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Chart of the Day: Rising Memory Costs Hammer Chinese Smartphone-Makers
Tighter memory chip supply from booming AI demand and higher logistics costs from the U.S.-Iran war are hitting budget-handset manufacturers such as Xiaomi and Transsion, forcing them to cut shipments or move upmarket
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scmp.com
Huawei defies memory chip squeeze hurting Xiaomi smartphones
As the memory price surge squeezes Chinese brands like Xiaomi, Huawei is likely to be the only brand to grow shipments in 2026: Counterpoint.
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caixinglobal.com
Chart of the Day: Rising Memory Costs Hammer Chinese Smartphone-Makers
Tighter memory chip supply from booming AI demand and higher logistics costs from the U.S.-Iran war are hitting budget-handset manufacturers such as Xiaomi and Transsion, forcing…