苹果三星领跑2025手机市场，2026年涨价或成定局

Group 1 - The global smartphone market is expected to achieve a 1.9% year-on-year growth in 2025 despite challenges such as tariff disruptions, economic turmoil, and limited consumer spending [1] - High-end models (priced at $800 and above) are showing strong sales performance, with Apple and Samsung leading the industry in shipment growth, collectively increasing their market share to 39%, up 2 percentage points from 2024 [1] Group 2 - The growth momentum may not continue into 2026, as the industry faces a drastically different outlook due to an unprecedented shortage of RAM affecting the home PC market, which could lead to a contraction in the smartphone market [4] - The duration of the memory shortage will determine the extent of market shrinkage, with rising component costs due to tight memory supply putting pressure on average smartphone prices for consumers [4] - Manufacturers may respond to weak consumer demand by concealing price increases, delaying price adjustments, and adjusting configurations to control costs, particularly impacting mid-range and low-end models [4] - High-end models, such as foldable phones averaging around $2000, face less resistance to price adjustments, allowing manufacturers to increase prices or absorb lower profit margins, while mid-range and low-end models are also likely to experience price hikes [4]