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Smartphones and PCs Both Fall 22% – IDC Sees No Recovery Before 2028

October 19, 2026 by Jonathan Custer

By Jonathan Custer | October 19, 2026 World smartphone shipments fell 22.0% in the third quarter to 255.3 million units, the largest quarterly decline in IDC’s series, according to IDC’s Worldwide Quarterly Mobile Phone Tracker released 14 October 2026. The prior quarter was 276.3 million and the year-ago quarter 327.3 million. Samsung shipped 57.7 million …

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Electronics Manufacturing Daily Briefing

October 16, 2026 by Jonathan Custer

Subscribers receive this Electronics market intelligence daily.  Please contact me if you are interested in subscribing to our Custer Daily News services.  Would you like a free trial to our services?  Send me a note at jon@custerconsulting.com See attached market intelligence Executive Briefing: Electronics Manufacturing Executive Briefing Global Economy US producer prices rose 1.3% in …

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How Broad Is the Electronics Recovery?

October 6, 2026 by Jonathan Custer

Strong industry totals can hide very different conditions for individual suppliers. Here is where the improvement is reaching, and what it means for your next decision. A growing electronics market can still leave most suppliers with a softer month. In August, the Taiwan-listed PCB companies tracked by TPCA reported combined revenue of NT$105.4 billion, up …

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