… However, due to structural fluctuations in the global supply chain, several key components are experiencing significant cost pressure, particularly memory DRAM and storage components NAND / SSD . …
… As we noted recently, DRAM costs now make up a whopping 35 percent of the Bill of Materials BOM of a given entry-level handset, while NAND costs add another 19 percent. Together, these two components now make up a whopping 54 percent of a budget smartphone's total cost! …
… Consider the fact that DRAM costs now make up a whopping 35 percent of the Bill of Materials BOM of a given entry-level handset, while NAND costs add another 19 percent. Together, these two components now make up a whopping 54 percent of a budget smartphone's total cost. …
… To mitigate cost pressures, OEMs are reducing memory content per device or prioritizing premium lineups equipped with LPDDR5, where price pressure is relatively manageable. …
… Read all comments on iPhone 18 Pro Price Hike May Not Just Be Fueled By Soaring DRAM Costs, But Also Because Of This Camera Upgrade
… But in the current situation, PC manufacturers are ultimately 'bound' to pass on the cost pressure to customers. …
… TF International Securities analyst Ming-Chi Kuo has also suggested that Apple’s iPhone 18 launch strategy should be to absorb DRAM costs, as its Services division will provide sufficient financial cushion. …
… Similar to AI memory, HDDs have seen massive adoption in recent times, which has put suppliers under pressure. …
… While the goal certainly seems optimistic, it is also important to note that the NAND supply lines are already under massive pressure following demand for storage from CSPs and AI giants, and given that the AI SSD solution being discussed actually becomes mainstream, well, you could expect a DRAM-l… …
… However, given how difficult it has become to secure DRAM supply in recent times, vendors like ASUS, Acer, and others have no option but to raise prices, hoping to offset rising BOM costs. …