tech
February 1, 2026
Telefoni će 2026. biti znatno brži, ali i znatno skuplji, evo zašto
Ako planirate da menjate telefon 2026. godine, dobićete više snage nego ikad, ali gotovo sigurno ćete to i skuplje platiti. Nova analiza pokazuje da se industrija pametnih telefona sprema za paradoksalnu godinu, sa manjim brojem isporučenih uređaja, ali većim ukupnim prihodima.
TL;DR
- Global smartphone chipset shipments are expected to decrease by 7% in 2026, while manufacturer revenues will see double-digit growth.
- The expansion of AI infrastructure and the demand for HBM memory for servers are increasing chip production costs, especially for DRAM.
- Phones priced under $150 will become harder to produce profitably, pushing manufacturers towards higher-margin, more expensive models.
- The industry's transition to 2nm production processes will further increase the cost of manufacturing smartphones.
- MediaTek is projected to maintain its leading market share (around 34%) in 2026, followed by Qualcomm (24.7%) and Apple (18.1%).
- Samsung is the only major player expected to increase its market share, driven by its increased reliance on in-house chips.
- Nearly one-third of smartphones sold in 2026 are expected to cost over $500.
- High-end phones will offer up to 100 TOPS for local AI processing, enabling offline AI functions.
- Mid-range phones will likely rely more on cloud AI as a cost-saving measure.
- Manufacturers will simplify product offerings and increasingly use their own chips to manage costs.
- A full recovery in smartphone shipments is not anticipated before 2027.