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Business market analysis

Southeast Asia Smartphone Market Declines

Analysis based on 8 articles · First reported May 19, 2026 · Last updated May 20, 2026

Sentiment
-20
Attention
4
Articles
8
Market Impact
General
Live prominence charts, article sentiment distribution, and event development timeline available on the Ergen Dashboard

The decline in smartphone shipments in Southeast Asia, coupled with rising average selling prices due to increased memory costs (Dynamic random-access memory and Flash memory), indicates a shift in vendor strategy towards profitability over volume. This trend could lead to higher revenue for some manufacturers like Samsung Electronics and Honour who are adapting well, but also signals affordability pressure for consumers in the region, potentially impacting overall market growth and sales for companies like Oppo, Xiaomi, and Vivo.

Technology Semiconductor Consumer Electronics

The Southeast Asia smartphone market experienced a 9% year-on-year decline in shipments in 1Q26, totaling 21.6 million units, according to Omdia research. Despite this volume contraction, the average selling price (ASP) reached a record high of $349, up 19% year-on-year, primarily driven by memory cost inflation (Dynamic random-access memory and Flash memory). This divergence signifies a structural repricing in the region, with vendors prioritizing ASP growth and margin protection over unit shipment growth. Samsung Electronics led the market with a 21% share, while Oppo, Xiaomi, Transsion, and Vivo saw declines. Honour was a standout performer, growing 28%. Country-level performance varied, with Indonesia experiencing the steepest decline, while Thailand showed resilience. The market is moving away from subsidy-driven volume strategies, with pricing and supply volatility expected to persist.

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Rising Dynamic random-access memory costs are a key factor contributing to increased device bill of materials and higher average selling prices for smartphones in Southeast Asia.
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Rising Flash memory costs are a key factor contributing to increased device bill of materials and higher average selling prices for smartphones in Southeast Asia.
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Honor was the standout performer among tracked vendors in Southeast Asia, growing shipments significantly and achieving third place in Singapore.
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Oppo ranked second in the Southeast Asia smartphone market but saw declining shipments due to operational corrections and a shift towards profitability.
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Transsion ranked fourth in the Southeast Asia smartphone market with a decline in shipments, but its competitively priced models maintained strong positions in Indonesia and the Philippines.
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+ 3 more entities View on Dashboard
Oppo related Apple Inc.
Malaysia related Vietnam
Malaysia related Apple Inc.
Malaysia related Singapore
Vietnam related Apple Inc.
Vietnam related Singapore
Apple Inc. related Singapore
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