推动这一市场两极化趋势的关键因素是记忆体晶片供应短缺导致的成本飙升。IDC 分析师指出，记忆体成本同比上涨了近 300%，在低端手机的物料清单中占比已超过 65%，迫使 Android 厂商不得不提高售价。这不仅削弱了中低端市场的销量，也促使消费者要么选择购买高端设备以避免未来进一步的价格上涨，要么选择延迟升级。
全球市场也呈现出相似的格局。在全球智慧型手机出货量整体下降 6.7% 的大背景下，三星和苹果成为少数的例外。苹果在全球和中国市场均实现两位数增长，展现了其强大的品牌影响力和卓越的供应链执行能力，同时消费者对未来价格上涨的预期也可能在一定程度上提前释放了需求。
According to the latest data from IDC, Huawei and Apple consolidated their leading positions in the Chinese smartphone market during the June quarter. While the overall Chinese mobile market experienced a 4.3% decline in shipments, these two brands, which dominate the premium segment, both saw significant shipment growth of roughly 20% compared to the same period last year, making them the only major vendors to record growth.
A key factor driving this market polarization is the surging component costs caused by a memory chip supply crunch. An IDC analyst pointed out that memory costs have jumped nearly 300% year-over-year and now account for over 65% of the bill of materials for low-end devices, forcing Android vendors to raise their prices. This has not only cut into sales in the budget segment but also prompted consumers to either purchase premium devices in anticipation of further price hikes or skip upgrading altogether.
The global market demonstrated a similar pattern. Amid an overall 6.7% decline in global smartphone shipments, Samsung and Apple emerged as the exceptions. Apple's ability to achieve double-digit growth both globally and in China highlights its strong brand presence and excellent supply-chain execution, while the looming prospect of price increases likely also served to accelerate consumer demand.