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After the memory shortage, component prices are also rising… Pressure grows to raise smartphone prices

TL;DR AI

Key summary

2 min read
  1. AI data center investment is driving a surge in memory demand, pushing up prices for key smartphone components and materials.

  2. Rising costs for memory, PCB, and display materials are increasing the overall bill of materials for smartphone makers.

  3. As a result, major brands may raise prices for upcoming flagship phones, including Apple’s iPhone 18 Pro and a possible iPhone Ultra.

  4. Samsung’s Galaxy S27 and other premium models could also face upward pricing pressure as supply chain costs climb.

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