高盛(GS):下调智能手机出货预期 看好折叠屏

金吾财讯
Sep 23

金吾财讯 | 高盛(GS)下调全球智能手机出货量预期,预计2026年出货11亿部,2027年、2028年均为12亿部。尽管出货承压,但在涨价与高端机型拉动下,全球智能手机市场规模有望在2026年达到6240亿美元,2028年进一步增至6740亿美元。该行持续看好折叠屏赛道,预计2028年折叠屏手机出货量可达7700万部。

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