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MWC Barcelona, formerly known as the Mobile World Congress, is marking its 20th year with AI features rolling out across everything from flagship smartphones to basic feature phones. But analysts warn a global memory chip shortage driven by demand from AI data centers is squeezing device makers and could raise prices for phones and laptops in the second half of the year.
Transcript
00:02Stand up and pay attention.
00:04Robots and AI are here to stay. That's the vibe at MWC in Barcelona.
00:09It doesn't stand for moonwalking convention, though you can see that here.
00:13It's the Mobile World Congress, the premiere show for wireless and mobile tech.
00:18More than 100,000 visitors and close to 3,000 companies have packed the show floor,
00:23where AI has been put in just about everything.
00:25And the theme of the show this year is the IQ era, which really reflects that combination of technology and
00:32human intelligence,
00:34the way things are coming together.
00:35Despite the never-ending robot demos, this show has always been about phones.
00:40South Korea's Samsung is showcasing its Galaxy S26 Ultra, which has a built-in privacy screen
00:46that narrows the viewing angle so no one beside you can see your display.
00:50But AI is coming even to so-called feature phones or dumb phones, which intentionally offer fewer features than smartphones.
00:58Maker HMD says voice commands can still be helpful for users.
01:02Ask the phone to do something for you, such as turn on alarm clock, maybe you want to call a
01:08person,
01:09so you don't have to go into multiple menus, and that will be super simple to do.
01:14On the other end of the spectrum, phone maker Honor is showing off a prototype robot phone,
01:19with a tiny AI-powered camera arm that can track your face during recordings or do little dances.
01:26But is the world ready for robot phones?
01:28Honor's new robot phone is a big step forward in terms of industrial design, but it's a big risk as
01:33well.
01:33Do people really want something like this?
01:35Taking that to the mobile phone does allow Honor to do something slightly different, but it's going to be expensive,
01:41and with a mechanical design, there's always a certain amount of risk.
01:45Behind the flashy new tech, the industry is facing a crisis.
01:49A global shortage of memory chips, driven by massive demand for AI data centers,
01:54is squeezing the supply chain for devices like phones and laptops.
01:57Prices have skyrocketed, and analysts say that's likely to continue.
02:01Which is quite ironic. AI, which is the future of devices,
02:05is now sort of eating the device because it does not allow to have enough memory
02:11for manufacturers to launch their own products.
02:16And prices will increase dramatically in the second half of this year.
02:21This year's MWC makes one thing clear.
02:24The race to put AI into everything is accelerating.
02:27The question now is whether the supply chain can keep up.
02:31Yuan Duan and Chris Gorin for Taiwan Plus.
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