RAM shortage hits some of the biggest Chinese smartphone makers: What it means for companies like Xiaomi, Oppo, Vivo and customers

Global memory chip shortages, fueled by AI infrastructure demand, are impacting major smartphone makers like Xiaomi and Oppo. These companies are slashing shipment targets for 2026 as high-bandwidth memory consumes critical production capacity. This crunch is forcing manufacturers to reconsider product lines and potentially reintroduce lower RAM options to maintain profitability.

RAM shortage hits some of the biggest Chinese smartphone makers: What it means for companies like Xiaomi, Oppo, Vivo and customers
Global memory chip shortages, fueled by AI infrastructure demand, are impacting major smartphone makers like Xiaomi and Oppo. These companies are slashing shipment targets for 2026 as high-bandwidth memory consumes critical production capacity. This crunch is forcing manufacturers to reconsider product lines and potentially reintroduce lower RAM options to maintain profitability.