Samsung phone division could post its first ever loss as AI drives memory costs higher

Samsung’s mobile division may face its first-ever net loss as AI-driven demand pushes up DRAM and NAND prices.

Rising LPDDR5X and NAND costs are increasing smartphone bill of materials, and handset makers are already raising prices.

Analysts expect memory to take a much larger share of phone manufacturing costs if supply remains tight.

The pressure could squeeze margins for Galaxy devices even as Samsung’s semiconductor business benefits from the memory boom.