US Smartphone Market Declined 3% in 1Q26
Analysis based on 6 articles · First reported May 27, 2026 · Last updated May 27, 2026
The US smartphone market's 3% decline in 1Q26, coupled with a forecasted 4% decline for the full year, indicates a challenging environment for smartphone manufacturers and carriers. This trend suggests potential revenue and profit pressures for companies like Apple Inc., Samsung Electronics, and Alphabet Inc., while Lenovo — Motorola Mobility's growth offers a contrasting positive signal.
The United States smartphone market experienced a 3% year-over-year decline in shipments during 1Q26, totaling 33.4 million units, according to research by Omdia. This decline was influenced by an elevated 1Q25 base, a more restrained carrier upgrade environment, rising memory and storage costs, and delayed device launches. Apple Inc. maintained its leading position despite a 3% decline, benefiting from Samsung Electronics' delayed Galaxy S26 launch. Samsung Electronics ranked second with a 5% decline, while Lenovo — Motorola Mobility was the only major vendor to grow, with an 18% increase. Alphabet Inc.'s shipments fell 7%. The market is becoming polarized, with premium ($800+) and entry-tier (sub-$300) devices showing more resilience, while mid-range segments faced significant pressure. Omdia forecasts a 4% decline for the full year 2026, with AI-native devices from entities like OpenAI and Amazon (company) emerging as a long-term strategic watchpoint.
Set up alerts, explore entity relationships, search across thousands of events, and build custom intelligence feeds.
Open Dashboard