16:18 - 16.03.2026

---

March 16, Fineko/abc.az. According to Counterpoint Research, global smartphone deliveries will decrease by 160 million phones, which will be the largest drop in a decade.

ABC.AZ reports that the main reason is the reallocation of production capacity to highly profitable HBM memory for AI, which sharply limited the supply of consumer DRAM and NAND.

Memory prices have increased many times: DDR5 16Gb eTT has gone up from $4.10 to $24 per chip in six months, and the cost of 8 GB + 256 GB mobile memory may increase by almost 200%, reaching 30-40% of the cost of materials. As a result, low-cost smartphones are losing market share, and major brands are canceling the release of models costing approx. $145. The industry has entered a phase of competition for existing market segments.