Soaring Memory Prices Impact End Products, Specification Downgrading Becomes a Trend

Last Modified

2025-12-09

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Aperiodically

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Memory price surge continues into 1Q26, pushing BOM cost to a critical point. Brands freeze price cuts and downsize specifications, facing severe sales challenges.

Key Highlights

The memory price surge in 1Q26 exceeded prior expectations, leading to the BOM (Bill of Materials) cost pressure on end products approaching a critical point.
Brands are forced to freeze price cuts and downsize specifications, forewarning of more severe challenges for terminal shipments.
High-end products will adjust pricing and promotion; mid-to-low-end products may reverse price increases or accelerate EOL.
DRAM specifications are being forced to tier down.

Memory Prices Will Surge in 1Q26; As BOM Cost Pressure Reaches Critical Point, Electronics OEMs Will Be Forced to Halt Price Cuts and Lower Specifications
- Mobile DRAM Price Trends for US and Chinese Brands
- Mobile NAND Flash Price Trends for US and Chinese Brands
- Memory’s Portion of BOM Cost for iPhone 17 Pro 256GB
Soaring Memory Prices Lead to Structural and Pricing Divergence in NB Market
Smartphones and NBs Forced to Downgrade in Specifications in Phases with the Arriving Era of High-Prices Memory
- Changes to Mainstream DRAM Content among Smartphones and NBs
Smartphone and NB Markets Challenged by Critical Point of Cost and Downgrade of Specifications
- Summary of Smartphone and Notebook's Reaction of Memory Price Hike in Different Segmentation