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AI Is Reshaping India’s Smartphone Market: Memory Costs Rise as Budget Devices Lose Demand

AI Is Reshaping India’s Smartphone Market: Memory Costs Rise as Budget Devices Lose Demand

Friends, I’d like to share an observation from the tech and smartphone world.

AI demand is affecting not only data centers, but also consumer devices. Memory makers are shifting capacity toward more profitable AI chips, pushing up prices for RAM and storage.

In India, the impact is especially visible: smartphone shipments fell 10% year over year in April–June. The sharpest decline came in the entry-level segment, where price sensitivity is highest.

Brands are responding differently: some are narrowing launch geographies, while others are focusing on premium models and financing.

Why it matters: AI-driven capacity reallocation is reaching the mass consumer market.

Temporary spike, or the new normal for smartphones?

#AI #smartphones #India #HackerNews

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AI Is Reshaping India’s Smartphone Market: Memory Costs Rise as Budget Devices Lose Demand

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