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Tech & Innovation·September 30, 2026·1 min read

Cheap smartphones could soon be a thing of the past, as AI boom snaps up chips — more than 230 million devices a year could be gone by the end of the decade

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AI demand crowding out low-end memory and chip supply means the floor price for “good enough” phones is likely to rise—your TAM assumptions for emerging markets and hardware-adjacent services may be too optimistic. If your product depends on $100–$200 smartphones at scale, start stress-testing scenarios where the entry point is $50–$100 higher by 2030.