{"id":3941,"date":"2026-01-15T11:59:24","date_gmt":"2026-01-15T10:59:24","guid":{"rendered":"https:\/\/nothingtec.com\/?p=3941"},"modified":"2026-01-15T11:59:26","modified_gmt":"2026-01-15T10:59:26","slug":"carl-pei-aumento-precios-smartphones-2026","status":"publish","type":"post","link":"https:\/\/nothingtec.com\/en\/2026\/01\/15\/carl-pei-aumento-precios-smartphones-2026\/","title":{"rendered":"Carl Pei warns: expensive memory will make mobile phones more expensive in 2026"},"content":{"rendered":"<p>Carl Pei <a href=\"https:\/\/x.com\/getpeid\/status\/2011264565598912657\" target=\"_blank\" rel=\"noreferrer noopener\">has recently shared an analysis<\/a> about the current state of the mobile industry, which serves as a warning for the global market. According to the founder of Nothing, 2026 represents a historic turning point: the business model based on the <strong>The annual reduction in component costs has ended<\/strong>. This situation is forcing brands to rethink their pricing and hardware strategies.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-image is-style-rounded\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1472\" height=\"1173\" src=\"http:\/\/nothingtec.com\/wp-content\/uploads\/2025\/03\/promo-nothing-3a.webp\" alt=\"\" class=\"wp-image-1041\" style=\"aspect-ratio:1;object-fit:cover;width:300px;height:auto\" srcset=\"https:\/\/nothingtec.com\/wp-content\/uploads\/2025\/03\/promo-nothing-3a.webp 1472w, https:\/\/nothingtec.com\/wp-content\/uploads\/2025\/03\/promo-nothing-3a-300x239.webp 300w, https:\/\/nothingtec.com\/wp-content\/uploads\/2025\/03\/promo-nothing-3a-1024x816.webp 1024w, https:\/\/nothingtec.com\/wp-content\/uploads\/2025\/03\/promo-nothing-3a-768x612.webp 768w, https:\/\/nothingtec.com\/wp-content\/uploads\/2025\/03\/promo-nothing-3a-816x650.webp 816w\" sizes=\"auto, (max-width: 1472px) 100vw, 1472px\" \/><\/figure>\n<\/div>\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/amzn.to\/4hwayll\" target=\"_blank\" rel=\"noreferrer noopener\">View deal on AMAZON<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h4 class=\"wp-block-heading\">The impact of artificial intelligence on hardware<\/h4>\n\n\n\n<p>The main cause of this structural change is not found in phone factories, but in data centers. The explosion of <strong>Artificial intelligence has generated a massive demand for memory.<\/strong>, This directly competes with the production capacity of silicon wafers destined for smartphones. For the first time in fifteen years, mobile phone manufacturers cannot assume that storage or RAM will be cheaper than the previous year.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"The price of RAM is OUTRAGEOUS\" width=\"616\" height=\"347\" src=\"https:\/\/www.youtube.com\/embed\/-QB9CJyLpBY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>The data presented by <a href=\"https:\/\/x.com\/getpeid\" target=\"_blank\" rel=\"noreferrer noopener\">Carl Pei<\/a> They are conclusive: <strong>Memory costs have tripled<\/strong> In some cases, components that historically remained below $20 are now climbing towards the <strong>$100<\/strong> in high-end models. This creates a scenario where memory becomes the determining factor in the total manufacturing cost.<\/p>\n\n\n<p style=\"text-align:center; font-size:10px; color:#999; margin-bottom:10px;\">ADVERTISING<\/p>\n<div style=\"min-height:300px; text-align:center;\">\n    <ins class=\"adsbygoogle\"\n         style=\"display:block\"\n         data-ad-client=\"ca-pub-8703083052597032\"\n         data-ad-slot=\"7174952478\"\n         data-ad-format=\"auto\"\n         data-full-width-responsive=\"true\"><\/ins>\n    <script>\n         (adsbygoogle = window.adsbygoogle || []).push({});\n    <\/script>\n<\/div>\n\n\n<h4 class=\"wp-block-heading\">Nothing&#039;s response and the price adjustment<\/h4>\n\n\n\n<p>For Nothing, this supply crisis has direct consequences for its product catalog. The company has confirmed that <strong>Prices will increase across their entire portfolio.<\/strong> of smartphones. A concrete example is the product upgrades during this first quarter to standards such as <strong>UFS 3.1<\/strong>, This technical improvement, combined with silicon inflation, will impact the final sale price.<\/p>\n\n\n\n<p>Unlike large conglomerates that rely on volume and winning the &quot;spec war,&quot; Nothing tries to position this obstacle as an opportunity. The brand has operated from its inception without the economies of scale of the tech giants, which has forced them to <strong>prioritize software and visual identity<\/strong>. In a market where components are prohibitively expensive, the added value through design becomes the main differentiator.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-image is-style-rounded\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/amzn.to\/4nVOViC\" target=\"_blank\" rel=\" noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"900\" src=\"https:\/\/nothingtec.com\/wp-content\/uploads\/2025\/07\/cmf-watch-3-pro_promo.webp\" alt=\"\" class=\"wp-image-2424\" style=\"aspect-ratio:1;object-fit:cover;width:300px;height:auto\" srcset=\"https:\/\/nothingtec.com\/wp-content\/uploads\/2025\/07\/cmf-watch-3-pro_promo.webp 1200w, https:\/\/nothingtec.com\/wp-content\/uploads\/2025\/07\/cmf-watch-3-pro_promo-300x225.webp 300w, https:\/\/nothingtec.com\/wp-content\/uploads\/2025\/07\/cmf-watch-3-pro_promo-1024x768.webp 1024w, https:\/\/nothingtec.com\/wp-content\/uploads\/2025\/07\/cmf-watch-3-pro_promo-768x576.webp 768w, https:\/\/nothingtec.com\/wp-content\/uploads\/2025\/07\/cmf-watch-3-pro_promo-816x612.webp 816w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/a><\/figure>\n<\/div>\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/amzn.to\/4nVOViC\" target=\"_blank\" rel=\"noreferrer noopener\">View deal on AMAZON<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h4 class=\"wp-block-heading\">A market with fewer options and higher prices<\/h4>\n\n\n\n<p>When Carl Pei mentions that the low and mid-range segments could be reduced by a 20%, he is referring to a <strong>forced contraction of supply<\/strong>. Manufacturing budget phones is no longer profitable. If the cost of memory rises dramatically, brands can no longer sell a device at competitive prices without losing money. This will cause... <strong>Many models will disappear from the catalog<\/strong> or that their prices automatically rise to the next level.<\/p>\n\n\n\n<p>As a result, consumers will find themselves in a much more limited market. Brands that based their entire strategy on offering &quot;lots of gigabytes for a low price&quot; will no longer be able to maintain that position. By 2026, the mid-range market as we knew it will be obsolete. <strong>endangered<\/strong>, pushing users towards more expensive models or towards devices with reduced technical specifications.<\/p>\n\n\n<p style=\"text-align:center; font-size:10px; color:#999; margin-bottom:10px;\">ADVERTISING<\/p>\n<div style=\"min-height:300px; text-align:center;\">\n    <ins class=\"adsbygoogle\"\n         style=\"display:block\"\n         data-ad-client=\"ca-pub-8703083052597032\"\n         data-ad-slot=\"7174952478\"\n         data-ad-format=\"auto\"\n         data-full-width-responsive=\"true\"><\/ins>\n    <script>\n         (adsbygoogle = window.adsbygoogle || []).push({});\n    <\/script>\n<\/div>\n\n\n<h4 class=\"wp-block-heading\">The end of the spec race<\/h4>\n\n\n\n<p>This scenario marks the end of an era where raw performance was the main selling point. If hardware costs continue to rise, the industry will be forced to compete exclusively on the <strong>quality of user experience<\/strong> and in software optimization. For Nothing, this paradigm shift is the arena where they hope to solidify their offering against a competition that now needs to learn to sell more than just numbers in a box.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-image is-style-rounded\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"990\" height=\"556\" src=\"http:\/\/nothingtec.com\/wp-content\/uploads\/2025\/03\/promo-productos-nothing-ofertas.avif\" alt=\"\" class=\"wp-image-976\" style=\"aspect-ratio:1;object-fit:cover;width:300px;height:auto\" srcset=\"https:\/\/nothingtec.com\/wp-content\/uploads\/2025\/03\/promo-productos-nothing-ofertas.avif 990w, https:\/\/nothingtec.com\/wp-content\/uploads\/2025\/03\/promo-productos-nothing-ofertas-300x168.jpg 300w, https:\/\/nothingtec.com\/wp-content\/uploads\/2025\/03\/promo-productos-nothing-ofertas-768x431.jpg 768w, https:\/\/nothingtec.com\/wp-content\/uploads\/2025\/03\/promo-productos-nothing-ofertas-816x458.jpg 816w\" sizes=\"auto, (max-width: 990px) 100vw, 990px\" \/><\/figure>\n<\/div>\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/amzn.to\/4lakT9F\" target=\"_blank\" rel=\"noreferrer noopener\">Nothing Product<br>Offers on Amazon<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Carl Pei ha compartido recientemente un an\u00e1lisis sobre el estado actual de la industria m\u00f3vil que sirve como advertencia para el mercado global. Seg\u00fan el fundador de Nothing, 2026 representa un punto de inflexi\u00f3n hist\u00f3rico: el modelo de negocio basado en la reducci\u00f3n anual de costes de componentes ha finalizado. Esta situaci\u00f3n obliga a las [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2840,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","footnotes":""},"categories":[59,38],"tags":[250,190],"class_list":["post-3941","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articulos","category-noticias","tag-carl-pei","tag-noticias"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Carl Pei advierte: la memoria a precio de oro encarecer\u00e1 los m\u00f3viles en 2026 - NothingTec<\/title>\n<meta name=\"description\" content=\"Carl Pei detalla c\u00f3mo el auge de la IA ha triplicado los costes de memoria, encarecer\u00e1 los precios en los m\u00f3viles.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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