The rumors haven't left much to the imagination, but Samsung has unfurled its 2026 foldable lineup today. There are three models for the first time in Samsung's eight-gen foldable family, including the top-of-the-line Z Fold 8 Ultra. That phone is the successor to last year's Galaxy Z Fold 7, but the Z Fold 8 is new—the company's first wide-body foldable designed for media over multitasking. And then there's a new, thinner flip phone, plus a pair of smartwatches.

You can preorder Samsung's new hardware today, but the component shortage has made these already spendy product lines more expensive this year. Even the Z Flip 8 is now well over a grand, and the Ultra costs almost twice as much.

The Z Fold 8 Ultra has the same basic form factor as the last few Samsung tablet-style foldables. A 6.5-inch OLED on the outside is about the same ratio as a standard smartphone screen. Open it up, and you get an 8-inch display that's roughly twice as wide. That makes the main display close to square.

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Smartphone shipments started to plateau a few years back, ending the days of guaranteed double-digit growth for any company that wanted to make phones. Fewer smartphone manufacturers exist today, and they're facing new pressure in the age of AI. A new report claims that smartphone shipments cratered 11 percent in the last quarter. Some are weathering the storm better than others, though.

According to Counterpoint, this substantial drop brings smartphone shipments to their lowest second-quarter level since 2013. Analysts place the blame for this drop squarely on the increasing price of DRAM and NAND chips. Manufacturers have largely shifted to supporting the AI computing boom, which leaves fewer components for consumer devices like smartphones and PCs. As prices climb higher, fewer people are interested in buying new phones.

This problem has been particularly vexing for people who are happy to purchase budget devices. A recent report from market research firm Omdia noted that higher memory costs are particularly bad for phones priced at $500 or less. In these segments, memory can now easily account for half of the total manufacturing cost. These devices have seen quicker and larger price increases compared to flagship devices, for which memory is now more than a quarter of the cost. That's a significant increase in the past year, but there's still more profit to be had at the high end.

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