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Omdia: India’s smartphone shipments fell 5% in 1Q26 amid channel caution and pricing pressures

Business

Omdia: India’s smartphone shipments fell 5% in 1Q26 amid channel caution and pricing pressures
Business

Business

Omdia: India’s smartphone shipments fell 5% in 1Q26 amid channel caution and pricing pressures

2026-04-21 11:02 Last Updated At:11:20

LONDON--(BUSINESS WIRE)--Apr 20, 2026--

The latest Omdia research shows that India’s smartphone shipments fell by 5% year on year to 30.9 million units in 1Q26, reflecting seasonally weak demand compounded by cautious channel inventory strategies. Demand was pressured by macro headwinds, including rupee depreciation and rising inflation weighing on affordability and delayed consumer upgrades. Additionally, earlier front-loading ahead of expected price increases limited incremental channel intake.

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vivo retained its leadership position in 1Q26, shipping 6.3 million smartphones to reach 20% market share. Samsung followed in second place with 5.1 million units and 16% share, supported by new launches toward the end of the quarter. OPPO (excluding realme and OnePlus) strengthened its position, securing third place with 4.7 million units and 15% share, marking the strongest growth among the top five vendors. Xiaomi and Apple rounded out the top five with shipments of 3.8 million and 2.9 million units, respectively. For Apple, 1Q26 marks its first Q1 appearance in India’s top five.

“Amid growing supply-side pressures, the top vendors showed resilience as many long-tail vendors began to struggle,” said Sanyam Chaurasia, Principal Analyst at Omdia. “vivo retained the leadership position for a seventh consecutive quarter, boosted by strong sell-out visibility and traction from the V70 series. Samsung had a late-quarter boost driven by flagship Galaxy S26 and refreshed mid-range A-series, alongside strong volumes from entry-level A07 and A17 models. OPPO emerged as the fastest-growing vendor among the top 10, driven by robust momentum across the A6x, K14 and Reno 15 series. Reno 15’s performance was supported by a wider lineup with a broader SKU mix across mid-to-premium segments. In contrast, smaller vendors struggled to absorb rising costs and sustain channel confidence, leading to sharper declines after a period of expansion, with only a few players such as Motorola, iQOO and Google showing relative resilience.”

“In 1Q26, vendors took different approaches to pricing as cost pressures intensified,” added Chaurasia. “These shifts reflected diverging priorities across pricing, margins, launch cycles and channel inventory, exposing clear strategic differences. OPPO’s flat, portfolio-wide hikes signaled a rapid margin reset, effectively re-anchoring price ladders. Xiaomi’s tiered increases reflected a profit-optimising approach, selectively incentivising sales of higher-value SKUs. In contrast, Samsung and vivo adopted phased adjustments, aiming to protect demand and ensure smoother channel absorption. This divergence was most visible in the ₹10,000–₹20,000 segment, where uniform hikes eroded affordability. At the same time, overlapping old and new inventory made channel execution a key differentiator. As 2Q26 began with further price increases, the market is shifting from a tactical adjustment to a structural reset, where balancing margins and demand will define vendor performance.”

“Looking ahead, the Indian smartphone market is facing severe downside risk in 2026 with shipments forecast to decline by double digits. Price increases have accelerated into 2Q26, with entry-level devices already seeing steep increases of 18–20% as sustained memory inflation has forced a reset of price points. At the same time, macro headwinds will constrain discretionary spending. In this environment, vendors must balance margin recovery with demand sensitivity, while channels tighten inventory alignment to avoid disruption. Upgrade cycles are set to elongate as consumers delay purchases while entry-level demand increasingly shifts toward repairs, second-hand devices and financing-led options.”

“Although 2026 will test vendor discipline and tactics, vendors cannot afford to wait for conditions to improve, assuming supply-side pressures are short-term. The vendors best positioned in the long-term are those that adapt their business and revenue models for the long term, rather than simply focusing on short-term survival,” concluded Chaurasia.

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Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.

India smartphone shipment market share, top vendors, 1Q22 to 1Q26

India smartphone shipment market share, top vendors, 1Q22 to 1Q26

India’s smartphone shipments, 1Q22 to 1Q26

India’s smartphone shipments, 1Q22 to 1Q26

CLEVELAND (AP) — Donovan Mitchell scored 30 points, James Harden added 28 and the Cleveland Cavaliers held on for a 115-105 victory over the Toronto Raptors on Monday night for a 2-0 lead in their Eastern Conference first-round series.

Evan Mobley had 25 points and eight rebounds for the Cavaliers, who had at least three players score at least 25 points in a postseason game for the second straight season and fourth time overall.

“They threw the kitchen sink at us, gave us a lot of different looks and (we) kept our poise,” Cleveland coach Kenny Atkinson said. “Donovan and James closed it for us, but I thought our defense kind of forced them to go small. This is what the playoffs are about. They came at us hard and we responded.”

Cleveland — which never trailed — has won 12 straight playoff games against Toronto, tying the NBA postseason record for consecutive wins against an opponent. The streak began in the 2016 Eastern Conference finals, when the Cavaliers took the final two games. Cleveland swept Toronto in four games in the second round in 2017 and '18.

The Cavaliers also have 12-game winning streaks against Detroit and Atlanta, while the Los Angeles Lakers had a 12-game run against Seattle from 1980 through '89.

Scottie Barnes led Toronto with a playoff career-high 26 points. RJ Barrett had 22 points and nine rebounds.

The Raptors had 16 fast-break points after being held to a season-low three on Saturday. But Toronto committed a season-high 22 turnovers that led to 22 Cavaliers points.

“The only time the game got away was when we made a lot of turnovers. We played super hard, we adjusted to how the game was going, and did certain things that helped us,” Barnes said.

The series shifts to Toronto for Game 3 on Thursday night.

Harden had four assists to move into seventh place on the playoff career list with 1,139. He also had five steals, the fourth time he’s had at least that many in a playoff game.

A driving layup by Barnes got Toronto within 99-90 midway through the fourth quarter. Mitchell responded with seven straight points to put it away.

The Cavaliers had a 73-57 advantage midway through the third quarter before the Raptors countered with a 16-6 run.

AP NBA: https://apnews.com/hub/nba

Cleveland Cavaliers guard Max Strus (2) shoots in front of Toronto Raptors forward Brandon Ingram (3) in the second half in Game 2 of a first-round NBA basketball playoffs series in Cleveland, Monday, April 20, 2026. (AP Photo/Sue Ogrocki)

Cleveland Cavaliers guard Max Strus (2) shoots in front of Toronto Raptors forward Brandon Ingram (3) in the second half in Game 2 of a first-round NBA basketball playoffs series in Cleveland, Monday, April 20, 2026. (AP Photo/Sue Ogrocki)

Cleveland Cavaliers center Evan Mobley (4) dunks next to Toronto Raptors guard Ja'kobe Walter, right, in the second half in Game 2 of a first-round NBA basketball playoffs series in Cleveland, Monday, April 20, 2026. (AP Photo/Sue Ogrocki)

Cleveland Cavaliers center Evan Mobley (4) dunks next to Toronto Raptors guard Ja'kobe Walter, right, in the second half in Game 2 of a first-round NBA basketball playoffs series in Cleveland, Monday, April 20, 2026. (AP Photo/Sue Ogrocki)

Toronto Raptors guard Ja'kobe Walter (14) and Cleveland Cavaliers guard Donovan Mitchell (45) reach for the ball in the second half in Game 2 of a first-round NBA basketball playoffs series in Cleveland, Monday, April 20, 2026. (AP Photo/Sue Ogrocki)

Toronto Raptors guard Ja'kobe Walter (14) and Cleveland Cavaliers guard Donovan Mitchell (45) reach for the ball in the second half in Game 2 of a first-round NBA basketball playoffs series in Cleveland, Monday, April 20, 2026. (AP Photo/Sue Ogrocki)

Cleveland Cavaliers guard Max Strus (2) grabs a rebound next to Toronto Raptors guard A.J. Lawson (0) in the first half in Game 2 of a first-round NBA basketball playoffs series in Cleveland, Monday, April 20, 2026. (AP Photo/Sue Ogrocki)

Cleveland Cavaliers guard Max Strus (2) grabs a rebound next to Toronto Raptors guard A.J. Lawson (0) in the first half in Game 2 of a first-round NBA basketball playoffs series in Cleveland, Monday, April 20, 2026. (AP Photo/Sue Ogrocki)

Toronto Raptors forward Collin Murray-Boyles, right, grabs a rebound next to Cleveland Cavaliers guard Donovan Mitchell, left, in the first half in Game 2 of a first-round NBA basketball playoffs series in Cleveland, Monday, April 20, 2026. (AP Photo/Sue Ogrocki)

Toronto Raptors forward Collin Murray-Boyles, right, grabs a rebound next to Cleveland Cavaliers guard Donovan Mitchell, left, in the first half in Game 2 of a first-round NBA basketball playoffs series in Cleveland, Monday, April 20, 2026. (AP Photo/Sue Ogrocki)

Toronto Raptors forward Collin Murray-Boyles (12) grabs a rebound next to Cleveland Cavaliers center Jarrett Allen (31) in the first half in Game 2 of a first-round NBA basketball playoffs series in Cleveland, Monday, April 20, 2026. (AP Photo/Sue Ogrocki)

Toronto Raptors forward Collin Murray-Boyles (12) grabs a rebound next to Cleveland Cavaliers center Jarrett Allen (31) in the first half in Game 2 of a first-round NBA basketball playoffs series in Cleveland, Monday, April 20, 2026. (AP Photo/Sue Ogrocki)

Cleveland Cavaliers guard Donovan Mitchell (45) shoots over Toronto Raptors guard Jamal Shead (23) in the first half in Game 2 of a first-round NBA basketball playoffs series in Cleveland, Monday, April 20, 2026. (AP Photo/Sue Ogrocki)

Cleveland Cavaliers guard Donovan Mitchell (45) shoots over Toronto Raptors guard Jamal Shead (23) in the first half in Game 2 of a first-round NBA basketball playoffs series in Cleveland, Monday, April 20, 2026. (AP Photo/Sue Ogrocki)

Cleveland Cavaliers guard Donovan Mitchell (45) gestures to the crowd in the first half in Game 2 of a first-round NBA basketball playoffs series against the Toronto Raptors in Cleveland, Monday, April 20, 2026. (AP Photo/Sue Ogrocki)

Cleveland Cavaliers guard Donovan Mitchell (45) gestures to the crowd in the first half in Game 2 of a first-round NBA basketball playoffs series against the Toronto Raptors in Cleveland, Monday, April 20, 2026. (AP Photo/Sue Ogrocki)

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