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Yesterday โ€” 6 December 2025Main stream

The AI Boom Could Increase Prices for Phones and Tablets Next Year

6 December 2025 at 10:34
CNN's prediction for 2026? "Any device that uses memory, from phones to tablets and smartwatches, could get pricier." But will it be a little or a lot? The article cites an analysis from multinational strategy/management consulting firm McKinsey & Company which found America's data center demand could continue growing by 20 to 25 percent per year" through 2030. "That's prompted memory manufacturers like Micron and Samsung to shift their focus to data centers, which use a different type of memory, meaning fewer resources for consumer products. (Jaejune Kim, executive VP for memory at Samsung, said in October that their third quarter saw strong demand for memory for AI and data centers, and that they expected the supply shortage for mobile and PC memory to "intensify further.") Memory prices are rising for consumer products because major manufacturers are instead ramping up production for AI data centers as artificial intelligence companies boom. "It's pretty much brutal and crunched across the board," said Yang Wang, a senior analyst at Counterpoint Research. The International Data Corporation, a global market research firm, reported earlier this week that the smartphone market is expected to decline by 0.9% in 2026 in part because of memory shortages. Memory prices are expected to surge by 30% in the fourth quarter of 2025 and may climb an additional 20% early next year, Counterpoint Research said last month... TrendForce, a research firm that follows the semiconductor industry, estimates memory price hikes have made smartphones 8% to 10% more expensive to produce in 2025 (higher production costs don't always translate into higher consumer prices for a variety of reasons). Some smartphones could cost more as soon as early next year, said Nabila Popal, a senior research director for the International Data Corporation. Cheap Android phones may see the biggest impact, since less expensive products usually have thinner margins. "It's going to be almost impossible for them to not raise prices" of cheaper Android phones, said Popal. Companies may also postpone phone launches to focus on expensive models that may be more profitable. The average selling price for smartphones is expected to climb to $465 in 2026, compared to $457 in 2025, according to Popal, putting the smartphone market at a record high value of $578.9 billion. But the pendulum is expected to swing back in the other direction late next year as the supply chain adjusts, according to Popal and Wang, potentially bringing prices back down or at least capping increases.

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Before yesterdayMain stream

RAM Is So Expensive, Samsung Won't Even Sell It To Samsung

By: BeauHD
4 December 2025 at 13:18
A severe spike in global DRAM prices has pushed Samsung Semiconductor to refuse a long-term RAM order from its own sibling, Samsung Electronics. The move is forcing the smartphone division into short, expensive renegotiations, which will likely mean higher costs for consumer devices. PCWorld reports: Samsung subsidiaries are, naturally, going to look to Samsung Semiconductor first when they need parts. Such was reportedly the case for Samsung Electronics, in search of memory supplies for its newest smartphones as the company ramps up production for 2026 flagship designs. But with so much RAM hardware going into new "AI" data centers -- and those companies willing to pay top dollar for their hardware -- memory manufacturers like Samsung, SK Hynix, and Micron are prioritizing data center suppliers to maximize profits. The end result, according to a report from SE Daily spotted by SamMobile, is that Samsung Semiconductor rejected the original order for smartphone DRAM chips from Samsung Electronics' Mobile Experience division. The smartphone manufacturing arm of the company had hoped to nail down pricing and supply for another year. But reports say that due to "chipflation," the phone-making division must renegotiate quarterly, with a long-term supply deal rejected by its corporate sibling. A short-term deal, with higher prices, was reportedly hammered out.

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Samsung Debuts Its First Trifold Phone

By: BeauHD
2 December 2025 at 00:13
At an event in Seoul on Tuesday, Samsung unveiled the Galaxy Z TriFold, a dual-hinged smartphone that unfolds into a 10-inch tablet (source paywalled; alternative source). It launches on Dec. 12 in Korea for about $2,450. The company plans to sell the phone in the U.S., but hasn't shared pricing. Bloomberg reports: Samsung's device has a different hinge design, folding inward from two sides whereas the Mate models take on a Z shape when being folded. When closed, the TriFold's outer screen offers similar dimensions to a regular smartphone. But when unfurled, it provides a tablet-style experience with a 10-inch display, larger than the panel on the Galaxy Z Fold 7. In the tablet-like mode, each of the device's screens can independently run a different app. This provides the equivalent of three separate 6.5-inch bar-style handsets side by side. Using Samsung's DeX software, which has been tweaked for this particular hardware type, you can also run a desktop-like experience directly on the large inner display. (Other Samsung phones must be plugged into an external monitor to activate DeX mode.) In DeX, the TriFold can operate as many as four distinct workspaces that can each run five apps simultaneously. To preempt concerns about potential breakage, Samsung said it has refined the phone's hinges, aluminum frame and display technology to improve long-term durability. The company will also offer a one-time 50% discount on display repair costs should one eventually be needed. At its thinnest point, the TriFold measures 3.9 millimeters (0.15 inch). Inside, it contains a 5,600 milliamp-hour battery, marking the largest capacity that Samsung has used in a folding phone so far. The battery provides as much as 17 hours of consecutive video playback with the TriFold display fully open. However, in specifications shared with Bloomberg, the company didn't say how long it expects the battery to last with typical usage.

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Smartphones At Age 12 Linked To Worse Health

By: BeauHD
1 December 2025 at 19:45
A new study from the University of Pennsylvania finds that preteens who own smartphones by age 12 have significantly higher odds of depression, obesity, and poor sleep compared to their peers. Axios reports: Kids who owned a smartphone at age 12 were found to have about 31% higher odds of depression, 40% higher odds of obesity and 62% higher odds of insufficient sleep than their peers who didn't have one. The researchers analyzed data from the National Institutes of Health-supported Adolescent Brain Cognitive Development Study assessments conducted between 2016 and 2022. The study included responses from 10,588 youths. Kids who had smartphones were more likely to be female, Black or Hispanic, and from lower-income households. The study has been published in the journal Pediatrics.

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