ShenzhenMemory exceeds 60% of sub-$100 phones’ parts cost, estimates show.
Transsion, Africa’s dominant phone brand, sells mostly under $150 and cannot easily raise prices.
AI data centres drew memory capacity toward high-bandwidth chips, lifting memory to 40-50% of low-end phone costs.
Its Hong Kong shares trade almost 50% below Shanghai’s while an on-device AI push seeks pricing power.
How each outlet framed it
- TMTPost
- shows the Hong Kong line (HK2636) near its issue price, nearly 50% below the Shanghai A-share, and memory costs now exceeding the chip's cost
Sources: TMTPost