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Sub-$100 smartphone market decline from AI memory costs 2026

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FIRST ENTRY SEP 11
SEP 11 · Day 1

Sub-$100 smartphones become rare as AI memory prices soar

Bryan Ma said that even if the memory crunch eases, that just means price increases moderate, not reverse.

In the second quarter of 2026, shipments of sub-$100 smartphones fell almost 60% from a year earlier, according to IDC data.

In mainland China, less than 20% of Xiaomi's volume is below $200, according to Chow.

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