Nvidia(US:NVDA) 36氪·2025-11-17 08:59Core Insights - The article discusses the anticipated challenges in the Chinese smartphone industry due to rising storage costs and supply chain disruptions, predicting price increases and reduced specifications for smartphones in 2026 [4][7][30]. Group 1: Industry Dynamics - Nvidia's founder Jensen Huang is strengthening ties with Samsung to secure HBM storage capacity, which is critical for AI applications [5][6]. - Samsung has suspended quotes for LPDDR5 due to capacity constraints, indicating a shift in focus towards HBM for AI model training [6][11]. - The storage industry is experiencing a significant price surge, with LPDDR4X prices increasing from $6 to $25, a rise of over 300% [11]. Group 2: Impact on Smartphone Manufacturers - Smartphone manufacturers are facing a "super cycle" in the storage market, leading to a shift in the supply chain dynamics where demand may not be fully met [22][30]. - Major smartphone brands are expected to increase prices or reduce specifications in response to rising storage costs, with predictions of flagship models seeing price hikes of several hundred yuan [26][30]. - The trend of high memory configurations is declining, with flagship models now typically featuring a maximum of 16GB of RAM [25]. Group 3: Market Predictions - The storage supply-demand gap is expected to persist until at least 2027, with manufacturers struggling to secure necessary components [19][30]. - The rising costs are likely to delay consumer upgrade cycles, particularly affecting mid-range and low-end products, which may see reduced product lines and shipment volumes [30]. - Consumers are advised to purchase smartphones sooner rather than later to avoid higher prices in the future [31].