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Telecommunications & Media

Samsung price hike seen raising pressure on Apple and Google smartphone prices

An analysis says Samsung’s decision to raise prices by $100 across its latest foldable flagship and ultra-premium smartphones is increasing upward pressure on prices across the industry. The report says similar moves by Google and Apple are being discussed, with concerns that consumers may extend replacement cycles. It cited commentary from Engadget and examples including Valve’s Steam Deck pricing and survey and research findings on how higher prices could reduce demand.

Industry

Apple considers CXMT memory as shortage drags on

Apple is reviewing memory products from Chinese maker CXMT as memory supply shortages persist. Japanese ITmedia reported Apple is evaluating CXMT components while seeking assurances from the U.S. Commerce Department that CXMT will not be added to the Entity List. Analysts say the move reflects a longer-than-expected shortage and rising costs. Research firm TechInsights sees memory and storage costs for a future iPhone potentially rising sharply. Micron executives cited past customer price pressure and a 2023 downturn that cut investment.

AI & Enterprise

Will Apple cut prices again after memory shortage eases?

Apple has sharply raised prices for major products, citing a memory supply shortage, and attention is turning to whether it will cut prices again once memory prices stabilise. The company said the increase was unavoidable as memory and key component prices rose without precedent amid the spread of AI data centres. Some in the market see its comments as hinting at a possible rollback, but others say Apple may keep current prices if profitability improves.