Memory Pressure Transmits to Mobile Phone Manufacturers: If Terminal Prices Don't Rise, Losses Are Inevitable Next Year
Published:Dec 27, 2025 15:23
•1 min read
•cnBeta
Analysis
This article from cnBeta discusses the rising prices of memory and storage chips (DRAM and NAND Flash) and the pressure this puts on mobile phone manufacturers. Driven by AI demand and adjustments in production capacity by major international players, these price increases are forcing manufacturers to consider raising prices on their devices. The article highlights the reluctance of most phone manufacturers to publicly address the impact of these rising costs, suggesting a difficult situation where they are absorbing losses or delaying price hikes. The core message is that without price increases, mobile phone manufacturers face inevitable losses in the coming year due to the increased cost of memory components.
Key Takeaways
Reference
“Facing the sensitive issue of rising storage chip prices, most mobile phone manufacturers choose to remain silent and are unwilling to publicly discuss the impact of rising storage chip prices on the company.”