Counterpoint Research's memory-price tracker shows smartphone memory prices rose
more than 80% QoQ in Q2 2026. The surge is producing a sustained, structural
increase in smartphone BOM costs; flagship BOMs are nearly 50% higher YoY, with
DRAM now the single most expensive component, overtaking the SoC. Introduction
of 2nm flagship SoCs will add further upward pressure on BOMs; even if OEMs
raise retail prices, gross aggregate margins are expected to remain slightly
below 2025 same‑generation flagships.
