A report cited by Ars Technica says global smartphone shipments fell 11 percent in the latest quarter, reaching their lowest second-quarter level since 2013. Analysts attributed the decline to rising DRAM and NAND prices as memory suppliers prioritize demand from AI computing. The impact is especially severe for phones priced at $500 or less, where memory can reportedly account for up to half of manufacturing costs. Apple and Samsung are said to be weathering the downturn better because of their scale, stronger brands, and greater exposure to higher-priced devices.
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