欧洲移动运营商在智能手机销售中的市场份额略有上升，这并非因为他们自身的销量增加了，而是因为其他销售渠道的萎缩速度更快。根据市场研究机构Counterpoint Research的数据，今年第二季度通过欧洲移动运营商售出的新智能手机数量相比去年同期下降了4%；而通过开放市场（即直接从独立零售商或制造商处购买的手机）的销量则下降了11%。
European mobile operators are gaining a slightly larger share of smartphone sales, not because they are selling more devices, but because other sales channels are shrinking faster. This is according to market watcher Counterpoint Research, which says that sales of new smartphones through European operators were down by 4 percent during the second quarter of this year, compared with the same period a year ago. But device sales through the open market fared much worse, declining by 11 percent.
这些手机通常没有SIM卡，且处于“解锁”状态，消费者可以自由选择使用哪家运营商的网络。在第二季度，欧洲智能手机总销量中，移动运营商所占的比例从去年的35%上升到了36%，但开放市场仍占据主导地位。
This refers to phones that are bought outright from independent retailers or directly from manufacturers, which are typically SIM-free and unlocked so the customer can choose which network they hook up to. Operators accounted for 36 percent of European smartphone sales in the second quarter, up from 35 percent a year earlier. The open market still represented the majority.
正如今年多次报道的那样，智能手机行业正受到人工智能技术推动的“内存危机”的影响——这种危机导致了用于智能手机和个人电脑等消费产品的DRAM和NAND闪存组件的短缺。由此引发的价格上涨在低端市场尤为明显，使得生产廉价手机变得在经济上不可行。通过移动运营商购买的手机往往属于高端机型；而通过开放市场购买的手机则价格相对较高。
As The has covered numerous times this year, mobile phones have been hit by the AI-driven memory crisis, which has led to a shortage of the DRAM and NAND flash components needed for consumer kit like smartphones and PCs. The resulting rise in prices has been felt most keenly at the lower end of the market, effectively making it commercially unviable to produce budget devices, according to some reports. Phones sold through operators tend to be higher-end models than those bought on the open market.
Counterpoint指出，苹果在这一市场变化中起到了关键作用，其市场份额已超越三星，成为欧洲移动运营商渠道中市场份额最大的品牌。摩托罗拉和vivo则被视为该细分市场中增长最快的品牌。
Contracts spread the handset cost over monthly payments, making expensive devices more accessible. Apple played a key part in this slight shift, Counterpoint says, overtaking Samsung as the brand with the greatest market share in Europe's operator channel. Motorola and vivo are highlighted as the fastest-growing bands in the same segment.
Counterpoint的研究主管Jan Stryjak表示，由于低端市场持续受到内存危机的影响，移动运营商在未来几个季度内很可能会继续扩大市场份额。
Counterpoint associate director Jan Stryjak said operators were likely to keep gaining market share for the next few quarters at least, as the lower end of the market continues to be impacted by the memory crisis.
“然而，我们观察到独立零售商的促销活动正在稳步增加，相比之下，运营商的促销活动则较为有限。这种趋势可能会缓解部分价格上涨的压力，并为公开市场带来额外的刺激。”他说。或许更多的消费者会转向二手市场；据预测，今年二手手机的交易量将增长12%，因为价格上涨使得新手机变得更加难以购买。Counterpoint公司预测，到2027年，80%的高端智能手机将具备人工智能功能，这意味着这些手机将配备能够代表用户做出决策并执行操作的软件代理。®
"However, we are seeing a steady increase in promotional activity by independent retailers compared to operators, which could mitigate some of the price rises and provide additional stimulus to the open market," he said. Or perhaps more buyers might turn to the second-hand market instead, which has been predicted to see a rise in trade of 12 percent this year, as rising prices make new phones less affordable. Counterpoint forecast that 80 percent of top-flight smartphones will feature agentic AI capabilities by 2027, meaning they will have software agents making decisions and carrying out actions on the owner's behalf. ®