Core Viewpoint - The Chinese smartphone industry is set to experience a comprehensive price increase in 2026, marking the first time all categories and brands will see synchronized price hikes, with new models potentially increasing by over 1000 yuan [1][3]. Group 1: Price Increase Details - Starting in March, the price increase will accelerate, affecting both new and existing models from major brands such as OPPO, OnePlus, vivo, iQOO, Xiaomi, and Honor [1][3]. - Counterpoint Research predicts that the average price increase for smartphones in China will exceed the global average of 6.9%, with new models expected to rise by 15% to 25% compared to 2025 [3]. - IDC data indicates that flagship smartphones in China will see price increases surpassing 30%, with price differences for similar models compared to 2025 ranging from 300 to 1000 yuan, and larger storage versions potentially increasing by up to 2000 yuan [3][4]. Group 2: Underlying Factors for Price Increase - The primary driver behind this price surge is the unavoidable rise in memory costs and the volatility of component prices, particularly due to significant increases in upstream memory prices [2][4]. - Since the beginning of 2026, the global memory chip market has experienced rapid price increases, driven by the explosive growth of AI servers, which have taken away memory production capacity originally allocated for smartphones [4]. - Current procurement costs for smartphone storage chips have risen by over 80% compared to the same period last year, with no signs of slowing down [4].
OPPO、vivo、小米等多个手机品牌,将全面涨价!