[SMM Tin News Flash: Agency: Impact of Sharp Rise in Storage Prices on Low-End Market to Drive ODM/IDH Smartphone Shipments Down 10% YoY in H2 2025]

Published: Apr 17, 2026 16:17
According to Counterpoint, memory prices surged significantly in H2 2025, bringing notable cost pressure to the global smartphone industry and particularly impacting the low-end market. Sales of smartphones priced below $150 declined 11% YoY in H2 2025. As OEM shipments of low and mid-end models were highly dependent on ODM/IDH, this cost-driven market downturn inevitably transmitted to the ODM-IDH sector. According to Counterpoint Research data, shipments of smartphones designed by ODM/IDH enterprises fell sharply by 10% YoY in H2 2025, ending two consecutive years of growth.

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According to Counterpoint, memory prices surged significantly in H2 20 - Shanghai Metals Market (SMM)