Huawei Says Memory Shortage Added $200 Per Smartphone, Warns of More Price Hikes

Huawei consumer chief Richard Yu said memory-component inflation from the AI buildout has lifted per-unit smartphone cost by an average $200 and more price increases are coming, though he called them 'moderate.' Huawei's net income fell 36% in H1 2026 partly on raw-material stockpiling; Apple, Xiaomi and Huawei all raised prices in September.