[News] Samsung Reportedly Plans Over 70% of Galaxy S27 Production for Pro, Ultra in 2027 Amid Rising Memory Costs

What happened

According to ETNews citing industry sources, Samsung Electronics is reportedly planning to allocate more than 70% of Galaxy S27 production to the Ultra and newly introduced Pro models in 2027, prioritizing higher-margin devices, with the Pro accounting for approximately 20% of total output. Samsung typically produces around 35 million Galaxy S series smartphones annually, with this year's Galaxy S26 lineup following a similar plan; the Ultra accounts for roughly half of that volume, or approximately 18 million units. The company is expected to maintain a similar overall production volume for the Galaxy S27 series next year, planning around 18 million Ultra units and an additional 7 million to 8 million Pro units. The upcoming Galaxy S27 Pro is expected to offer most of the Ultra's features in a smaller form factor but without stylus support. The shift comes as rising memory costs squeeze smartphone margins: per Samsung's 2026 half-year business report cited by ChosunBiz, procurement prices for mobile memory surged approximately 211% compared with the 2025 annual average, while mobile application processor prices rose only around 6%; Samsung's MX business posted an operating loss of approximately KRW 600 billion in 3Q26, narrowing from KRW 700 billion in the previous quarter. Samsung also decided to cut Galaxy A series shipments by 20% in the fourth quarter of 2026. Per TrendForce, higher mobile DRAM prices and dwindling inventories of lower-cost components are weighing on smartphone production, with memory suppliers prioritizing higher-margin AI and server applications, keeping mobile DRAM supply tight and prices elevated.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce · 11/9/2026 · View original source