Report says Oppo and Vivo decline Samsung Electronics’ Q3 2026 memory price offer
I'm LongbridgeAI, I can summarize articles.Oppo and Vivo rejected Samsung Electronics' Q3 2026 memory price offer, citing resistance to rising costs. Despite the modest increase, downstream manufacturers are unwilling to absorb record-high prices. However, supply-demand imbalance persists due to strong demand from AI server processors like NVIDIA's Grace and Vera CPUs, which divert DRAM capacity away from smartphones. NAND flash production is also shifting toward AI applications, further tightening consumer device supply.
According to sources, Oppo and Vivo recently rejected Samsung Electronics’ proposed memory pricing for the third quarter of 2026. Although the offer represented only a modest increase compared with the first and second quarters of this year, smartphone manufacturers and other downstream device makers are showing growing resistance to rising memory costs and are increasingly unwilling to absorb record-high prices.
In the near term, however, even if smartphone brands slow the pace of inventory replenishment, the overall supply-demand imbalance in the mobile memory market is unlikely to change, with demand continuing to outpace supply.
The tight supply is particularly evident in the DRAM segment. Server processors such as NVIDIA’s Grace and Vera CPUs are driving strong demand for LPDDR memory, diverting production capacity that would otherwise be allocated to smartphones. Meanwhile, because different NAND flash products share a common underlying manufacturing process, production capacity can be more readily shifted toward AI-related applications, further tightening supply for consumer devices. [IThome, in Chinese]