华为、小米、荣耀等国产手机品牌集体调高产品价格，部分机型涨幅达千元1。华为客服表示因关键物料市场价格调整导致产品成本上涨1，小米指出核心元器件采购成本持续上升是主要原因1，荣耀方面称根据市场需求进行产品价格适当调整1。IDC中国研究经理郭天翔指出，存储芯片、SoC、PCB、MLCC等主要元器件几乎都在涨价1。
业界预期这轮涨价将深刻影响市场格局。郭天翔判断，即便后续供应链价格回归平稳，手机售价也很难大幅回落1。分析人士认为，涨价对中低端机型冲击最大，市场份额将向头部厂商进一步集中1。Counterpoint Research数据显示，2026年第二季度全球智能手机出货量同比下滑11%，但营收同比增长7%，达1090亿美元1。
Leading Chinese smartphone manufacturers including Huawei, Xiaomi, and Honor have raised prices across multiple product lines, with some models seeing increases of up to 1,000 yuan. 1 The manufacturers attributed these adjustments to rising costs of key components. Huawei's customer service cited increases in market prices for critical materials driving up production costs, 1 while Xiaomi attributed the hikes to sustained increases in core component procurement expenses. 1 Honor stated it made price adjustments based on market demand. 1
The price increases reflect broader supply chain pressures affecting the smartphone industry. Major components including memory chips, system-on-chip processors, printed circuit boards, and multilayer ceramic capacitors are experiencing widespread cost increases, according to IDC China research manager Guo Tianxiang. 1 Industry analysts predict the price adjustments will reshape competitive dynamics in the sector, with mid-to-low-end models facing the greatest impact and market share concentrating among leading manufacturers. 1 Even if supply chain prices stabilize in the future, smartphone prices are unlikely to fall substantially, Guo noted. 1
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