Overview:
The report analyzes the changing dynamics of BoM costs for smartphones across different price bands (low-end, mid-end, premium), in the background of skyrocketing memory prices. By estimating and calculating with our BoM cost data model, we provide the cost changes and share changes, smartphone OEMs’ response, and further changes in the market. We also give an estimation of the iPhone 18 Pro Max, which will be released in Q3 2026.