Apple 2026 shipments to fall 2.1%, analysts predict 2027 rebound
Apple shipments are expected to drop by 2.1% in 2026, while possible higher launch pricing of the iPhone 18 series, and changes to the timing of Pro and base-model introductions across the 2026 and 2027 product cycles could affect quarterly demand and channel inventory.
But don't count Apple out: analysts think things will bounce back in 2027, with excitement building for the iPhone 17 series and Apple may launch its first foldable smartphone in Q3 2026.
Global smartphone shipments forecast down 14.3%
Globally, smartphone shipments are predicted to shrink by 14.3% in 2026 as phones get pricier and people hold off on upgrades.
Samsung might be one of the few winners with a tiny growth thanks to its solid supply chain.
Meanwhile, Chinese brands could see shipment drops of approximately 15% to 34% since they rely heavily on budget buyers.
The good news? Experts expect things to pick up again by 2028 as supply chains recover and delayed purchases finally happen.