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The RAM disaster impacts smartphones, PC parts, handheld sport consoles, and extra, is absolutely beginning to chunk. Between product delays, cancellations, and the expectation of value hikes, 2026 isn’t shaping as much as be a very good 12 months for purchasing new devices. Whereas the outlook isn’t nice, the tech trade stays adaptive, if nothing else. Each disaster can also be a chance, and I’m not the one one who thinks that.

I’ve some sympathy for Carl Pei’s place that the RAM scarcity presents a chance for manufacturers which are much less depending on spec sheets — and the looming value will increase — to market their wares. I don’t assume that Nothing is precisely primed to profit any greater than anybody else (inexpensive telephones are in all probability extra weak to BOM value hikes), however that’s by the by. The RAM scarcity would possibly current some alternatives for manufacturers to interrupt the mould, however will they take it?

The massive determination that manufacturers need to make is how finest to answer this shared drawback. Merely charging extra or settling for much less RAM (and maybe cupboard space) to carry costs regular are the plain choices, however they may even be the weakest: customers will ask why they’re paying extra for a similar {hardware} or why the spec sheet is weaker this 12 months. Ready to see what your rivals do additionally looks like a no-win state of affairs.

For the sake of argument, let’s assume manufacturers unanimously come to the belief that everybody’s costs are prone to go up in 2026. The query then turns into: may — or ought to — you make investments that headroom in one thing aside from reminiscence?

There are undoubtedly some attention-grabbing choices that could possibly be made. Maybe a baseline $799 flagship can accept 8GB of RAM (which was completely positive a few years in the past) as a substitute of 12GB, and spend the distinction on bettering its digicam setup. Everybody loves better-looking photos, and a greater digicam, or an additional one, is an efficient option to get a leg up on the competitors. Alternatively, investing in a bigger silicon-carbon battery would stand out way over somewhat further RAM.

Perhaps mid-range telephones can lastly spring for these dear IP scores, or make investments a bit more cash in design and construct supplies. Alternatively, manufacturers may double down on distinctive software program instruments, concepts like {hardware} keys, MagSafe-style wi-fi charging, or different smaller options that always make the distinction between mid- and flagship-tier handsets.

These options could make a tangible distinction to the on a regular basis person expertise, and customers would possibly really feel that they’re getting extra bang for a slight value improve versus a couple of extra gigabytes of RAM (and even the identical quantity as final 12 months). In any case, these choices may permit telephones to distinguish themselves from those who take the extra apparent route of merely passing on the ballooning price of RAM.

That’s positive on a cellphone with 12GB or 16GB to go round, however underneath tighter constraints like 8GB, it’s a must to take into account whether or not AI options or app responsiveness ought to take priority. Given the combined reception to AI instruments, I don’t assume many customers could be all that bothered if some offline options take somewhat longer as well up. Nonetheless, in case you’re planning to launch one of the best AI-equipped cellphone, having giant quantities of RAM is fairly non-negotiable nowadays.

There’s additionally a tangent right here that doesn’t get talked about a lot anymore: higher reminiscence administration. Smarter app eviction, extra aggressive background limits, and even perhaps resorting to that dreaded swap area may all assist stretch smaller RAM budgets additional. That gained’t magically resolve the issue — AI fashions, specifically, are nonetheless voracious — nevertheless it could possibly be sufficient to easy over the expertise on telephones that may’t afford to throw 12GB or 16GB of RAM on the drawback.

Even so, this successfully splits the market into two segments: the massive manufacturers that may take up RAM prices or go them on to customers so as to maximize AI capabilities, and the smaller gamers that may’t.

Whereas that is already true to some extent — Google and Samsung have two of the bigger AI ecosystems, regardless that Nano runs with moderately modest necessities — the hole may widen if there’s a divergence between telephones that may and may’t meet future {hardware} calls for. Likewise, the expertise might really feel very completely different between telephones with spare RAM to dedicate to AI and people with out.

Maybe this can be a good factor. AI isn’t universally liked within the cellular area (or anyplace, for that matter), and nudging some firms to hunt out other ways to distinguish their merchandise could possibly be wholesome. Perhaps manufacturers that focus extra on battery life, pictures, or distinctive designs would possibly fare higher than AI-obsessed rivals — however I doubt many company methods would need to wager on that.

All that being stated, smartphone designs take years, not months. Altering plans on the final minute to accommodate the explosive costs of RAM up to now few months is unlikely. There’s in all probability little or no the Samsung Galaxy S26 sequence can do about it, for instance, aside from to stump up the added price or transfer to a barely completely different RAM configuration. Altering a broader vary of options is off the desk.

Nonetheless, telephones launching within the second half of 2026 have had a bit extra time to weigh further choices. There are optimistic expectations that the disaster will ease considerably by early 2027, by which case ready it out could be one of the best wager. That stated, the RAM crunch may simply persist past the subsequent 12 months. If it does, it could pay to start out desirous about the right way to construct extra thrilling telephones with out counting on copious quantities of RAM and storage to pad out spec sheets or energy next-gen AI fashions.

Clearly, I don’t assume costly RAM is an efficient factor, not to mention a golden alternative for some manufacturers. It’s a headache that can make units tougher to purchase and dearer, at the least briefly. Nonetheless, there could also be a sliver of alternative for manufacturers to shake up the established order over the subsequent 12 months or two. We’ll simply have to attend and see if we find yourself with some nice buys out of it.