According to reports, Samsung Electronics' semiconductor division (DS) offered Apple a 100% price increase, which was unexpectedly accepted immediately. Semiconductor industry insiders revealed that Samsung's DS division originally aimed to raise Apple's supply price by about 60%, and used a 100% increase as the starting price in the first round of negotiations, intending to leave room for negotiation on the final outcome. Unexpectedly, Apple accepted on the spot. Sources familiar with the matter indicated that this sufficiently illustrates the extent of the competition among mobile phone manufacturers for memory inventory, and has also created a chain reaction.
Samsung's semiconductor division subsequently abandoned its long-term supply agreement (LTA) with the Mobile Experience (MX) division, replacing it with quarterly contracts to maximize profits. Against the backdrop of a global shortage of general-purpose memory, to ensure shipments of the Galaxy S26 series, Samsung Electronics' MX division will share the initial mass production of LPDDR5X memory between its own DS division and Micron Technology. Both Samsung's semiconductor division and Micron plan to significantly increase the LPDDR5X supply price in negotiations after the initial mass production, which will have a significant impact on the profitability of Samsung Electronics' Mobile Experience division. Samsung launched its new Galaxy S series flagship models in San Francisco on Wednesday. The base model S26 is priced at $899, and the S26+ at $1099, both higher than their predecessors.
Subscribe And Save Stay in touch.
