Counterpoint：2026 年 Q2 联发科和高通手机芯片出货量均同比下降超 30%

IT之家09-09 15:53

IT之家 9 月 9 日消息，Counterpoint 今日公布了 2024 年第一季度至 2026 年第二季度全球智能手机 AP-SoC 市场份额数据，以下是各厂商各季度占比情况： IT之家从报告获悉，2026 年第二季度全球智能手机出货量同比下降 21%，主要原因是内存成本上涨以及智能手机 OEM 采取谨慎的库存管理策略。本季度联发科和高通出货量同比下降均超过 30%。预计...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2666533629?lang=zh_CN&edition=full","thumbnail":"https://k.sinaimg.cn/n/spider20260909/222/w1196h626/20260909/f9ee-e9c96e92ebd6fee47cc83c0f0eae5196.png/w120h90l50t1df8.jpg","is_english":false,"pubTime":"2026-09-09 15:53","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2666533629","market":"hk","top_or_hot":-1,"title":"Counterpoint：2026 年 Q2 联发科和高通手机芯片出货量均同比下降超 30%","media":"IT之家","content":"<div>\n<p>IT之家 9 月 9 日消息，Counterpoint 今日公布了 2024 年第一季度至 2026 年第二季度全球智能手机 AP-SoC 市场份额数据，以下是各厂商各季度占比情况：\n\n\n\n\n\n\n\n\nIT之家从报告获悉，2026 年第二季度全球智能手机出货量同比下降 21%，主要原因是内存成本上涨以及智能手机 OEM 采取谨慎的库存管理策略。本季度联发科和高通出货量同比下降均超过 30%。预计...</p>\n\n<a href=\"https://tech.sina.cn/mobile/xp/2026-09-09/detail-inirfivs8942831.d.html?vt=4\">网页链接</a>\n\n</div>\n","source":"sina_tech","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Counterpoint：2026 年 Q2 联发科和高通手机芯片出货量均同比下降超 30%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCounterpoint：2026 年 Q2 联发科和高通手机芯片出货量均同比下降超 30%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-09 15:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/mobile/xp/2026-09-09/detail-inirfivs8942831.d.html?vt=4><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 9 月 9 日消息，Counterpoint 今日公布了 2024 年第一季度至 2026 年第二季度全球智能手机 AP-SoC 市场份额数据，以下是各厂商各季度占比情况：\n\n\n\n\n\n\n\n\nIT之家从报告获悉，2026 年第二季度全球智能手机出货量同比下降 21%，主要原因是内存成本上涨以及智能手机 OEM 采取谨慎的库存管理策略。本季度联发科和高通出货量同比下降均超过 30%。预计...</p>\n\n<a href=\"https://tech.sina.cn/mobile/xp/2026-09-09/detail-inirfivs8942831.d.html?vt=4\">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":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://tech.sina.cn/mobile/xp/2026-09-09/detail-inirfivs8942831.d.html?vt=4","article_id":"2666533629","we_media_id":null,"thumbnails":["https://k.sinaimg.cn/n/spider20260909/222/w1196h626/20260909/f9ee-e9c96e92ebd6fee47cc83c0f0eae5196.png/w120h90l50t1df8.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2026-09-09/detail-inirfivs8942831.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, .j_float_wbro, .j_article_wbreco","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2666533629","pubTimestamp":1788940438,"columns":[],"sourceInfo":{"source_id":"sina_tech","name":"新浪科技"},"weMediaInfo":null,"summary":"IT之家 9 月 9 日消息，Counterpoint 今日公布了 2024 年第一季度至 2026 年第二季度全球智能手机 AP-SoC 市场份额数据，以下是各厂商各季度占比情况：IT之家从报告获悉，2026 年第二季度全球智能手机出货量同比下降 21%，主要原因是内存成本上涨以及智能手机 OEM 采取谨慎的库存管理策略。本季度联发科和高通出货量同比下降均超过 30%。预计中低端市场将受到最大影响，因为 OEM 可能会减少入门级机型，并优化产品组合以保护利润率。","collect":0,"end_time":0,"defaultTopTitle":"sina.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4588":"碎股","BK4579":"人工智能","FTXL":"First Trust Nasdaq Semiconductor ETF","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","BK4605":"半导体精选","LU1917777945.USD":"安联专题基金Cl AT Acc","SG9999002232.USD":"Allianz Global High Payout USD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4598":"佩洛西持仓","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","BK4561":"索罗斯持仓","BK4573":"虚拟现实","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","QCMD":"1倍做空QCOM ETF-Direxion","LU0079474960.USD":"联博美国增长基金A","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","BK4554":"元宇宙及AR概念","BK4604":"机器人概念","QCOM":"高通","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","QCML":"2倍做多QCOM ETF-GraniteShares","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","BK4512":"苹果概念","IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","BK4527":"明星科技股","SG9999015978.USD":"利安颠覆性创新基金A","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","QCMU":"2倍做多QCOM ETF-Direxion","IE00BVYPNP33.GBP":"GUINNESS ASIAN EQUITY INCOME \"C\" (GBP) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","TDV":"ProShares S&P Technology Dividend Aristocrats ETF","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","BK4575":"芯片概念","IE00BGHQDM52.EUR":"GUINNESS ASIAN EQUITY INCOME \"C\" (EUR) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4515":"5G概念","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4612":"AI芯片","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC"},"translate_title":"Counterpoint: In Q2 2026, both MediaTek and Qualcomm's mobile phone chip shipments declined by more than 30% year-on-year.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TDV":0.6,"QCOM":1.88,"SQCOMmain":0.6,"QCML":0.6,"QCMD":0.6,"QCMU":0.6,"FTXL":0.6},"content_text":"IT之家 9 月 9 日消息，Counterpoint 今日公布了 2024 年第一季度至 2026 年第二季度全球智能手机 AP-SoC 市场份额数据，以下是各厂商各季度占比情况：\n\n\n\n\n\n\n\n\nIT之家从报告获悉，2026 年第二季度全球智能手机出货量同比下降 21%，主要原因是内存成本上涨以及智能手机 OEM 采取谨慎的库存管理策略。本季度联发科和高通出货量同比下降均超过 30%。预计中低端市场将受到最大影响，因为 OEM 可能会减少入门级机型，并优化产品组合以保护利润率。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2666533629","isCrawlerRequest":true}