根据Omdia的最新分析，拉丁美洲智能手机市场在2026年第二季度（2Q2026）同比下降12%，至3030万部。DRAM与NAND成本上涨传导至零售价格，对入门级设备的需求冲击最为沉重。供应商与渠道商在第一季度曾通过前置发货和库存缓冲部分缓解了这一影响。这些保护措施在第二季度有所减弱，市场低端面临的压力进一步暴露，而中端、高端与旗舰细分市场则仍保持相对韧性。
三星仍是拉丁美洲最大的智能手机厂商，出货1200万部，同比增长9%，市场份额升至39%，为自2022年第一季度（1Q22）以来的最高水平。增长主要由入门级Galaxy A07、A17以及中端A37、A57拉动，其背后支撑在于三星对存储组件短缺的敞口相对较低，且拥有稳固的渠道关系。
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