未知机构：存储芯片短缺对手机出货量造成压力当前严重的内存Memory短缺正-20260213

Summary of Conference Call Notes Industry Overview - The current severe shortage of memory chips is putting pressure on smartphone shipment volumes, particularly affecting low-end models [1] - The issue of memory supply shortages may worsen over time [1] Core Insights and Arguments - Some Qualcomm's Chinese Android customers have been forced to delay product shipments due to insufficient memory supply [1]