Reshuffling the BoM - Component Cost Dynamics Amid Memory Price Spikes
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.
Table of Contents:
- Low-end smartphone BoM changing dynamics
- Mid-end smartphone BoM changing dynamics
- Premium smartphone BoM changing dynamics
- Subsequent changes in the market
Published Date: July 2026
Category
Industry
Semiconductors
Service
Individual reports
Report Type
Report
Time Period
Other
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Author
Shenghao Bai
Shenghao Bai is a senior analyst at Counterpoint Research, specializing in Teardown & BoM analysis and smartphone supply chain research. He is also a certified Project Management Professional (PMP). Shenghao has extensive experience working with leading smartphone and smart device companies, including Samsung Electronics, OPPO, and Xiaomi, where he oversaw hardware development and project management across a range of products. His expertise spans product planning and emerging technology trends.