存储成本上涨冲击行业：2026年全球智能手机产量或降至11.35亿部

PConline太平洋...03-10 12:31

3月10日消息，2026年全球智能手机行业正面临新的成本压力。随着存储器价格持续上涨，业内机构普遍预计，今年全球手机生产规模将出现明显下滑，市场结构也可能随之发生变化。根据TrendForce发布的预测数据，2025年全球智能手机市场仍保持小幅增长。受中国市场补贴政策以及下半年传统销售旺季带动，全年生产量约为12.54亿部，同比增长约2.5%。不过进入2026年后，随着内存及存储芯片价格持续上涨，...

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2026","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688525":1.54,"3NVD.UK":0.6,"NVDD":0.6,"NVII":0.6,"ON":1.51,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVD3.UK":0.6,"NVDS":0.6,"NVD":0.6,"NVDQ":0.6,"SNVD.UK":0.6,"ANV":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"NVDG":0.6,"DIPS":0.6,"NVDW":0.6,"NVDS.UK":0.6,"QCOM":1.57,"NVDA":0.9,"NVDB":0.6,"AAPL":1.67,"NVD2.UK":0.6},"content_text":"3月10日消息，2026年全球智能手机行业正面临新的成本压力。随着存储器价格持续上涨，业内机构普遍预计，今年全球手机生产规模将出现明显下滑，市场结构也可能随之发生变化。根据TrendForce发布的预测数据，2025年全球智能手机市场仍保持小幅增长。受中国市场补贴政策以及下半年传统销售旺季带动，全年生产量约为12.54亿部，同比增长约2.5%。不过进入2026年后，随着内存及存储芯片价格持续上涨，整机成本明显提升，预计全年手机生产规模将降至约11.35亿部，同比减少约10%。图片来源@TrendForce，下同若存储器价格进一步上行，行业收缩幅度可能扩大。机构预计，在极端情况下全球智能手机产量降幅或超过15%，全年产能可能下探至约10.61亿部。在成本压力下，入门级智能手机市场受到的冲击最为明显。由于低端机型利润空间有限，很难完全消化内存涨价带来的成本上涨，厂商往往只能在提高售价与降低配置之间做出选择。目前已有部分品牌开始调整产品策略，例如减少低端机型比例，或对部分机型进行价格上调。图片来源微博@vivo，图为vivo X300 pro与此同时，消费需求结构也可能发生变化。Gartner分析认为，2026年基础型智能手机用户退出市场的速度将是高端用户的五倍，部分消费者可能转向购买翻新机或二手机，或延长现有设备的使用周期，这将进一步压缩入门级市场规模。相比之下，高端手机市场表现出更强的抗风险能力。数据显示，2025年Apple与Samsung Electronics全年手机产量均接近2.4亿部，并列全球第一。其中，iPhone 17在市场需求带动下表现突出，第四季度产量环比增长超过50%，达到约8700万部。图片来源@苹果官网，图为iPhone 17业内人士认为，2026年上半年将成为手机厂商调整产品与定价策略的重要阶段。随着零部件成本上涨持续传导，品牌厂商需要在利润与销量之间重新寻找平衡，行业竞争也将进一步加剧。编辑点评：存储价格上涨正在重塑智能手机市场结构。低端机型因利润空间有限承压明显，而高端市场凭借品牌溢价和利润率展现出更强韧性。未来手机厂商进一步提升产品价值、优化产品结构，或将成为应对成本压力的重要方向。","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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