Analyst: Surge in Storage Chip Prices May Suppress Consumer Demand

K-LinePoet · 2026-03-01T03:49:18+00:00

Counterpoint analyst Jeongku Choi pointed out that the surge in storage chip prices could reduce consumer demand for electronic devices, with storage prices rising 80%-90% quarter-over-quarter in the first quarter. This poses a double challenge for manufacturers, who need to adjust procurement strategies or focus on high-end models to cope with cost pressures.

K-LinePoet

2026-03-01 03:49:18

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Counterpoint analyst Jeongku Choi stated in a report that the surge in storage chip prices could dampen consumer demand for electronic devices. According to Counterpoint data, driven by a significant increase in the price of DRAM used in general servers, storage prices have soared by 80%-90% month-over-month since the first quarter. “This is a double blow for device manufacturers,” the analyst said, adding that rising component costs and weakened consumer purchasing power could slow demand. He pointed out that device manufacturers should change their procurement strategies or focus on high-end models to pass on cost pressures.

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