智通财经APP获悉，手机产业链集体下跌，截至发稿，蓝思科技(06613)跌5.9%，报25.86港元；丘钛科技(01478)跌3.94%，报8.53港元；高伟电子(01415)跌3.21%，报27.14港元。
消息面上，行业研究机构IDC在最新报告中警告，2026年全球智能手机市场将因为内存短缺迎来一场“前所未有的危机”。IDC将2026年智能手机出货量预期大幅下调至约11亿，远低于去年12.6亿台的数据。这意味着智能手机市场可能会在今年迎来创纪录的同比13%下滑。
据科创板日报报道，当前智能手机存储芯片采购成本较去年同期已上涨超过80%，且仍未见放缓迹象。受此成本压力传导，据渠道及ODM厂商透露，多家头部手机品牌已拟定于3月初启动新一轮产品价格调整。这将是近五年来手机行业规模最大、涨幅最为显著的一轮集体调价。
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