IDC analyst • The Register

IDC analyst • The Register

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Key Points:

  • Amazon is reportedly developing a new smartphone, its first since 2014, internally known as "Transformer," designed to sync with Alexa devices and integrate Amazon shopping into the user experience.
  • Industry experts, including IDC's Francisco Jeronimo, caution that the smartphone market is expected to shrink by 13% in 2026 amid a memory shortage crisis, making it a challenging time for Amazon to launch a new device against established competitors like Apple and Samsung.
  • The new phone is being developed by Amazon's ZeroOne team, led by former Microsoft executive J Allard, and may include a simplified "dumb" version aimed at reducing screen time, though such niche products have limited market appeal.
  • Analysts suggest Amazon's best chance for success lies

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