存储成本飙升将冲击全球手机市场明年均价或上涨6.9%

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来自Counterpoint Research最新发布的《全球智能手机出货追踪与预测》显示，受存储芯片成本大幅上涨影响，2026年全球智能手机市场将呈现“量减价升”态势。2026年全球智能手机出货量预计同比下滑2.1%，较2025年11月的旧预测下修2.6个百分点，这意味着市场将大概率连续两年收缩。整体来看，几乎所有主要厂商2026年出货均可能同比下滑，不过三星、小米、苹果等头部品牌因规模优势，抗...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219115221a6b54d38&s=b><strong>中华网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来自Counterpoint Research最新发布的《全球智能手机出货追踪与预测》显示，受存储芯片成本大幅上涨影响，2026年全球智能手机市场将呈现“量减价升”态势。2026年全球智能手机出货量预计同比下滑2.1%，较2025年11月的旧预测下修2.6个百分点，这意味着市场将大概率连续两年收缩。整体来看，几乎所有主要厂商2026年出货均可能同比下滑，不过三星、小米、苹果等头部品牌因规模优势，抗...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219115221a6b54d38&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GB00BDT5M118.USD","symbol_name":"天利环球扩展Alpha基金A 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year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"01810":0.9,"MU":1.86},"content_text":"来自Counterpoint Research最新发布的《全球智能手机出货追踪与预测》显示，受存储芯片成本大幅上涨影响，2026年全球智能手机市场将呈现“量减价升”态势。2026年全球智能手机出货量预计同比下滑2.1%，较2025年11月的旧预测下修2.6个百分点，这意味着市场将大概率连续两年收缩。整体来看，几乎所有主要厂商2026年出货均可能同比下滑，不过三星、小米、苹果等头部品牌因规模优势，抗风险能力会更强一些。受成本转嫁与产品结构调整影响，2026年智能手机平均售价（ASP）预测从2025年9月的年增3.6%，上调至年增6.9%。售价上调的背后，DRAM价格上涨是核心推手，当前低、中、高价位段机型BoM成本已分别增加约25%、15%、10%。预计2026年第二季度成本或再增10%-15%，叠加存储价格可能在同期再涨40%，进一步加剧成本压力。此次存储成本上涨根源在于AI服务器需求挤压消费电子产能，三星、美光、SK海力士等存储厂商优先供应利润更高的AI服务器存储产品（如HBM、DDR5），导致智能手机用DRAM/NAND Flash结构性缺货。存储芯片扩产周期一般长达3-4年，2026-2027年产能难有大幅扩张，供需失衡将会持续影响消费电子市场。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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存储成本飙升将冲击全球手机市场 明年均价或上涨6.9%

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存储成本飙升将冲击全球手机市场明年均价或上涨6.9%