Chinese smartphone makers see double-digit fall in India shipments amid global chip shortage - The New Indian Express

The Indian smartphone market experienced a significant decline in Q2 2026 due to the global memory chip shortage. According to IDC, Chinese brands such as Vivo, Oppo, Xiaomi, and Realme saw sharp doub... Read original →

The global memory chip shortage has severely impacted India’s smartphone market, with Chinese brands like Vivo, Oppo, Xiaomi, and Realme suffering sharp shipment declines. Insufficient core storage chips forced manufacturers to raise retail prices, eroding their cost advantage and dampening consumer demand. Apple and Samsung maintained relatively stable shipments, with the iPhone 17 leading sales in both Q1 and Q2. This episode highlights the fragility of semiconductor supply chains, especially amid escalating geopolitical tensions involving Taiwan, China and U.S. export controls. In the next 12–24 months, companies are likely to accelerate localization strategies and prioritize high-end product lines to mitigate cost pressures. Market consolidation is expected, with leading players leveraging technological differentiation to strengthen their positions.