… 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. …
… But in the current situation, PC manufacturers are ultimately 'bound' to pass on the cost pressure to customers. …
… 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. …
… We also have a statement from Teamgroup on this matter, and that only paints a further bleak picture of the entire situation: We have indeed observed noticeable upward pressure on prices across the NAND and DRAM markets. …