MT

DEMAND

Smartphones

Unit growth is modest; higher memory content provides most incremental demand.

2026-08-08

Share

26%

Demand increment 2027

0.54 EB

Forecast

Content-led growth

Core assumptions
01

Unit shipments

Unit growth is modest; higher memory content provides most incremental demand.

02

Memory per device

Unit growth is modest; higher memory content provides most incremental demand.

03

Product mix

Unit growth is modest; higher memory content provides most incremental demand.