The memory chip crisis is now reshaping Samsung’s own product plans. Korea’s Money Today reports that Samsung’s Mobile Experience division has asked suppliers to cut production volumes by 20–30% for the October–December quarter.
The numbers
- 2026 shipments revised down: around 200 million units instead of the earlier 270 million estimate
- The trigger: 12GB LPDDR5X RAM prices have surged 175%
- The irony: Samsung’s chip division is posting record profits on the same memory boom that’s squeezing its phone business — one industry source says Galaxy phones are barely profitable at current component prices
Q4 is traditionally Samsung’s quietest production quarter ahead of the January–February Galaxy S launch, so some pullback is seasonal. But a cut of this scale signals just how brutal the component math has become — and raises the odds of higher phone prices or leaner specs in 2026.