Chinese smartphone makers bet on pivot to AI to weather memory chip crunch

SCMP
2026.03.01 11:02
portai
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Chinese smartphone makers are pivoting to AI amid a memory chip crunch, showcasing new handsets at MWC Barcelona from March 2-5. Honor will unveil its AI-enabled "robot phone" and a humanoid robot, while Vivo debuts its flagship X300 Ultra. The industry faces a 12.9% decline in global smartphone shipments by 2026 due to rising memory costs, impacting smaller brands like Meizu, which halted new handset development. IDC warns of a significant threat to Android manufacturers as Apple and Samsung may gain market share during this crisis.