… This decision is a necessary response to sustained cost pressures and rising supply costs, aimed at ensuring stable supply, maintaining product quality and service standards, and continuing to support the broader ecosystem. …
… 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. …
… 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. …
… 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! …
… 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. …
… It appears that facilitating AI workloads comes at a high cost, which disrupts existing supply chains, leaving neither consumers nor suppliers sufficient time to react to the changing supply-demand situation. …
… 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. …