NuAxiSemiconductor trade intelligence
[News] Samsung Reportedly Ends Galaxy Z Tri-Fold as Memory Costs Rise; Smartphone Margins at Risk
What happened
Samsung Electronics discontinues Galaxy Z Tri-Fold smartphone sales in Korea due to surging memory costs, which now account for 30-40% of smartphone BOM, up from 10-15%. The company's mobile division faces emergency cost-cutting measures as operating profit is projected to drop over 60% YoY, with margins collapsing to ~2%. Bullish: Memory price surge is directly impacting OEM profitability and suppressing end-demand, tightening supply-demand balance.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
price-hikemargin-compressionproduction-costdemand-destruction
Source and time
Source: TrendForce · 3/16/2026 · View original source
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