Abstract
- The CMF Telephone 3 Professional has been formally cancelled for 2026, confirmed by Nothing co-founder Akis Evangelidis instantly on X.
- Rebuilding the CMF Telephone 2 Professional with an identical specs at right this moment’s part costs would price Rs. 30,000–35,000 (~$320–370) — roughly 50-60% greater than its Rs. 18,999 launch value.
- Carl Pei says RAM prices for the Nothing Telephone 4a doubled between the choice to construct it and launch — then doubled once more since.
- Apple’s Tim Cook dinner individually referred to as the worldwide reminiscence pricing scenario “unsustainable.”
- The scrapped CMF challenge could resurface below the Nothing model because the Telephone 4 (codename “Blastoise”), with leaked Q3 2026 timing.
The Quantity That Makes the Resolution Apparent
CMF’s complete identification is constructed on aggressive worth. Charging 50% extra for a similar {hardware} is not a CMF product. It is a Nothing product at an ungainly value. Evangelidis apparently agreed.
This Is not Simply CMF’s Drawback
The cancellation is the clearest trade sign but of how badly RAMageddon — as some have taken to calling the worldwide DRAM disaster — is hitting the price range finish of the market. Carl Pei addressed it individually within the context of the Nothing Telephone 4a: reminiscence prices doubled between once they determined to construct the system and when it launched, then doubled once more after launch. Nothing’s management has warned publicly that RAM is now the most costly part in a smartphone construct — greater than the SoC, greater than the show. That is a structural inversion of how cellphone economics have labored for the previous decade.
“Nothing CEO Carl Pei put it plainly: for the Telephone 4a, reminiscence prices doubled between the choice to construct it and launch — then doubled once more. RAM is now the most costly part in a smartphone, greater than the chip or the display.”
Apple’s Tim Cook dinner, talking individually, mentioned the reminiscence pricing scenario had “grow to be unsustainable.” When Apple and a startup sub-brand are making the identical criticism in the identical week, one thing systemic is going on.
The place the CMF Telephone 3 Professional May Truly Land
This is the fascinating pivot. Android Authority experiences that leaked CMF Telephone 3 Professional tasks could have migrated to the principle Nothing model, and that the teased codename “Blastoise” — anticipated to launch because the Nothing Telephone 4 — might be a rechristened model of the cancelled CMF system. That will give the {hardware} extra pricing flexibility within the ₹25,000-plus tier with out breaking the CMF worth proposition.
Evangelidis confirmed in his X submit that CMF nonetheless has “a number of new merchandise launching, in addition to some totally new classes” in 2026 — simply not a smartphone. The CMF Telephone 2 Professional, in the meantime, has been out of inventory for an prolonged interval. That scarcity was apparently an early warning signal of the identical price pressures now forcing the cancellation. If you happen to’ve been holding off on choosing one up, the secondhand market could also be the best choice for some time.
