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2026 Chipset Shipments to Drop 7% Amid DRAM Shortage

1/28/2026

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Story summary
  • In 2026, global smartphone chipset shipments are projected to fall 7% due to a DRAM shortage.
  • MediaTek holds a 34% market share in smartphone chipsets.
  • SoCs revenue is expected to grow in double digits, supported by premium devices.
  • MediaTek's Dimensity 9600, built on TSMC's 2nm process, faces higher memory prices against Qualcomm and Apple.
  • Google and Samsung are pursuing in-house chip development to weather market pressures.