高通于当地时间7月24日向全球客户下发涨价通知，宣布自9月1日起对全系芯片产品实施两位数幅度涨价[1]。其中骁龙8 Elite Gen 6 Pro的涨幅最高可达18%[1]。高通首席执行官安蒙表示，此次涨价的核心目的是对冲全产业链成本上行压力[1]。
这一决定直接冲击了安卓手机厂商的成本端。小米、OPPO、vivo等品牌纷纷下调订单，其中中低端机型订单降幅最高达20%[1]。与此同时，拥有自研芯片优势的华为和苹果市占率反而增长[1]。高通面临的成本压力确实严峻：2026财年第三财季营收99.47亿美元，同比增长4%，但净利润同比大幅下滑25%[1]；手机业务营收更是同比暴跌20%，创下2021年以来最低纪录[1]。产业链上游成本持续攀升，2026年一季度通用DRAM合约价季增93%-98%，NAND Flash合约价季增55%-60%[1]，而台积电2nm先进制程晶圆成本已突破3万美元[1]。由此带来的连锁反应是手机物料成本结构的剧变，存储占比从原来的10%-15%飙升至30%以上[1]。
当前国内智能手机市场也面临下行压力，2026年二季度出货量同比下滑4.3%，已连续五个季度同比下跌[1]。不过高通汽车业务保持强劲势头，已实现连续23个季度两位数同比增长[1]。
Qualcomm notified global customers of a price increase across its full chip product lineup, effective September 1st, with the Snapdragon 8 Elite Gen 6 Pro seeing the steepest jump of up to 18% [1]. The chipmaker issued the notice on July 24th, citing the need to offset cost pressures throughout the supply chain and restore profit margins [1]. CEO Amon stated that the core rationale for the price increase is to counteract rising costs across the entire industrial chain [1].
The price hike is already impacting Android device makers, with Xiaomi, OPPO, and Vivo reducing orders for mid-range and entry-level phone models by as much as 20% [1]. Meanwhile, manufacturers with in-house chip capabilities, including Huawei and Apple, have seen their market share grow amid the pricing pressure [1]. The timing of the increase reflects broader industry challenges, including a 4.3% year-over-year decline in domestic smartphone shipments in the second quarter of 2026, marking the fifth consecutive quarter of decline [1].
Qualcomm's latest earnings underscored the sector's difficulties, with fiscal 2026 third-quarter revenue reaching $9.947 billion, up 4% year-over-year, but net income plummeting 25% [1]. Smartphone business revenue fell sharply by 20%, hitting its lowest level since 2021 [1]. Supply chain pressures have intensified further, with memory storage costs in phone components surging from 10–15% to over 30% of total material costs [1]. Industry-wide, DRAM contract prices are projected to rise 93–98% sequentially in the first quarter of 2026, while NAND Flash prices are expected to climb 55–60% [1]. Advanced manufacturing costs have also soared, with Taiwan Semiconductor Manufacturing Company's 2nm process wafers exceeding $30,000 per unit [1]. Qualcomm's automotive division has proven resilient, achieving consecutive double-digit year-over-year growth for 23 quarters [1].
