全球智能手机三季度出货量同比跌20%，创2012年以来同期最低：存储芯片涨价挤压厂商出货
伦敦——据路透社报道，市场研究机构Counterpoint Research 10月12日（周一）发布的初步估算显示，2026年第三季度全球智能手机出货量同比下降20%，为2012年以来同期最低水平。
Counterpoint指出，存储芯片成本飙升与供应短缺是本季度出货下滑的主要压力来源：人工智能基础设施项目争用存储芯片供应，推高了厂商的生产成本，厂商随之提高零售价格、削减出货量，并把经营重点从出货量转向盈利能力。Counterpoint高级分析师Shilpi Jain表示，消费者持有设备的时间比预估的更长，越来越多地考虑购买翻新机，并优先选择更高价值的设备。
分品牌看，三星以23%的市场份额保持第一，其出货量同比下降3%，Counterpoint称其Galaxy Z Fold8系列的需求与中端设备的稳定零部件供应对业绩形成支撑。苹果市场份额达到22%，为其历年来首次在第三季度突破20%，但出货量同比同样下降；Counterpoint称，由于缺少基础款iPhone 18，其上市首月的渠道铺货量小于去年iPhone 17全系上市时的规模。
中国品牌降幅更大：OPPO与vivo的出货量同比降幅均超过20%；小米出货量同比下降超过30%，市场份额降至10%，Counterpoint称小米减少了对低价设备与部分海外市场的投入，以保护利润率。
（来源：路透社，2026年10月12日；数据：Counterpoint Research）
Global Smartphone Shipments Fall 20% in the Third Quarter to Their Lowest for the Period Since 2012 as Memory-Chip Costs Surge
Global smartphone shipments fell 20 percent year on year in the third quarter of 2026, their lowest level for the period since 2012, according to preliminary estimates released by Counterpoint Research on Monday, October 12.
Counterpoint said soaring memory-chip costs and supply shortages pressured manufacturers during the quarter. As artificial-intelligence infrastructure projects cornered memory supplies, production costs rose, prompting manufacturers to raise retail prices, cut shipments and prioritize profitability over volumes. Shilpi Jain, a senior analyst at Counterpoint, said consumers are holding on to their devices longer than estimated, increasingly considering refurbished devices and prioritizing higher-value devices.
Samsung retained the top position with a 23 percent market share; its shipments fell 3 percent from a year earlier, helped, Counterpoint said, by demand for its Galaxy Z Fold8 series and stable component supplies for its mid-range devices. Apple's market share reached 22 percent, crossing 20 percent for the first time in a third quarter, even though its shipments also declined year on year. Counterpoint said the absence of a base iPhone 18 model resulted in a smaller launch-month channel fill than the full iPhone 17 lineup a year earlier.
Chinese brands fell more sharply: OPPO and vivo each recorded shipment declines of more than 20 percent, while Xiaomi's shipments fell by more than 30 percent, reducing its market share to 10 percent, as the company cut exposure to lower-priced devices and some overseas markets to protect margins, Counterpoint said.
(Source: Reuters, October 12, 2026; data from Counterpoint Research)
图片来源：存储芯片（内存条）资料图，Victorrocha摄，Wikimedia Commons，CC BY 3.0
