寒冬将至？多家企业手机芯片出货下滑

52RD01-31

CounterpointResearch于28日发布全球手机芯片出货量报告，报告指出，受存储器价格上涨、供应紧张双重因素影响，2026年全球智能手机系统级芯片（SoC）出货量预计同比下滑7%，其中售价150美元以下的入门级机型受此影响最为显著。即便整体出货量走低，全球手机芯片市场营收仍将迎来两位数的大幅增长。这一逆势增长的核心原因在于市场结构的显著分化：尽管行业整体销量承压，但单台设备的半导体搭载...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260131133119a46baef3&s=b><strong>52RD</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CounterpointResearch于28日发布全球手机芯片出货量报告，报告指出，受存储器价格上涨、供应紧张双重因素影响，2026年全球智能手机系统级芯片（SoC）出货量预计同比下滑7%，其中售价150美元以下的入门级机型受此影响最为显著。即便整体出货量走低，全球手机芯片市场营收仍将迎来两位数的大幅增长。这一逆势增长的核心原因在于市场结构的显著分化：尽管行业整体销量承压，但单台设备的半导体搭载...</p>\n\n<a 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Mobile phone chip shipments from many companies declined","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1.85,"AAPX":0.6,"SOXX":0.68,"AAPU":0.6,"AAPD":0.6,"AAPY":0.6,"AAPW":0.6,"MACW.SI":0.6,"APLY":0.6,"QCOM":1.86,"SSNLF":0.9,"AAPB":0.6},"content_text":"CounterpointResearch于28日发布全球手机芯片出货量报告，报告指出，受存储器价格上涨、供应紧张双重因素影响，2026年全球智能手机系统级芯片（SoC）出货量预计同比下滑7%，其中售价150美元以下的入门级机型受此影响最为显著。即便整体出货量走低，全球手机芯片市场营收仍将迎来两位数的大幅增长。这一逆势增长的核心原因在于市场结构的显著分化：尽管行业整体销量承压，但单台设备的半导体搭载量提升、芯片平均售价（ASP）上涨，成为拉动市场销售额增长的重要动力。从2026年各厂商手机芯片出货量及市占率表现来看，联发科以34%的市占率居首，出货量同比下降8%；高通市占率24.7%，出货量同比下滑9%；苹果市占率18.3%，出货量同比降幅为6%；紫光展锐市占率11.2%，出货量同比大跌14%；三星则成为唯一实现增长的厂商，市占率6.6%，出货量同比提升7%。该机构分析认为，存储器价格持续走高是拖累手机芯片出货量的核心因素。当前，芯片代工厂与内存供应商为助力数据中心建设，纷纷将产能优先向高利润的高带宽存储芯片（HBM）倾斜，直接导致普通内存产品供应紧缺。这一成本压力对价格敏感型市场的冲击尤为直接，150美元以下的入门级智能手机市场因此受到最大影响。与之形成对比的是，具备自研芯片能力的手机品牌展现出更强的风险抵御能力，同时高端手机市场始终保持热度。分析师预计，2026年全球售出的智能手机中，售价超500美元的高端机型占比将接近三成。本文由作者原创，52RD转载是为分享该信息或观点，不能代表对观点的支持，如果有任何异议，欢迎联系我们。","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.38.0","shortVersion":"4.38.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2607076894","isCrawlerRequest":true}