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Wang Teng, founder of Yixiu Technology, has responded to recent discussions regarding his past comments on plastic smartphone frames, which have been likened to a "boomerang" effect. In his response, Wang Teng addressed the issue of rising component costs.
The reasons for memory price increases are widely understood: a surge in AI computing power is absorbing production capacity, the three major memory manufacturers are controlling output, industry inventories are at low levels, and there is a transition gap between DDR4 and DDR5 technologies. The combination of these four factors makes price increases almost inevitable.
Several Android smartphone manufacturers have already announced price adjustments for some of their products. Currently, Apple remains the sole brand capable of consistently generating high-margin service revenue from its existing user base. According to industry sources, Apple is aggressively purchasing all available mobile DRAM on the market at high prices, even at the potential expense of its operating margins, a move seen as squeezing the supply available to its competitors.
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