StatementDog | AI & Tech Supply Chains(@statementdog):Memory inflation is crushing Southeast Asia’s cheapest smartphones. Omdia says shipments fell 23% YoY to 19.3 million in Q2, the lowest quarterly level since 2014. Yet average selling prices rose 31% to $342. Xiaomi’s sub-$100 shipments fell 69%. OPPO’s fell 96%. Omdia expects the squeeze to intensify in the second half as lower-cost memory inventory runs out.

StatementDog | AI & Tech Supply Chains

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StatementDog | AI & Tech Supply Chains@statementdog

2026.08.28 02:33

Memory inflation is crushing Southeast Asia’s cheapest smartphones. Omdia says shipments fell 23% YoY to 19.3 million in Q2, the lowest quarterly level since 2014. Yet average selling prices rose 31% to $342. Xiaomi’s sub-$100 shipments fell 69%. OPPO’s fell 96%. Omdia expects the squeeze to intensify in the second half as lower-cost memory inventory runs out.