hijacked

Lenovo already said it a few days ago: if you want, or need, to buy a device, buy it as soon as possible. The rise of artificial intelligence and the Big Tech fever is causing an unprecedented component crisis. Not us, but Micron. And who is Micron? Well one of the three companies that dominates production overall RAM memory. With only a few players dominating the game, what is happening is that everyone has focused on allocate your resources to the manufacture of high bandwidth memories for AI. For each resource that is allocated to the creation of memory for these GPUs, several are abandoned for the creation of Consumption RAM. And what does RAM have? Absolutely everything. And the industry has just sounded an alarm: this is not a temporary squeeze. It’s a tsunami. And it is going to take smartphones ahead. The AMR crisis is a tsunami It may seem like there’s a lot of hype in making predictions, but there’s a problem: those predictions come from within the industry itself. Talking about memory producers is talking about Micron, Samsung or SK Hynyx, but also Phison. This company manufactures the chips that allow memory modules to communicate with each other and with other components, and its CEO commented a few days ago that estimates suggest that This year between 200 and 250 million fewer mobile phones will be launched. It is an absolute outrage, but beyond the figure, something else stands out: there will be companies that will have to abandon the business. It’s logical. Think that it costs us a lot more money buy an SSD or a ‘RAM stick’but to companies too. It’s not that there is no RAM for consumers: it’s that there is no RAM for anything other than data centers. Therefore, if Nothing – to give an example of one that has already said that it will not launch a high-end product this year– buy the memory at a price three times higher, you have two options: Sell ​​the mobile much more expensive just for that componentso the user will perceive a brutal increase without an improvement in sections such as the processor or the cameras. Do not take out mobile. And if your business depends on continuing the cycle of annual launches, you have a problem. From within the industry, voices like those of SMIC, Intel or NVIDIA have already dropped that the crisis remains for a whilebut now it is the International Data Corporation that gives another pessimistic vision for the mobile market. And the interesting thing is that It is not something that will affect the entire sector equally. According to the IDC, the smartphone market will suffer the biggest drop in its history this year, sinking to a low not seen for more than a decade. We are not talking about benefits, but about units. How to collect ReutersIDC analysts believe that “what we are witnessing is not a temporary squeeze, but rather a tsunami-like shock originating in the memory supply chain. Apple has already said that it is something that it’s going to impact them in a key part of its business, but, precisely, Apple cannot complain as much as others. According to the group, this decline will affect low-end Android mobile manufacturers more severely than Apple or Samsung. These two giants fight in another range and, in fact, they may even benefit because consumers can opt for their models if they see that those of other brands begin to rise in price. The report points out the same as the CEO of Phison: there will be some smaller rivals that will exit the market entirely. And it is a huge problem for these low and mid-range phones. It is estimated that the price of memory represents 20% of the cost of these terminals, so a price increase to compensate would be unfeasible. They simply would not buy those phones. The IDC expects the average selling price of all smartphones to increase by 14% this year, and even if the market begins to recover between 2027 and 2028, some smaller manufacturers will struggle. As we said, there are many voices that are pointing to price increases also in mobile phones. At the moment, those that have already come out are some Samsung Galaxy S26 whose prices have remained the same compared to what was seen last year… but without increases in RAM or changes in many specifications. In the case of the S26 and S26+they are essentially the same phone as the S25. And they are from Samsung, one of the main RAM manufacturers, wow. We will see what happens with other models whose RAM commitments were not signed and committed before the crisis hit, but things are not looking good at all. Therefore, if you have to buy something for whatever reason, it is a bad time, but everything indicates that it will be much better than tomorrow. Image | Xataka (edited) In Xataka | We have reached a point where not even the CEOs of Google or Microsoft deny that we have an AI bubble