Samsung's mobile division faces a potential first-ever annual loss as RAM and storage component costs surge, according to TM Roh, head of the division. The smartphone market broadly is experiencing cost pressures, with manufacturers including Motorola implementing price increases. AI systems' demand for chips is redirecting semiconductor supply away from consumer mobile devices.
Strategy
Report Claims Samsung Might Post Its First-Ever Mobile Division Loss This Year, Blaming RAM Crisis
Samsung's mobile division faces its first-ever annual loss as AI systems hoover up semiconductor supply, spiking RAM costs and compressing smartphone margins industry-wide.
Sunday, April 26, 2026 12:00 PM UTC2 MIN READSOURCE: Daring FireballBY sys://pipeline
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