AI驱动的需求和有限的芯片供应正在提高智能手机成本,并推迟2026年初的发射。 AI-driven demand and limited chip supply are raising smartphone costs and delaying launches in early 2026.

2026年初记忆芯片价格的上涨正在扰乱智能手机供应链,其驱动力是对人工智能驱动装置的强劲需求和制造能力有限。 Rising memory chip prices in early 2026 are disrupting the smartphone supply chain, driven by strong demand for AI-enabled devices and limited manufacturing capacity. 由于DRAM和NAND闪光的费用增加,制造商不得不削减设备记忆、推迟发射或提高价格。 Increased costs for DRAM and NAND flash are forcing manufacturers to cut device memory, delay launches, or raise prices. 一些公司正在以纵向一体化和长期合同作出回应,而分析家则警告说,除非出现新的生产能力,否则持续短缺可能会减缓创新和挤压利润。 Some companies are responding with vertical integration and long-term contracts, while analysts warn sustained shortages could slow innovation and squeeze profits unless new production capacity emerges.