According to the source, OPPO, vivo refused Tristar electronics 2026Q3 storage. Price

On 22 July, the interface cited industry sources that OPPO and vivo had recently rejected the 3rd quarter 2026 storage offer for Samsung electronics. This offer represents a limited increase over this year ' s Q1 and Q2 prices. In general, downstream manufacturers, such as smartphones, are beginning to show a clear resistance to storage semiconductor prices and are reluctant to pay for the ever-high storage costs. In the short term, however, even if downstream brands choose to slow down memory replenishment, the overall dynamic of moving-end storage semiconductor supply below demand will not change. Particularly in the area of DRAM, server chips such as NVIDIA Grace / Vera CPU have generated a large demand for LPDDRs, crowding out the capacity that should have been assigned to smart phones. On the other hand, due to the sharing of the bottom-level technology base for NAND flash products, it is relatively easy to reallocate capacity to AI。