AI memory crunch set to lift India smartphone, PC prices 5–10% over 12–18 months
HBM and advanced DRAM capacity is being rerouted to AI servers, with memory prices up 30–50% and 80+ smartphone models already repriced 15%. IESA and Counterpoint flag tightness through 2026–2027, with entry-level and mass-market devices facing the sharpest affordability squeeze in India.
What happened
IESA · AI-driven demand for HBM and advanced DRAM is diverting memory capacity from consumer electronics, pushing smartphone and PC prices up 5-10% in India
Key facts
- 5-10% device price hike
- 10-15% in some categories
- memory prices up 30-50%
- 80+ smartphone models +15%
- tightness through 2026-2027
Why this matters
Scout acquisitions or long-term supply tie-ups with DRAM/HBM-adjacent players and distressed entry-tier device brands likely to consolidate as affordability pressure peaks into 2027.