Global handheld smart camera shipments jump 57% in Q2 2026, IDC says

The divergence matters more than the headline: gimbal cameras nearly doubled while panoramic grew only marginally, suggesting the growth is concentrated in a specific form factor rather than a broad consumer upgrade cycle. That skew shapes which component and stabilization supply chains see the demand. Whether gimbal-led momentum holds, or panoramic reaccelerates, is the open question.