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Institution: Soaring memory prices have drastically changed the cost structure of mobile phones, making price increases inevitable

Institution: Soaring memory prices have drastically changed the cost structure of mobile phones, making price increases inevitable

金十金十2026/03/10 07:48
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Golden Ten Data, March 10 – According to the Counterpoint Research Memory Price Tracker Report, mobile memory prices continued to rise sharply in Q1 2026, with DRAM prices increasing by more than 50% quarter-on-quarter and NAND Flash prices surging by over 90% quarter-on-quarter. This significant price hike is causing structural changes in the bill of materials (BOM) costs for smartphones. Data from Counterpoint’s Component Cost and Teardown Service shows that although all price segments are affected, entry-level models are particularly hard hit.
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