Samsung may cut Q4 smartphone output by up to 30% as AI-driven memory prices bite

科

科技新报10-08 09:41TechNews 編輯台Official

AI summary

Multiple IT and Korean media reports say Samsung's Mobile Experience business has asked component suppliers to trim shipments by 20%–30%, with fourth-quarter smartphone production possibly falling by as much as 30% because soaring memory prices, driven by AI demand, leave little profit in selling phones. The reports cite market data showing mobile LPDDR5X memory at roughly $145–146 per 12GB in Q2, up 175% year on year, with a further ~20% rise possible in Q3 toward $180; Samsung's first-half phone memory procurement costs reportedly jumped 211% on average while average selling prices rose only about 7%. Samsung had estimated 2026 smartphone output of 270 million units, but a Q4 cut could pull full-year shipments down to 220–230 million.

Why it matters: It shows how AI data-centre demand for memory is pushing costs onto consumer devices, prompting even a company that makes both memory and phones to cut output to protect margins.

SamsungSamsung Mobile ExperienceGalaxy Z Fold8

Source text科技新报 · 3 min read

記憶體成本暴漲壓縮利潤，三星第四季手機產量恐大砍三成

三星電子傳出第四季大幅調降智慧手機產量，幅度最高可達三成，主因是 AI 需求推升記憶體價格，讓手機事業的成本壓力急遽升高，獲利空間明顯壓縮。

多家IT與韓媒消息，三星行動體驗事業群近期已要求零組件合作夥伴將供貨量下修20%~30%，外界推估，第四季手機生產量也同步減少最多三成。消息指出，記憶體與半導體價格持續上漲，使三星手機目前「賣了也幾乎沒有利潤」，因此選擇減產以守住整體獲利。

市場研究資料顯示，手機用LPDDR5X記憶體價格第二季升至每12GB約145~146美元，較去年同期大漲175%；到第三季，價格還可能再比前一季上漲約20%，最高逼近180美元。三星數據也顯示，上半年手機記憶體採購成本較去年平均暴增211%，但手機平均售價僅約上調7%，很難完全轉嫁成本。

減產以前，三星原估今年智慧手機產量可達2.7億支，受惠於Galaxy Z Fold8等新機銷售表現。不過若第四季真的減產，全年出貨量恐降至2.2億至2.3億支，較原規劃明顯下修。分析指出，第四季本就是手機銷售相對疲弱時段，加上消費者傾向等隔年初的新機發表，三星此時調整產量，也反映手機市場在高成本環境下的壓力還在加深。

（首圖來源：Unsplash）