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

Kategorie

Branche:

Smartphone, Semiconductors

Dienstleistung:

Memory

Berichtstyp:

Report

Zeitraum:

Other

Branche:

Smartphone, Semiconductors

Berichtstyp:

Report

Dienstleistung:

Memory

Zeitraum:

Other

Autor

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.