1. The three-year boom in storage chip terminal price age: a full price hike in home-grown mobile phones.
In March 2026, China’s mobile phone industry reached a historic turning point. Vivo, OPPO, announced successive price increases, and the era of DRAM contract prices officially ended. For example, in the case of the mainstream 12GB+256GB storage module, costs jumped from about $30 in the low valley to $120, and the cost...