Core Insights - The global smartphone market is entering a new phase characterized by "cost pressure + value creation" in 2026, driven by rising memory costs and increased demand from AI data centers [2] - There is a clear market segmentation: high-end models are showing resilience while entry-level products are under pressure from cost constraints [2] - Manufacturers are enhancing competitiveness through financing and installment models, ecosystem strategies, and AI differentiation, with AI evolving from a selling point to a key factor defining user experience and value [2] Market Trends - The impact of rising memory prices and AI data center demand is reshaping the industry's cost structure [2] - The differentiation led by AI is playing a significant role in defining consumer value [4] - Consumer sentiment regarding the next upgrade cycle is being influenced by these market dynamics [4]