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Samsung Mobile Experience

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Headlines · 1

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

    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.

    科技新报 · 🔥 5

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