CounterPoint：2025年12月全球手机平均内存8.4GB创新高

Core Insights - The report by CounterPoint Research indicates that the global average smartphone memory (DRAM) is projected to reach 8.4GB by December 2025, marking a historical high [1] - In the high-end smartphone market (priced over $600), the average memory capacity is expected to be around 11GB, with 12GB rapidly becoming the standard configuration for high-end devices to support intensive multitasking and local execution of large language models (LLM) [1] Company Performance - Apple and Huawei are identified as the key drivers of memory growth in the smartphone market [1] - Apple's average smartphone memory has reached approximately 10GB, largely due to the upgrade of the iPhone 17 Pro series to 12GB, as the company shifts from relying on software optimization to adopting high-capacity, high-speed memory for local AI model performance [1] - Huawei leads in average memory capacity with 12GB, as its flagship models are now equipped with 12GB to 16GB of memory, solidifying its market share in the high-end segment in China [1]