Apple to drive OLED notebook growth in 2026 amid smartphone slowdown, per report Marcus Mendes | Apr 15 2026 - 2:24 pm PT | Apr 15 2026 - 2:24 pm PT According to a new Counterpoint Research report , Apple is expected to play a key role in driving OLED notebook display growth in 2026, even as the br… …
… Second, it says rising component costs, partly due to “the rapid expansion of computing demand for AI,” will put additional pressure on pricing across the industry. …
… Vendors are bracing for further price hikes into 2027, and channels are already flagging concern about elevated inventory at these higher price points.” IDC also warned that sustained price pressure could start weighing on PC upgrade cycles, “even as interest in on-device AI processing continues to… …
… Over the past few months, multiple analysts have noted that lower-end phones are more exposed to that pressure, since they typically carry thinner margins than mid-range and high-end smartphones. …
… Unlike its peers, Apple mostly maintained stable pricing despite rising BOM costs, reflecting its ability to absorb cost pressures and remain insulated from the memory crisis, which helped strengthen its competitive position during the quarter. …
Report: iPhone production grew 20% in Q1, countering global smartphone dip Marcus Mendes | Jun 9 2026 - 4:24 pm PT | Jun 9 2026 - 4:24 pm PT A new TrendForce report shows Apple’s iPhone production growing sharply in Q1, even as rising memory costs put pressure on the broader smartphone market. …
… To navigate these pressures, they are now implementing a mix of price increases, product launch realignments, and aggressive cost-optimization tactics, including devices ‘cutting corners on different features’ and more efficient channel management.” Finally, Counterpoint says that the notable gap b… …
… Memory supply pressures As outlined by outgoing Apple CEO Tim Cook in an interview with The Wall Street Journal , Apple simply couldn’t sustain its existing prices anymore with the sudden surges: “Unfortunately, price increases are unavoidable,” he said. “We’re doing our best to mitigate the huge i… …
… Back to the report, Counterpoint noted that while the tablet market is also set to register a decline for the year “due to inventory correction and memory shortages,” new base iPad and iPad mini models are set to help Apple “maintain consumer interest across multiple price tiers and better withstan… …
… The report notes that this dominant position could ultimately benefit Apple relative to Android makers as rising memory prices put pressure on lower and mid-range devices. …