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Samsung Unveils Wider Foldable, Hikes Prices on Chip Costs

  • Samsung unveils passport-sized foldable phone priced $1,899
  • Market leader raises prices of updated foldables by $100
  • Apple to pose threat with first foldable this year, analysts say

SEOUL, July 22 (Reuters) - Samsung Electronics on Wednesday ​unveiled a passport-sized foldable phone and raised prices of two updated foldable models, ‌as it grapples with rising memory chip prices while bracing for a new threat from Apple in the niche but growing segment.

The South Korean technology company pioneered foldable smartphones but its dominance is set to be ​challenged by Apple which analysts expect this year to launch a foldable phone with ​a screen similar in size to an iPad mini.

"Strategically, this is one ⁠of Samsung's most important foldable launches," said Francisco Jeronimo, vice president at researcher IDC. "Samsung has ​to defend the category it created, and that's why it cannot play it safe."

Samsung unveiled the ​three Galaxy Z foldable models powered by Alphabet's Gemini artificial intelligence at an event in London.

It priced its passport-sized Galaxy Z Fold8, featuring a wider screen aimed at video-heavy users, at $1,899. It raised its premium Galaxy ​Z Fold8 Ultra and clamshell-style Flip8 by $100 from their predecessors to $2,099 and $1,199 respectively.

Samsung is likely ​to increase its global smartphone market share in 2026 though the overall market is set to contract a ‌record ⁠14% due partly to a memory chip shortage, IDC forecast. Foldable shipments, on the other hand, are likely to grow 20%, IDC said.

Some analysts expect Samsung's mobile division to post its first-ever quarterly loss in April-June as surging chip prices squeeze profit margins, even as they fatten margins ​at Samsung's semiconductor business ​to record highs.

Memory ⁠and storage account for more than 60% of material costs in budget smartphones and more than 30% in premium models, Omdia data showed.

"Memory is ​a much smaller share of the bill of materials on a ​device above $1,500 than ⁠on a mid-range phone, so there is more room to absorb (higher chip prices) at the top-end," said Omdia senior analyst Sheng Win Chow.

"The harder question is what justifies the price. A bigger ⁠screen alone ​is no longer enough," he said.

In terms of processing ​power, the Fold8 and Fold8 Ultra use the latest processor from Qualcomm while the Flip8 uses a Qualcomm chip or ​Samsung's Exynos chip depending on market.

Reporting by Hyunjoo Jin; Editing by Miyoung Kim and Christopher Cushing

Source: Reuters


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