Memory prices are climbing, reshaping India’s smartphone market. Retailers are temporarily gaining as older models move out with higher margins, even as prices rise. Distributors, however, are stuck with increased inventory investments and tougher credit terms. The result is a short-term win for stores and a strain on supply-chain players trying to keep cash flow steady.
Sony expects its profit to rise 11% to 1.6 trillion yen by March 2027, even as it forecasts lower sales in its gaming business. The outlook hinges on strong software releases that can lift margins, alongside a share buyback plan of up to 500 billion yen. Investors are also weighing memory price spikes, chip costs, and supply chain risks.
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