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Smartphone Makers Could Face More Pressure Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2662056243","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662056243?lang=en_us&edition=fundamental","pubTime":"2026-08-28 13:19","pubTimestamp":1787894340,"startTime":"0","endTime":"0","summary":"0519 GMT - China's smartphone makers could face more pressure ahead amid higher prices of memory and other components, Counterpoint Research says in a note. Despite a double-digit drop in 2Q smartphones sold to consumers compared with the previous year, shipment to retailers only fell 1%, Counterpoint data shows. This is because phone makers had built up inventory in anticipation of further memory-price hikes, it says. Huawei maintained its leadership in China, with a 23% market share, while Apple ranked second, with 18% of the market. Xiaomi, whose 2Q shipments dropped 21% on year, took the biggest hit, mainly due to its heavy reliance on low-end models, the research firm says. To cope with higher costs, smartphone makers could raise prices further in the coming months, which would put pressure on their shipments, it 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Nvidia said earlier this week that sales of H200s to Chinese buyers made up less than 1% of its data-center revenue in fiscal 2Q. Citi estimates that those chips would be valued at no more than $890 million, which is \"too insignificant\" compared to the capex recorded by Alibaba, Tencent and Baidu in 2Q. The Chinese hyperscalers' spending was likely mostly related to domestic GPU procurement as well as global and domestic memory-chip purchases, they say. 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