Samsung targets China smartphone market with cost‑cutting DRAM strategy

Samsung Electronics holds a negligible share of China's smartphone market – about 0.1% – and is exploring ways to increase its presence. Reports suggest the company is evaluating the use of low‑cost DRAM from Chinese supplier CXMT for mid‑range devices, hoping to offset rising memory prices and supply‑chain pressures caused by global chip shortages and US restrictions.

Analysts note that CXMT’s DDR5 modules are currently priced higher than Samsung’s own chips, and the rumored partnership lacks concrete confirmation. IDC data shows Apple at 18.1% and Huawei trailing, while Samsung’s potential reliance on CXMT faces questions about price premiums for small volumes. The overall assessment rates the credibility of the speculation at around 35%, indicating uncertainty about whether the strategy will deliver a meaningful market share gain.

Both articles highlight broader challenges for Samsung in China, including elevated component costs, competitive local brands, and the need for a sustained, cost‑effective supply chain rather than a short‑term price arbitrage.