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Memory Shortage Predicted to Drive Smartphone Prices Up

1/15/2026

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Summary

Story summary

In 2026, a memory shortage risks higher smartphone prices.
Carl Pei, CEO of Nothing, said memory module prices could rise to over $100 by year-end 2026, forcing a price bump or downgraded specs.
Pei says Nothing is positioned well for the shift toward design-led preferences over raw specs.
Despite the challenges, he remains optimistic about Nothing's future.
The Android experience from Nothing is solid, but may not satisfy high-performance users.

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Story summary

In 2026, a memory shortage risks higher smartphone prices.
Carl Pei, CEO of Nothing, said memory module prices could rise to over $100 by year-end 2026, forcing a price bump or downgraded specs.
Pei says Nothing is positioned well for the shift toward design-led preferences over raw specs.
Despite the challenges, he remains optimistic about Nothing's future.
The Android experience from Nothing is solid, but may not satisfy high-performance users.