智通财经APP获悉，手机产业链全线走低，截至发稿，丘钛科技(01478)跌5.52%，报7.7港元；蓝思科技(06613)跌5.38%，报20.42港元；高伟电子(01415)跌5%，报23.54港元；比亚迪电子(00285)跌2.32%，报30.3港元。
大摩发布研报称，预计智能手机OEM厂商将提高平均售价，并将大部分元件成本转嫁出去。此类价格上涨极有可能导致Android智能手机出现实质性的需求短缺，因为终端用户对价格更为敏感。该行将2026年全球智能手机出货量预测下调15%，至11亿部。其中，苹果供应链表现亦可能优于Android供应链。
花旗则表示，下调今明两年全球智能手机出货量预测至分别10.4亿及11.7亿部，分别同比减少17%及同比增长12%，并预测2028年出货量同比升7%至12.5亿部。有关预测基于内存短缺及价格上涨，以及通胀攀升导致需求疲软，平均售价同比增幅预测分别为7%、2%及3%。
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