[이슈플러스]'칩플레이션'에 휴대폰 1분기 수익성 '흔들'

Rising memory prices driven by AI server demand are squeezing smartphone profitability despite strong Galaxy S26 sales. Samsung's Q1 mobile division margins fell 30% year-over-year as chipflation eroded operational efficiency gains, signaling an industry-wide profit compression. Price increases on flagship models indicate manufacturers are shifting cost burdens to consumers as commodity pressures persist.