TL;DR
Nothing has confirmed it will not release a new CMF phone this year due to high RAM prices. The company cites memory costs as a key factor, reflecting broader industry shortages.
Nothing has officially canceled its upcoming CMF Phone 3 Pro for this year, citing the current spike in RAM prices as the primary reason. The decision was announced by co-founder Akis Evangelidis on X, indicating that the company cannot build a phone that feels like a genuine step forward at a reasonable price under current market conditions. This marks a significant shift in Nothing’s product plans amid ongoing industry-wide component shortages.
According to Evangelidis, the company was working on a successor to the CMF Phone 2 Pro but decided against launching it this year due to the high cost of memory components. He stated that the current RAM prices make it impossible to develop a device that offers meaningful improvements without exceeding targeted price points.
CEO and co-founder Carl Pei also highlighted the impact of RAM shortages, noting that memory costs have doubled since the company decided to build the Phone 4A, and have doubled again since its launch. Pei described memory as now being the most expensive component in a smartphone, emphasizing the severity of the supply chain issues.
While the specific model canceled is not named, Evangelidis confirmed that CMF still plans to release several new products this year, including entirely new categories. He also hinted that the company’s smartphone launch season is not over, suggesting future releases may be unaffected by the current RAM crisis.
Impact of RAM Price Surge on Nothing’s Product Line
The cancellation underscores how global component shortages, especially for RAM, are affecting even smaller, innovative smartphone brands like Nothing. Industry-wide, rising memory costs are forcing companies to reconsider product timelines and pricing strategies, which could slow innovation and limit consumer choices in the mid-range segment. For consumers, this may mean fewer new models or delayed releases from brands that rely heavily on high-performance components.
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Industry-Wide RAM Shortage and Its Effects
The global shortage of memory chips has been ongoing, driven by supply chain disruptions and increased demand. Major tech companies, including Apple, have publicly acknowledged the crisis, with Apple announcing price hikes due to the unsustainable costs of RAM. This environment has led to delays, cancellations, and increased prices across the smartphone industry, impacting both premium and mid-range devices.
Previously, Nothing’s CEO mentioned that memory costs doubled between the decision to build the Phone 4A and its launch, illustrating the direct impact of the shortage on product development. The broader industry trend indicates that component scarcity will likely persist into 2026, complicating new product launches for many manufacturers.
“We were working on a successor but with memory prices where they are right now, we can’t build a phone that feels like a genuine step forward at a price that makes sense for CMF.”
— an anonymous researcher
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Unclear Future of RAM Supply and Pricing Trends
It remains uncertain how long the current RAM shortage will last or whether prices will stabilize soon. Industry analysts suggest shortages may persist into late 2026, but exact timelines and the potential for price reductions are still unknown. It is also unclear if other component shortages will similarly delay or cancel upcoming product launches from different brands.
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Next Steps for Nothing and Industry-Wide Impact
Nothing plans to continue releasing new products later this year, despite the cancellation of the upcoming CMF Phone. The company may focus on other categories or different product segments unaffected by RAM costs. Industry analysts will monitor RAM market trends to see if prices stabilize, potentially allowing for resumed production of upcoming smartphones. Consumers should expect continued delays or higher prices in the mid-range smartphone segment until supply chain issues are resolved.
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Key Questions
Will Nothing release any new smartphones this year?
Yes, according to the company, Nothing still plans to launch several new products and possibly new categories later this year, despite the cancellation of the upcoming CMF Phone.
How are RAM shortages affecting the smartphone industry overall?
RAM shortages are causing delays, cancellations, and price increases across the industry, impacting both premium and mid-range devices. Major companies like Apple have announced price hikes due to these shortages.
When might the RAM shortage ease, allowing companies to resume normal production?
It is unclear how long the shortage will last. Industry experts suggest it could persist into late 2026, but no definitive timeline has been announced.
Does this mean consumers will face higher prices or fewer options?
Potentially, yes. The ongoing shortages and component costs could lead to higher prices and fewer new models in the near term, especially in the mid-range segment.
Source: The Verge
