Group 1 - The Hong Kong stock market for the smartphone supply chain has seen a collective decline, with notable drops including High伟电子 down over 6% and 蓝思科技 down nearly 6% [1] - By December 2025, China's smartphone sales are projected to reach approximately 21 million units, representing a year-on-year decline of about 20% [1] - Major smartphone brands such as 华为, OPPO, 荣耀, vivo, and 苹果 hold market shares of approximately 20%, 17%, 14%, 14%, and 13% respectively [1] Group 2 - Goldman Sachs has revised its global smartphone shipment forecasts for 2026/27 down by 6% and 5% to 1.2 billion units each year, indicating a year-on-year change of -6% and +2% [1] - Counterpoint Research suggests that the smartphone market is unlikely to recover before 2027, with normalization expected in the second half of 2027 or early 2028 [1] - The smartphone industry is expected to seek a balance between cost, performance, and innovation in response to ongoing challenges and rising costs due to memory price increases and technological iterations [1]
港股异动丨手机产业链股走低 高伟电子跌超6% 高盛指内存涨价下调手机出货量