Faced with the sensitive issue of rising storage chip prices, most mobile phone manufacturers choose to remain silent and are unwilling to publicly discuss the impact of storage chip price increases on their companies.

A mobile phone industry insider said that based on the current increase in storage chip prices and the fact that terminal prices do not rise, there will definitely be losses next year. This is an industry wide problem, not a problem for any one company. Even if there were long contracts before, there will always be a time when they expire, and new contracts will implement new pricing policies.

Analysts say that the prices of flagship products from major manufacturers have generally increased from September to October this year, and it is expected to continue to increase next year. As prices continue to rise, the price difference between Android flagship and Apple is gradually narrowing, and some consumers may turn to Apple. At the same time, the Huawei Mate 80 is cheaper than its predecessor, putting greater pressure on other Android flagships.

It is reported that the starting price of the Huawei Mate 80 Standard Edition released in November this year is 4699 yuan (12GB 256GB), and the starting price of the previous flagship Mate 70 Standard Edition is 5499 yuan. This means that the Mate 80 is 800 yuan cheaper than the previous generation while increasing its quantity.

Looking ahead to next year, the prices of memory and storage chips are expected to continue to rise. Based on this, TrendForce Consulting has revised down its global production and shipment forecast for smartphones and laptops in 2026.

From the original annual increase of 0.1% and 1.7%, it has been reduced to an annual decrease of 2% and 2.4%, respectively. If the imbalance between storage supply and demand intensifies or the increase in terminal prices exceeds expectations, there is still a risk of further downward revision in production and shipment forecasts.