"The soaring prices of DRAM and NAND memory are eating into the margins, with the bill of materials for a flagship phone predicted to rise by $100-$150. Memory makes up the most with 23% of the total going towards RAM and 18% towards storage."
"The flagship Galaxy S26 series is doing very well, breaking pre-order records in Korea and seeing 25% higher pre-orders than the S25 series in the US, with sales skewed in favor of the Galaxy S26 Ultra."
"Samsung was the top smartphone vendor in Q1 this year with 62.8 million units shipped, a 3.6% increase in shipments over Q1 2025, despite the overall market contracting by 4%."
"Low Power DDR was primarily used in smartphones, tablets, and laptops, but electricity and cooling are two of the biggest costs of running AI cloud infrastructure, leading to increased use of LPDDR in servers."
Samsung's MX division is projected to experience its first annual loss, attributed to soaring DRAM and NAND memory prices impacting profit margins. The bill of materials for flagship smartphones is expected to increase by $100-$150, with memory accounting for a significant portion of costs. Despite this, the Galaxy S26 series has achieved record pre-orders and Samsung remains the top smartphone vendor in Q1, shipping 62.8 million units. The performance of LPDDR5X RAM is notable, but the demand for RAM in AI supercomputers highlights the growing costs in the tech industry.
Read at GSMArena.com
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