过去一年AI产业订单带动储存成本飙升约350%，严重冲击手机产业获利，迫使厂商调涨价格、缩减规格并放弃低价机型；其中小米与Oppo等中国品牌受创最深，而苹果与三星则凭借较高比例的高阶机型表现相对抗跌。
手机制造商正意识到这是一场永久性的结构转变，IDC预计市场最快要到2028年才会恢复成长，长期而言，随著厂商提高售价并引导消费者转向旗舰机型，拥有大规模通路与高阶产品组合的苹果等大厂将在缩小的市场中获得更大份额。
According to market researcher IDC, the global smartphone market suffered its worst decline on record in the September quarter, with shipments dropping 22% due to surging memory costs and worse conditions still to come.
Driven by AI industry demand over the past year, storage costs have surged approximately 350%, hurting mobile sector profitability and forcing vendors to raise prices, cut specifications, and abandon budget models; Chinese brands like Xiaomi and Oppo took the heaviest hit, whereas Apple and Samsung fared better thanks to their larger premium portfolios.
Device manufacturers are recognizing a permanent structural shift, with IDC projecting no growth recovery until at least 2028, and as companies raise prices and steer consumers toward flagship models, vendors like Apple with large-scale distribution and premium product mixes are expected to capture a larger share of a smaller market.