글로벌 스마트폰 판매 9주 연속 역성장…애플·화웨이 선방

The smartphone industry is experiencing a fundamental shift where supply chain resilience—not brand strength or innovation—determines competitive success. While the market contracts for the ninth consecutive week, Apple and Huawei capitalize on stable memory sourcing to grow, whereas competitors face margin pressure and product cutbacks. Expect this supply-driven divergence to deepen through 2026 as memory costs remain elevated.