NuAxiSemiconductor trade intelligence
[News] China’s Smartphone Market Divides: Honor, Vivo at MWC vs Reported Memory-Driven Price Hikes This Week
What happened
Multiple Chinese smartphone channels report the first wave of price hikes for new models is imminent within a week, driven by soaring memory costs. New model starting prices are expected to rise 600-1,000 yuan, with mid-to-high-end flagships increasing 2,000-3,000 yuan. Bullish: Direct confirmation of near-term price increases for memory-intensive consumer electronics.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
DRAMNAND Flash
price-hikesmartphonememory-cost
Source and time
Source: TrendForce · 3/2/2026 · View original source
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