Samsung’s mobile business could be heading into unfamiliar territory this year. TM Roh, who leads the company’s Device eXperience division, has internally warned of a possible full-year loss for the MX unit, according to industry sources.

According to MoneyToday, TM Roh internally warned that Samsung’s mobile unit could face an annual loss. If that happens, it would mark the first annual loss since Samsung reorganized its mobile operations under the MX business.

Samsung has already hiked the price of the Galaxy S26 series. The company is also rising prices of existing products that were released in the past. Future products don’t seem to be safe from a price bump, given the current scenario.

At the center of the issue is LPDDR, the low-power memory used in nearly every smartphone. For years, it was a mobile-first component designed for efficiency.

Smartphones ship in millions, but each device uses relatively small amounts of memory. AI infrastructure, on the other hand, consumes massive quantities in a single deployment. As a result, suppliers are prioritizing high-value AI demand.

LPDDR costs nearly doubled in the first quarter compared to the previous one, with expectations of another steep jump in the current quarter. DRAM and NAND are both rising together, amplifying the pressure on manufacturers.

An industry official said, “As the AI industry absorbs even mobile memory, smartphone manufacturers are struggling to secure sufficient supply. Prices have already increased, and further hikes may occur in the second half of the year.”

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