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The India Smartphone 2026 Outlook – ‘Bermuda Triangle’ Situation 

Friday, 23 Jan 2026

2026 does not appear to be just another year for smartphones in India.  There is a ‘Bermuda triangle’ situation expected to disturb the market momentum in 2026 in India.  These triangular forces are resulting in challenges on both the demand and supply sides of the market.  1.1   Unpredictable Supply Chain  Globally, memory prices have shown a […]

2026 does not appear to be just another year for smartphones in India.  There is a ‘Bermuda triangle’ situation expected to disturb the market momentum in 2026 in India.  These triangular forces are resulting in challenges on both the demand and supply sides of the market.  1.1   Unpredictable Supply Chain  Globally, memory prices have shown a sharp rise as the demand for HBM (High-Bandwidth Memory) surges due to AI.  Towards the end of 2025, the increase in prices could be seen as close to 50%, and this trend does not appear to die…

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