Core Viewpoint - The article highlights the significant impact of the storage chip supply shortage, driven by the AI wave, on the consumer electronics industry, particularly the smartphone market, predicting a historic decline in global smartphone shipments by 12.4% in 2026 [2]. Group 1: Market Dynamics - A report from Counterpoint indicates that the three main factors dragging down the market are the shortage of storage chips, rapid price increases of core components, and the structural weakness of low-end OEM manufacturers [4]. - The mobile-grade LPDDR4/5 prices are expected to rise to nearly three times the levels seen in Q3 2025 by Q2 2026, indicating unprecedented supply pressure [4]. - New production capacity is not anticipated to gradually release until late 2027, suggesting a prolonged period of market recovery [4]. Group 2: Impact on Product Segments - Low-end smartphones are particularly affected, with the rapid contraction of LPDDR4 supply exacerbating cost pressures on entry-level products [4].
存储芯片短缺！手机出货量将创史上最大跌幅！
国芯网·2026-03-04 11:50