人工智能数据中心需求的激增导致全球存储芯片供应紧张，进而使得低价智能手机的价格大幅上涨并逐渐从市场上消失。
AI Data Center Boom Triggers Memory Chip Shortage, Phasing Out Budget Smartphones A global memory chip shortage driven by surging demand from artificial intelligence data centers is causing the prices of affordable smartphones to rise sharply and disappear from shelves.
2026年全球现有智能手机型号的价格平均上涨了约15%，新发布机型的价格涨幅更是达到25%左右。
In 2026, prices for existing smartphone models climbed roughly 15% globally, with newly released models up approximately 25%.
三星电子、SK海力士和美光科技等主要存储芯片供应商纷纷将产能转向为AI数据中心供货，导致面向消费者的电子产品供应更加紧张。
Key memory suppliers—Samsung Electronics, SK Hynix, and Micron Technology—have redirected capacity toward AI hyperscalers, tightening consumer hardware supplies.
受此影响，小米、OPPO和vivo等中国主要手机制造商纷纷减少对售价低于150美元机型的投资，转而专注于利润率更高的产品。
Consequently, major Chinese manufacturers such as Xiaomi, Oppo, and Vivo are slashing investment in sub-$150 devices to focus on higher-margin models.
据IDC统计，2026年第二季度全球售价低于100美元的智能手机出货量同比骤降近60%，GSMA也因此发出警告，称全球数字鸿沟正日益扩大。
According to IDC, global shipments of smartphones priced under $100 dropped nearly 60% year over year in the second quarter of 2026, prompting warnings from the GSMA about a worsening global digital divide.