Chinese manufacturers of polarizing films, who control 71.3% of the global market, are reportedly planning to raise prices by 10%. This could potentially trigger a rise in display prices and, ultimately, the cost of all electronics.

According to The Elec, due to logistical disruptions caused by the crisis in the Strait of Hormuz, the cost of chemical raw materials has surged by 15%. Since materials account for up to 80% of the film's production cost, the overall price increase amounts to 10%. Factories are forced to pass these costs on to buyers of matrices for televisions, monitors, and smartphones.

Curbing price increases for consumers through internal resources is currently not possible, as China imports over 90% of its raw materials from other countries. China is attempting to ramp up production of the scarce films, but commercial output and price stabilization for these components are not expected before 2027. Meanwhile, prices will continue to rise.

Earlier reports indicated that a shortage of RAM and storage memory is forcing Apple to implement record price hikes for its gadgets. For instance, the base price of the iPhone 18 Pro could rise to $1,299.

The main reason for this is the surge in demand from AI giants such as Google, Microsoft, Meta, and Amazon, who are massively buying up memory chips for neural networks. This has led factories to reduce production of components for conventional devices.

Source: podrobno.uz