Overview
While resistance to high memory prices is beginning to appear, the upward trend in prices remains unchanged due to supply shortages.
“Industry-wide memory shortages and price increases are likely to define the overall scale of the handset industry through the fiscal year” (Qualcomm): In the Q1 price negotiations, mobile companies rushed to secure volumes by compensating for memory prices that rose significantly compared to the beginning of the quarter (compensation price). However, in contrast, resistance to prices is visible in the Q2 price negotiations. Except for some large-scale supplies, more time is required to obtain the desired price.
