Counterpoint：二季度全球智能手机出货量同比下滑11% 创2013年以来最低水平

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【Counterpoint：二季度全球智能手机出货量同比下滑11% 创2013年以来最低水平】智通财经APP获悉，根据 Counterpoint Research 智能手机市场监测初步统计，随着存储短缺问题加剧并成为影响行业的主要因素，2026 年第二季度全球智能手机出货量同比下滑 11%，创下自 2013 年以来第二季度最低水平。由于存储供应商持续将产能优先分配给 AI 数据中心，而非消费电子产品，DRAM 和 NAND 价格在整个季度继续大幅上涨，智能手机 OEM 厂商通过多轮涨价，将不断攀升的物料成本(BOM)转嫁给消费者，尤其是入门级和中端机型受到的影响最为明显。

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