… Rising memory prices hit smartphone OLED demand harder than expected In the report, Counterpoint Research revised its 2026 growth projections for foldable, flexible, and rigid smartphone OLED panels, citing softer demand as rising memory prices put pressure on device costs: “In 2026, within smartph… …
… As for Apple, TrendForce echoed the notion that the company is better positioned to handle these pressures thanks to its reduced reliance on external suppliers, along with long-term partnerships and supply agreements: Apple has recently introduced a lower-priced model, the MacBook Neo. …
… For this reason, BNP upgraded Apple’s stock from ‘neutral’ to ‘outperform’, and set its price target to $300, a 15.3% bump from $260. …
… Last quarter, Apple said the impact on its margins would be more pronounced in the March quarter, and that its Q2 2026 guidance already reflected pricing pressure from supply constraints. …
… The report notes that this dominant position could ultimately benefit Apple relative to Android makers as rising memory prices put pressure on lower and mid-range devices. …
… It wasn’t just a redesign, it was starting from the beginning, and we’re not using cheaper materials, it’s incredible aluminium.” Later in the piece, this section about how the MacBook Neo is machined is especially interesting, given the high build quality and lower-than-expected price: “We started… …
… Full schedules, full inboxes, full expectations. The pressure to keep up, stay productive and always be “on” is real. …
… And since then, Siri’s delays have increased the pressure on Apple to up its AI game. …