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Is the Memory Crisis Putting Display Innovation on Hold?
The surge in LPDDR5X DRAM and UFS NAND flash storage prices, fueled by booming AI infrastructure demand and a shift toward higher-margin HBM production, is reshaping smartphone bill of materials (BoM). As memory costs consume a growing share of the BoM, OEMs appear to be extending the lifecycle of existing display platforms, favoring incremental improvements over major specification upgrades.
2026-07-20
Insight
Counterpoint Research to Speak at DXOMARK's Smartglasses: Ready to Replace Smartphones?
Are Smartglasses Ready to Replace Smartphones?
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Is the Memory Crisis Putting Display Innovation on Hold?
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Memory Shock Hits Demand, Exacerbates OLED Oversupply
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Global OLED Market Faces Smartphone Headwinds as IT OLED Applications Drive Growth in 2026
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TV Market Cools Off in May 2026
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LCD TV Panel Prices Start to Decline in July
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