Apple Best Positioned to Weather DRAM Price Surge, Says Counterpoint

Apple and Samsung are best equipped to handle rising memory chip costs that could drive down global smartphone shipments by 2.1% in 2026, according to new data from Counterpoint Research.

ifixit ram

Image credit: iFixit

In its latest projection for the smartphone market next year, the firm has downgraded its forecast from a previously expected 0.45% growth, citing a memory shortage that has pushed component costs up 10% to 25%. Chinese brands like Honor and Oppo are said to face greater pressure due to lower profit margins, particularly in the entry-level segment where costs have jumped 20% to 30% since early 2025.

"Apple and Samsung are best-positioned to weather the next few quarters," said Counterpoint senior analyst Yang Wang. "But it will be tough for others that don't have as much wiggle room to manage market share versus profit margins."

The memory crunch is being caused by chip manufacturers prioritizing advanced memory for AI servers over basic DRAM used in smartphones. The shift has already created supply constraints, and Counterpoint expects they will persist through 2026.

counterpoint smartphone market growth 2026 projection
Based on the data, Counterpoint says average smartphone prices could rise 6.9% globally next year as manufacturers pass costs to consumers or push buyers toward premium models. Some brands may downgrade other specs like cameras or ship devices with less memory to offset the impact, but ultimately Apple's supply chain clout and vast cash reserves are expected to shield it from these more extreme compromises. Analysts expect Apple to absorb higher DRAM costs in the short term without immediately adjusting retail prices.

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Top Rated Comments

thefredelement Avatar
7 weeks ago
Apple already charges a premium for RAM (and storage), hopefully this is true and they don't raise prices for it even more.
Score: 22 Votes (Like | Disagree)
Radeon85 Avatar
7 weeks ago
Apple already charges an absolutely disgusting price for RAM and storage upgrades, so of course Apple will be fine. They’ve been making stupid amounts of profits on them for years.
Score: 11 Votes (Like | Disagree)
ignatius345 Avatar
7 weeks ago

The RAM price situations are weird. Just make more RAM.
Weird that all these huge corporations haven't thought to do this. Just turn up the speed on the RAM machine so more comes out the end. I'm certain it can't be any more complicated than that.
Score: 10 Votes (Like | Disagree)
roklanhavok Avatar
7 weeks ago
The RAM price situations are weird. Just make more RAM.
Score: 10 Votes (Like | Disagree)
podycust Avatar
7 weeks ago
Well Apple already charge a crazy amount of money for ram upgrades when buying a Mac lets hope they dont get greedy and put the prices up to keep their huge margin
Score: 9 Votes (Like | Disagree)
turbineseaplane Avatar
7 weeks ago
Tim was way ahead of the curve here.



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Score: 9 Votes (Like | Disagree)