Nothing CEO Says Memory Now the Most Expensive Smartphone Component
The statement from a major smartphone maker confirms that AI-driven memory demand is structurally reshaping hardware costs, ending the long-standing trend of annual spec upgrades without price increases.
Reporting from 1 sources: GIGAZINE.
Carl Pei, CEO of Nothing, stated that memory has become the most expensive component in smartphones, accounting for over 50% of hardware costs in some models. He predicts prices will continue rising beyond 2027, and that the best time to buy a phone was yesterday, with the next best time being now.
Carl Pei, CEO of smartphone maker Nothing, said memory is now the most expensive component in a smartphone, surpassing the processor and display. In some models, memory accounts for more than half of total hardware costs. Pei pointed to his company's Phone (4a) as an example: memory costs doubled between the production decision and launch, then doubled again three months after the announcement. He predicts smartphone prices will continue to rise beyond 2027, and that the old model of increasing specs without raising prices is no longer sustainable. Pei said the best time to buy a phone was yesterday, and the next best time is now.
Synthesized by Yomimono from the 1 cited source below, including Japanese-language reporting where cited, then editorially reviewed before publishing.