英伟达扇扇翅膀，2026年中国手机要涨价

Core Insights - The meeting between Nvidia's founder Jensen Huang and Samsung's chairman Lee Jae-Yong in Seoul is expected to impact the smartphone industry significantly, leading to potential shortages and price increases in 2026 due to Nvidia's acquisition of HBM storage capacity [1][2][3] - The rising costs of storage components, particularly LPDDR and HBM, are anticipated to force smartphone manufacturers to either raise prices or reduce specifications in their products [2][4][10] Group 1: Nvidia and Samsung Collaboration - Jensen Huang's visit to Samsung aimed to strengthen ties and secure HBM storage capacity, which is crucial for AI applications [1] - Nvidia's aggressive procurement strategy, including prepayments to suppliers, has disrupted the traditional supply chain dynamics, favoring Nvidia over smartphone manufacturers [7][10] Group 2: Impact on Smartphone Manufacturers - The smartphone industry is facing a "super cycle" of storage shortages, with predictions that the supply-demand gap may persist until at least 2027 [10][11] - Major smartphone brands are experiencing significant pressure on storage availability, leading to reduced orders and potential product line adjustments [11][13] Group 3: Price Increases and Market Adjustments - The cost of LPDDR storage has surged dramatically, with prices increasing from $6 to $25, reflecting a threefold rise [4] - Predictions indicate that flagship smartphones will see price increases, while mid-range and low-end products may face reduced specifications or even discontinuation [14]