PC and Smartphone Supply Chain Facing Cost Challenges

The demand for storage in AI data centers is affecting the consumer electronics supply chain. Gartner predicts that global PC shipments may decline by 10.4% and smartphone shipments by 8.4% in 2026 due to rising storage costs. The agency also predicts that by the end of 2026, DRAM and SSD prices could rise 130% from 2025, pushing up PC and smartphone terminal prices.

This change shows that the impact of the AI industry is no longer limited to the high-end server market. As a large amount of storage resources flow to AI servers and data centers, consumer electronics manufacturers may face greater pressure to purchase memory, SSD, storage controllers and related accessories. Low-end and mid-range devices are particularly vulnerable to rising costs.

For electronic component buyers, memory price fluctuations need to be focused on. It is recommended that enterprises evaluate the project BOM in advance, lock in the supply cycle of key materials, and prepare compatible alternatives. For long-term projects, stable supply channels, real inventory verification and delivery management will become the key to reducing procurement risks.