A sharp spike in the BOM cost of Apple's next-generation flagship has forced even the highly profitable US tech giant to raise retail prices in response. By comparison, the situation is even...
In 2027, supply–demand dynamics for DRAM and NAND Flash are expected to diverge. On the one hand, strong pull ins from AI servers will further widen the supply gap for DRAM. On the other hand, for NAN...
Memory supply shifts toward AI servers, squeezing mobile DRAM availability and driving a structural decline in global smartphone output in 2027, with only Huawei bucking the trend.
Manufacturers prioritize high-margin sectors, facing buyer resistance in consumer markets due to cost ceilings, which plateaus 3Q26 contract prices and weakens spot markets. However, a major tech earn...
2Q26 smartphone memory price negotiations have once again resulted in substantial price hikes. Multiple consecutive quarters of steep increases have left brands unable to absorb the costs, weighing on...
Quarterly Smartphone Market Status Update tracks on global smartphones market trend. Through the discussion of market scale, trend of panel spec, cost and price changes as well as the movement of capa...
Amidst the AI boom, major memory chipmakers are accelerating the reallocation of production capacity toward high-end AI specifications, plunging low-to-mid-range smartphones into an LPDDR4X supply sho...
Soaring memory prices have triggered a chain reaction, leading to a significant downward revision in annual smartphone production. Faced with heavy cost pressures, brand strategies are diverging; tech...
The era of high-cost memory is unlikely to end anytime soon, and the global smartphone market is projected to enter an output adjustment period starting in 2Q26. Brands equipped with economies of scal...
Despite continued upward momentum in memory contract prices, smartphone brands are maintaining healthy inventory levels to manage cash flow risks. On the market front, robust AI server demand has prom...
Skyrocketing memory prices starting in 2025 are expected to drive a double-digit decline in global smartphone production in 2026, reshaping the market landscape. Leveraging their strong financial posi...
The surging AI server demand for low-power memory has triggered a severe capacity squeeze. Smartphone brands have lost their procurement bargaining power and are facing high cost pressures. To navigat...
In mid-March, Samsung released its 2Q26 quotes ahead of schedule, with price hikes far exceeding market expectations. TrendForce believes this move is primarily aimed at accelerating downward revision...
Quarterly Smartphone Market Status Update tracks on global smartphones market trend. Through the discussion of market scale, trend of panel spec, cost and price changes as well as the movement of capa...
1Q26 Mobile DRAM contract prices were fully finalized in mid-March, with the QoQ increase being the most moderate among all applications. However, to maintain a profitability balance across different...
