According to Counterpoint Research's memory price tracking, smartphone memory prices increased by more than 80% month-on-month in the second quarter of 2026. This significant increase has had a continuing structural impact on smartphone BOM costs. According to the agency's estimates, the BoM cost structure for smartphones in 2026 has further changed compared to the same class model introduced in 2025. In the second quarter of 2026, in terms of low-end models, BOM costs for flagship models also increased by nearly 50% year-on-year. DRAM surpassed SoCs to become the most expensive single component in flagship smartphones.
Zhitongcaijing · 4d ago
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According to Counterpoint Research's memory price tracking, smartphone memory prices increased by more than 80% month-on-month in the second quarter of 2026. This significant increase has had a continuing structural impact on smartphone BOM costs. According to the agency's estimates, the BoM cost structure for smartphones in 2026 has further changed compared to the same class model introduced in 2025. In the second quarter of 2026, in terms of low-end models, BOM costs for flagship models also increased by nearly 50% year-on-year. DRAM surpassed SoCs to become the most expensive single component in flagship smartphones.
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