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Author Topic: Samsung's mobile division may be facing its first-ever annual loss because of crazy memory prices  (Read 67 times)

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Offline mastercode

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Samsung's mobile division may be facing its first-ever annual loss because of crazy memory prices
« on: April 25, 2026, 03:35:03 AM »
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Samsung's mobile division may be facing its first-ever annual loss because of crazy memory prices

Samsung’s MX division (which builds its smartphones) may be facing its first-ever annual loss – meanwhile, the folks over at Device Solutions (where the memory business is housed) posted guidance for a record-breaking Q1. You have already figured out that there is a single cause for these two events.

To spell it out, the soaring prices of DRAM and NAND memory are eating into the margins. According to the analysts at Counterpoint, the bill of materials (BoM) for a flagship phone ($800+) is predicted to rise by $100-$150. Memory makes up the most with 23% of the total going towards RAM and...


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