… Low-end wholesale price $800 : Flagships are going to face dual cost pressures from high-capacity memory and 2nm flagship SoCs. For a 16GB LPDDR5X HKMG + 512GB UFS 4.1 flagship setup, BOM costs are projected to rise by $100-$150 by Q2 2026. …
… 2026 will be a challenging year with ongoing geopolitical uncertainties and profitability impacted by rising cost pressures across the industry. …
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