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Telecommunications & Media

Budget smartphones shrink as premium models grow, reshaping market

The global smartphone market is shifting toward higher-priced models as the share of devices under $200 declines and premium phones gain ground, data from Omdia show. Component cost increases, especially memory, are hurting profitability for cheaper handsets. Omdia expects total shipments to fall this year, but revenue and average selling prices to rise. In South Korea, value phones from carriers cluster around 400,000 to 500,000 won.

Industry

HBM supply hits limits as memory race shifts from bandwidth to utilisation

Limits on expanding high-bandwidth memory are pushing the memory industry to focus on improving resource utilisation in AI servers rather than boosting bandwidth alone. With only about 50 to 60 percent of installed server memory used for computation, companies are pursuing technologies to pool and reallocate capacity, including CXL, PIM and high-bandwidth flash. Supply constraints and rising costs reinforce the shift toward a tiered memory approach combining different memory types.

AI & Enterprise

AI bubble likely to burst on oversupply, not technology failure, with 2028-2029 as risk window

The AI bubble could burst when supply and capital spending outpace demand that can be monetised, rather than from technology failure, an analysis said. Persistent bottlenecks in memory, advanced packaging, networks, power and site readiness may delay a downturn. Strong semiconductor sales and AI-related revenue underscore demand, but rising memory prices may be lifting revenue faster than deployments. Oracle, OpenAI and the Stargate project were cited as showing a gap between commitments and realised revenue, with 2028-2029 flagged as a high-risk period.