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Memory Divided the Smartphone Market… Low-cost Phones Shrink, Premiums Grow
The growth formula for the smartphone market is changing. While the past focused on selling more devices, now the amount of memory packed into a single device is driving market direction. Global smartphone shipment volumes have entered a phase of slowdown or decline, but the DRAM and NAND capacity installed per smartphone is actually increasing. Rising memory prices are putting pressure on the smartphone market while simultaneously widening the gap between premium and budget products.
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