2026年第二季度，全球智能手机市场呈现出典型的"量跌价升"格局。出货量同比下滑11%，创自2013年以来该季度最低水平，[1]但行业营收却逆势增长7%至1090亿美元的历史新高。[1]全球智能手机平均售价同比增长17%，[1]达到400美元的历史高点。[1]
这一现象的背后是存储芯片供应的严重紧张。由于AI基础设施建设对HBM产品的巨大需求，存储厂商优先分配产能用于这一领域，导致手机所需的DRAM和NAND闪存严重短缺。[1]2026年一季度，DRAM合约价格环比暴涨90%-95%，NAND闪存价格同步上涨55%-60%。[1]到上半年末，智能手机存储芯片合约均价相比2025年年末的涨幅超过200%。[1]Counterpoint Research预计这一短缺局面将持续至2027年。[1]
面对成本压力，手机厂商纷纷提价。从3月OPPO打响国产手机涨价"第一枪"开始，[1]多个品牌相继跟进，中低端机型涨幅达数百元乃至上千元。[1]与此同时，行业开始探索价值竞争的新路径。荣耀与阿莱(ARRI)合作打造全球首款拥有好莱坞电影工业创作能力的移动终端，[1]通过与相机品牌合作提升差异化，以此应对市场挑战。
Global smartphone shipments declined 11% year-over-year in the second quarter of 2026, marking the lowest seasonal performance since 2013, yet industry revenue climbed 7% to a record $109 billion during the same period [1]. This paradox reflects a dramatic shift in market dynamics, as average smartphone selling prices surged 17% to reach $400, an all-time high [1].
The pricing surge stems from acute shortages in memory components driven by competing demand from artificial intelligence infrastructure. Storage manufacturers have prioritized allocating production capacity to high-bandwidth memory (HBM) products required for AI systems, constraining supplies of DRAM and NAND flash memory for consumer devices [1]. Contract prices for DRAM skyrocketed 90–95% sequentially in the first quarter of 2026, while NAND flash prices climbed 55–60% during the same period [1]. By mid-2026, average contract prices for smartphone storage chips had surged more than 200% compared to the end of 2025 [1]. Counterpoint Research projects the global storage shortage will persist through 2027 [1].
Smartphone manufacturers have responded by raising prices across their portfolios. Beginning in March 2026 when OPPO initiated what became known as the domestic industry's first major price hike, multiple brands followed suit, with mid-range and entry-level models increasing by hundreds to thousands of yuan [1]. Rather than competing solely on price, the industry is increasingly turning toward value differentiation. Honor has partnered with camera manufacturer ARRI to develop the world's first mobile device equipped with Hollywood film industry-grade creative capabilities [1].