Memory Price Surge Cuts Console Forecast

Last Modified

2025-11-28

Update Frequency

Aperiodically

Format

PDF

Soaring memory prices increase system costs and retail prices, hurting the consumer market. TrendForce thus lowered 2026 shipment forecasts for smartphones, notebooks, and game consoles. Game console makers may abandon price cuts due to costs, shifting to high-price, profit-preserving strategies.

Key Highlights

Strong memory price upswing raises end-product costs and prices.
TrendForce revised down 2026 shipment forecasts for the three major consumer products .
Game consoles struggle to implement price-cut strategies due to high memory costs.
Manufacturers may be forced to adopt a defensive high-price, profit-preserving strategy.

Outlook on Game Consoles Reduced for 2026 as Surging Memory Prices Impact Consumer Market
- Demand Outlook of Smartphone, NB and Game Consoles
Game Consoles May Not Carry On With Strategy of Compromising Prices for Quantity as Cost of Memory Remains High
- Game Consoles BOM Cost Shift After Price Hike
Low-End Smartphones Bear the Brunt amidst Strong Price Hikes of DRAM
- Smartphone BOM Cost Structure
Memory Prices Surge as Supply Shrinks, and NB Market Faces Dual Pressures of Rising Costs and Slowing Demand
- Notebook BOM Cost Shift After Price Hike
Memory Shortages and Conservative Demand Outlook Will Impact NB Shipments and Market Shares for PC OEMs
- Percentage of DRAM Supply Consumed by AI and General Servers