BeijingMemory now takes 40-50% of a low-end phone’s cost, research firm IDC estimates.

Meizu paused new phones, Asus has none planned and Black Shark ended phone repairs.

Large makers spread costs over millions of units, while small brands get no discounts and may get no supply.

Even Transsion’s operating cash flow swung from a 3.29 billion yuan inflow to a 9.9 billion yuan outflow in nine months.

Its stockpile delays the cost rise without removing it.

How each outlet framed it
TMTPost leans critical
frames memory-chip price spikes as the final blow to niche phone makers, tracing Asus, Meizu and Black Shark exits over a decade

Sources: TMTPost