According to CounterpointResearch memory price tracking, smartphone memory prices increased by more than 80% month-on-month in the second quarter of 2026. This significant increase has had a continuing structural impact on smartphone BOM costs. BOM costs for flagship models increased by nearly 50% year over year, and DRAM surpassed SoCs to become the most expensive single component in flagship smartphones. The introduction of 2nm flagship SoCs in the future will further drive up the BOM cost of flagship models. Even if OEMs raise terminal retail prices, their overall gross margin is expected to be slightly lower than the same flagship product of the same generation in 2025.

According to CounterpointResearch memory price tracking, smartphone memory prices increased by more than 80% month-on-month in the second quarter of 2026. This significant increase has had a continuing structural impact on smartphone BOM costs. BOM costs for flagship models increased by nearly 50% year over year, and DRAM surpassed SoCs to become the most expensive single component in flagship smartphones. The introduction of 2nm flagship SoCs in the future will further drive up the BOM cost of flagship models. Even if OEMs raise terminal retail prices, their overall gross margin is expected to be slightly lower than the same flagship product of the same generation in 2025.