Counterpoint Research: Forecasts 2026 global smartphone shipments to fall 2.1% due to the surge in DRAM memory chip prices. DRAM price increases have already increased build of materials (BoM) costs for all smartphones, so that average selling prices are seen rising 6.9% next year as firms pass through higher component costs. DRAM prices could rise another 40% through Q2 2026. $Apple(AAPL.US) #Samsung #Oppo #Vivo #Xiaomi
Source: Dan Nystedt
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