Xin Lang Cai Jing·2026-02-27 04:58Group 1 - The core issue is the significant increase in storage chip costs, which has led to a ripple effect impacting the smartphone industry, with prices expected to rise further in 2026 [1] - The procurement cost of smartphone storage chips has increased by over 80% compared to the same period last year, prompting major brands like OPPO, OnePlus, and Xiaomi to plan a collective price adjustment in March [1] - The price adjustments are expected to be the largest in five years, with some models seeing price increases of 100-600 yuan, and mid-range models experiencing an average increase of 20% [1] Group 2 - The price of mobile storage chips has surged, with a reported increase of over 300% in the last three months, and specific components like 1TB flash chips and 12GB LPDDR5X memory seeing costs rise from around 200 yuan to nearly 600 yuan [1] - The smartphone market is predicted to see a 2.2% decline in shipment volume in 2026, attributed to a contraction in mid to low-end demand rather than a lack of consumer interest in upgrading [2] - The current price surge is not solely due to storage costs but is a result of collective price increases across the entire supply chain [1]