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IDC Sees Smartphone Market Crash on Chip Crunch | Bloomberg Tech: Asia 2/27/2026

The unintended consequences of the memory chip shortage are escalating. A report by market research firm IDC forecasts a 13% contraction in the smartphone market, with the crisis lasting until 2027. Bloomberg Tech: Asia speaks with IDC’s Bryan Ma on their report. Macquarie’s Daniel Kim also discusses the outlook for the Korean memory chip giants…

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The unintended consequences of the memory chip shortage are escalating. A report by market research firm IDC forecasts a 13% contraction in the smartphone market, with the crisis lasting until 2027. Bloomberg Tech: Asia speaks with IDC’s Bryan Ma on their report. Macquarie’s Daniel Kim also discusses the outlook for the Korean memory chip giants Samsung and SK Hynix.

Chapters:
00:00:00 – The memory shortage of 2026
00:03:22 – IDC’s Bryan Ma on the looming smartphone market contraction
00:10:24 – Macquarie’s Daniel Kim on the Korean chipmaker dominance
00:18:41 – Kioxia’s Stacy Smith on the NAND outlook
00:20:48 – China’s chip firms to watch this year
——–
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SpaceX launched a new crew of four astronauts to the International Space Station on Thursday, as questions swirl over the company’s plans for the future of its human spaceflight program. Bloomberg’s Loren Grush joins Ed Ludlow as the crew lifts off on “Bloomberg Tech.”
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