Memory Solutions for Gen AI Part 24: Memory Shortages Rewrite the Smartphone Playbook
Overview:
The global smartphone industry is being reshaped by an acute shortage of DRAM and NAND, pushing up costs and undermining the value-for-money model that fueled the rise over the past years. Despite deteriorating demand signals, memory shows signs of no order cut as buyers expect only partial fulfillment and prioritize survival over efficiency. This sets the stage for abrupt order cuts and sharp market-share swings in the second half of 2026.
Table of Contents:
- Industry Beats
- PPT for Tracker
- Excel Tracker
Number of Pages : 4
Published Date: January 19 2026
Category
Industry
Smartphone, Semiconductors
Service
Memory
Report Type
Report
Time Period
Other
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Author
MS Hwang
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.