The resulting memory-chip crunch is now weighing on consumer demand, with Goldman’s latest note showing that the pressure is increasingly visible in China’s handheld-device market. Second-quarter shipments totaled 69 million units, little changed from the previous quarter and a year earlier but above Goldman's 59 million estimate. June 5G shipments fell 12% year over year to 16 million units, representing 85% of the market. "We expect 2026 shipments to decline at 10% YoY, given rising memory cost weighing on demand," Chang wrote in the report. Model pricing for various foldable smartphone brandsSmartphone model launch pipelineProfessional subscribers can read more about the memory chip market, data center buildouts, and smartphones at our new Marketdesk.ai portal.