芯片供应紧张冲击中国智能手机在印度市场苹果(AAPL.US)及三星取得优势

AASTOCKS

08/20

记忆体芯片价格上升，对印度智能手机市场造成不同影响。专家向《CNBC》表示，随着成本上升，中国品牌难以维持低价策略，而三星及苹果(AAPL.US) 等中高端品牌则受惠于消费者转向高价手机，以及融资方案改善可负担能力。专家指出，售价低于150美元的智能手机时代已接近结束，现有库存售罄后，具备相近功能的新机型售价将需大幅提高，以反映记忆体成本上升。Counterpoint Research...

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Research...</p>\n\n<a href=\"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1539422&catg=1\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FTEC","symbol_name":"Fidelity MSCI Information 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Shah表示，印度市场新款中国手机售价可能由过往低于150美元，升至介乎200至250美元，而150美元以下类别的手机价格已上升最多40%。IDC上周报告显示，印度2026年上半年智能手机出货量跌至6,420万部，入门级市场大幅下滑。销量按年下跌7.9%，但受平均售价按年升14.4%至315美元创纪录带动，销售额按年增长3.6%。IDC指出，中国手机品牌因较高售价，难以说服“价格敏感型消费者”购买，销售显着下跌。同期，iPhone 17连续两个季度成为出货量最高的手机。IDC数据显示，截至6月季度，Vivo出货量按年跌13.9%，Oppo跌8.5%，小米-W(01810.HK)  +0.600 (+2.187%)    沽空 $19.09亿; 比率 20.434%   跌10%，Realme跌14.2%。主打高端市场的OnePlus跌幅最小，按年跌2.5%。IDC亚太区设备研究高级研究经理Upasana Joshi表示，全球记忆体芯片短缺推高价格，对中国品牌最依赖的入门级市场需求打击最大。她指出，三星及苹果是仅有能保持稳定并提升市占率的主要品牌，两者截至6月季度出货量分别增长0.4%及0.7%。截至6月季度，印度最大智能手机品牌Vivo与第二位三星之间的差距收窄。IDC数据显示，三星市占率增加近200个基点，苹果增加100个基点，而Vivo则下跌60个基点；Counterpoint Research则估计Vivo市占率跌140个基点。专家表示，三星在印度拥有由200美元至超过800美元的广泛产品组合，并一直在200至300美元价格区间与Vivo竞争。Neil Shah指出，三星可依靠内部记忆体芯片供应，而Vivo及其他中国品牌则依赖联发科、SK海力士及三星供应芯片。Shah表示，当记忆体芯片价格于去年开始上升时，不少中国手机品牌转向采用UNISOC及长鑫科技(688825.SH)  -0.220 (-0.382%)   芯片，以暂时维持市占率，但此安排难以持续。他指出，CXMT近期集资扩充产能，以服务中国人工智能及数据中心市场，资源正转向高端产品。Counterpoint Research指出，自2025年9月以来，记忆体芯片价格已上升4倍，预期未来数月将进一步上升。随着手机价格因记忆体成本增加而上升，专家认为，印度市场或由过往价格敏感市场逐步转向高端产品，尤其在入门手机变得昂贵及融资方案提升高价手机可负担能力下。(da)(港股报价延迟最少十五分钟。沽空资料截至 2026-08-19 16:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)AASTOCKS新闻","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}

芯片供应紧张冲击中国智能手机在印度市场 苹果(AAPL.US)及三星取得优势

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芯片供应紧张冲击中国智能手机在印度市场苹果(AAPL.US)及三星取得优势