Samsung has highlighted a record low in its demand fulfillment rate amid an escalating crisis in RAM supply, predicting that the gap between supply and demand will expand further by 2027. The tech giant, which is the largest smartphone manufacturer globally, has recently adjusted prices upwards due to the widespread RAM and storage shortages affecting the entire industry.
In its earnings call, Samsung acknowledged the complexities of addressing the growing demand for memory products, stating that AI-related needs are expected to bolster its memory business, while the supply chain challenges remain significant. Executives indicated that customers are prebooking demand for 2027, intensifying the urgency of the situation.
Looking ahead, Samsung teased the introduction of AI glasses aimed at providing immersive multimodal AI experiences, alongside plans for new foldable devices expected to launch in July. The company aims to enhance cost efficiency across its smartphone lineup while focusing on product development to meet evolving customer preferences. Additionally, Samsung intends to expand its offerings in eco-friendly products and improve health features within its devices.