costs have sharply raised smartphone bill of materials and forced OEMs to rethink product mixes and orders.
- Market reports show global smartphone shipments have fallen while revenue and average selling prices rose as makers pushed higher‑value, higher‑price models.
- Several large Android brands including Xiaomi, OPPO and vivo suffered steep shipment and revenue declines as they cut mid‑ and low‑end orders, while Apple and Samsung expanded share by holding premium lines or using in‑house chips.
- Analysts expect more component cost pass‑through to buyers and further shipment declines in the second half of 2026, even as Qualcomm seeks revenue from automotive, IoT and data‑center chips.