Consumer electronics market rebounds, smartphone chip demand rises

Smartphone

Global smartphone shipments grew 7% year-over-year in Q1 of 2026, ending a six-quarter decline.

Chip demand

Strong demand for flagship chips like Qualcomm Snapdragon 8 Gen4 and MediaTek Dimensity 9400, while Apple A8 series production is constrained.

AI Phone

AI features become a new selling point for smartphones; NPU performance is the focal point of competition, driving explosive demand for on-device AI chips.