Memory Shortage Sparks Largest Smartphone Shipment Drop in Over a Decade
内存短缺引发十多年最大智能手机出货量下降
A surge in AI-driven computing is causing a severe RAM shortage, sharply increasing memory prices. Analyst firm IDC predicts global smartphone shipments will fall 12.9% in 2026—the biggest single-year decline in more than ten years. Counterpoint reports a similar 12% drop. Average smartphone prices are expected to rise 14% to $523, hitting low-end and sub-$100 devices hardest. Regions like the Middle East, Africa, China, and Asia Pacific will see steep declines. Supply constraints and higher component costs are driving OEMs to delay launches, cut specs, and consolidate portfolios, with the impact likely lasting into 2027.
人工智能需求激增导致 RAM 严重短缺，内存价格大幅上涨。分析公司 IDC 预测，2026 年全球智能手机出货量将下降 12.9%，创十多年最大单年跌幅。Counterpoint 的预测也显示下降约 12%。智能手机平均售价预计上涨 14% 至 523 美元，低端及 100 美元以下机型受冲击最大。中东、非洲、中国及亚太地区出货量将大幅下降。供应受限及组件成本上升促使厂商推迟上市、降低规格，并整合产品线，影响可能持续至 2027 年。
