By 2026, Samsung Electronics, SK Hynix, and Apple had concluded their negotiations regarding price increases for memory components utilized in iPhones. Specifically, Samsung implemented a price hike exceeding 80%, while SK Hynix nearly doubled its prices, though these adjustments were applicable solely to the first half of that year. Concurrently, Samsung's semiconductor division declined long-term supply commitments from its mobile business unit, opting instead for quarterly agreements. This strategic shift resulted in escalated production costs for the Galaxy S26 series. The worldwide memory market is currently grappling with a supply-demand discrepancy, intensifying the rivalry among smartphone producers for securing memory stockpiles.
