集邦咨询：预估2026年智能手机平均存储容量同比增长4.8%

智通财经03-23

智通财经APP获悉，根据TrendForce集邦咨询最新存储器产业研究，尽管2026年全球智能手机品牌面临NAND Flash价格高涨压力，但由于原厂制程升级迫使低容量规格淘汰，以及高端品牌旗舰机AI需求等因素驱动，预估全年手机平均存储容量将逆势同比增长4.8%。集邦咨询指，市场原先预期，智能手机品牌面临NAND Flash价格压力，普遍将调降规格以保护利润，2026年平均存储容量将因此转为负增长...

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Flash价格居高不下，选择停产或减少毛利较差的低容量机种，改将资源集中于128GB/256GB等中高端规格，皆推升平均容量。TrendForce集邦咨询表示，由于iPhone 17系列提升最低规格至256GB，2026年iPhone手机平均容量的成长将显著高于Android(安卓)机型。对存储器价格耐受力较佳的高端品牌，通过调高容量以推升单机售价或优化AI和其他进阶体验；主打中低端市场的业者，则大幅缩减高毛利但高成本的机型出货比例，将高容量规格由主推改为选项，以保护利润。展望未来，随着AI应用生态更加成熟，至2026年底128GB机型或将退出Android阵营主流，改由256GB的规格取代。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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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