The Specs War Is Dead — Your Phone Is About to Get Worse

Описание: In 2026, the long-running smartphone “specs war” officially ends as rising component costs, especially memory, break the old model of delivering more specs for less money. DRAM prices are up over 70% and NAND over 100%, with memory now making up around 20% of a phone’s manufacturing cost, largely because AI data centers are consuming the same supply as phones and PCs. Brands now face a hard choice: raise prices by 30% or cut hardware specs, shrinking entry-level and mid-range segments while favoring big players with scale and secured supply chains. As cheap silicon disappears, progress shifts from raw hardware to software, AI, and user experience, seen in moves like Apple using Google’s AI models while retaining privacy control. Across smartphones and PCs, prices are set to rise, default specs may drop, and the real differentiation will come from intentional design, intelligent software, and meaningful experiences rather than spec sheets alone.

00:00 Introduction and Spec War
00:26 Rising Component Costs
01:40 Shift to Software and AI
03:25 Smartphone Industry Slowdown
05:27 Apple and Google AI Deal
07:49 Apple Leadership Transition
08:35 OnePlus CEO Controversy
09:03 Global PC Shipment Surge
10:11 Qualcomm and Samsung Alliance
11:03 iPhone Camera Sensor Shift

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