Smartphone Output Slips Despite Sharp Memory Price Increases

First-quarter smartphone production fell 1.7% to 284 million units, according to TrendForce data cited in the available Electronics Weekly item. The same report says memory prices have risen sharply since the second half of 2025, but the effect on smartphone production was minimal. For mobile memory suppliers, this is a mixed signal. Smartphone output is softer, which can limit unit demand for mobile DRAM and NAND, yet the reported resilience suggests that recent memory price increases have not significantly disrupted production planning. That reduces the likelihood of a demand shock from handset makers in the near term, although the compact source does not provide details by vendor, region, or memory type.