Global smartphone shipments record worst third quarter in 14 years amid memory shortage受内存短缺影响，全球智能手机出货量创14年来最差第三季度纪录。
Oct 12 (Reuters) - Global smartphone shipments fell 20% on-year to their lowest third-quarter level since 2012, as soaring memory chip costs and supply shortages pressured manufacturers and pushed up prices, preliminary estimates from Counterpoint Research showed on Monday.
Customers look at the Apple iPhone 18 Pro and Apple iPhone 18 Pro Max at the Apple Fifth Avenue flagship store during the launch of the Apple iPhone 18 Pro and iPhone 18 Pro Max in New York City, US, September 18, 2026. REUTERS/Jeenah Moon
Oct 12 (Reuters) - Global smartphone shipments fell 20% on-year to their lowest third-quarter level since 2012, as soaring memory chip costs and supply shortages pressured manufacturers and pushed up prices, preliminary estimates from Counterpoint Research showed on Monday.
Rising prices for memory components as AI infrastructure projects corner supplies have driven up production costs and prompted manufacturers to raise retail prices, cut shipments and prioritize profitability over volumes.
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2026年9月18日，在美国纽约市，顾客在苹果第五大道旗舰店观看苹果iPhone 18 Pro和iPhone 18 Pro Max的发布。路透社/Jeenah Moon
10 月 12 日（路透社）——Counterpoint Research 周一公布的初步数据显示，由于内存芯片成本飙升和供应短缺给制造商带来压力并推高了价格，全球智能手机出货量同比下降 20%，至 2012 年以来的第三季度最低水平。
由于人工智能基础设施项目导致内存组件供应紧张，价格上涨推高了生产成本，促使制造商提高零售价格、减少出货量，并将盈利能力置于销量之上。
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