Storia in 2 fonti

Surging memory chip prices make profitable budget phones ‘impossible’

Major smartphone vendors will try to abandon the money-losing segment despite strong consumer demand, and pivot to more value-added products.

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scmp.com

thehindubusinessline.com

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AI · summaries

scmp.comStai leggendo3 g fa

Surging memory chip prices make profitable budget phones ‘impossible’

Memory costs surge 400% in Q3 2026; BOM for sub-$100 handsets jumps from $14 to $70, eliminating budget profitability. Vendors shift to mid-range; IT managers must recalibrate device procurement budgets and refresh cycles.

originale

thehindubusinessline.com1 g fa

Memory prices push smartphones out of customers’ reach; retailers fear for business survival

Memory costs pushed smartphone prices beyond budget: 61% of Indian retailers sold fewer units in H1 2026, 48% face closure. Vendor shift to premium segments disrupts mass-market distribution, reshaping GTM strategies and hardware partnership economics.

Timeline cronologica

venerdì 24 luglio 2026·scmp.com
Surging memory chip prices make profitable budget phones ‘impossible’
Major smartphone vendors will try to abandon the money-losing segment despite strong consumer demand, and pivot to more value-added products.
domenica 26 luglio 2026·thehindubusinessline.com
Memory prices push smartphones out of customers’ reach; retailers fear for business survival
Rising memory prices threaten smartphone sales, prompting retailers to fear for survival amid cautious consumer spending ahead of the festive season.