The global consumer electronics market is facing unprecedented production cost increases, driven primarily by surging demand for artificial intelligence-supporting chips. Manufacturers such as Samsung and Apple are grappling with RAM shortages, translating into record prices for new devices. Simultaneously, companies are intensifying work on innovations, including new iPhone 17e models and the Galaxy S26 series, trying to regain margins in a challenging economic environment.
Memory Availability Crisis
Huge demand for AI is causing RAM shortages, drastically driving up computer and phone prices.
2026 Premieres from Giants
Apple is preparing the iPhone 17e, and Samsung the Galaxy S26 series with new battery and screen technology.
Reshuffling in Wearables
Apple and Huawei dominate the smartwatch market, while Samsung is seeing sales declines in this segment.
The beginning of 2026 brings fundamental changes to the mobile and computer technology market, where the dominant factor becomes the struggle for hardware resources. The rapid development of artificial intelligence has forced semiconductor suppliers to redirect production capacity towards manufacturing advanced chips for servers. Consequently, the market is beginning to lack standard RAM memory modules, which directly impacts consumers. Laptop and smartphone prices are rising, and experts warn that this is not an optimal time to replace equipment. Apple, despite rising costs, is not abandoning expansion, preparing to launch the budget iPhone 17e, which aims to attract less affluent customers seeking access to the brand's ecosystem. The history of the technology market is already familiar with periods of severe shortages, such as the one from 2020-2022 caused by the pandemic, which led to the paralysis of many production lines worldwide.Samsung, the South Korean giant, is focusing on refreshing its flagship series. The Galaxy S26 model, though described by some reviewers as a "reheated cutlet," is set to introduce new solutions in foldable screen safety and improved power systems. The company confirmed work on a completely new battery technology, intended as a response to the growing energy demands of AI-integrated processors. At the same time, Samsung is struggling with declines in the wearables segment, where Huawei and Apple are strengthening their positions as leaders. The manufacturer is seeking salvation in accessories, such as the Galaxy Buds 4, and aggressive pre-sale offers from US mobile carriers, offering devices almost for free in exchange for long-term contracts. The situation in Europe is somewhat different in the automotive sector, where we observe a downward trend in prices for new cars, especially electric models. This results from the fact that the previous strategy supporting electromobility in the European Union is beginning to require adjustments, and manufacturers are forced to offer substantial discounts, reaching even several tens of thousands of zlotys, to stimulate demand. Meanwhile, in the technology world, smaller players are beginning to withdraw from producing traditional phones, seeing their chance in dedicated devices powered by AI. The market is thus in a phase of deep transformation, where classic hardware specifications are giving way to integrated machine intelligence services, for which customers are paying an increasingly higher price. „Watch Smartphone Market Facing Crisis Like No Other” — Nabila Popal
Mentioned People
- Nabila Popal — IDC analyst specializing in the mobile device market.