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  • DRAM price surge could push smartphone BOM up to 25% in 2026, Chinese OEMs hit hardest
    December 16, 2025, 8:24 AM EST. Rising DRAM prices are driving a projected 25% increase in smartphone BoM for 2026, with the impact most acute on the low-end segment. Counterpoint Research flags a 25%/15%/10% rise for low-end, mid-range, and high-end devices, signaling tougher margins for Chinese OEMs. Apple and Samsung appear better positioned to weather the squeeze, while some Chinese brands may prune portfolios or reduce volumes. The trend shows BoM costs up about 20-30% in the below $200 tier, vs. single-digit to low-teens in higher tiers. If costs can't be passed through, shipments of low-end SKUs could shrink, reshaping market share and pricing in coming quarters.