<p>根据界面新闻，中国智能手机制造商小米、OPPO、Vivo 和传音控股在供应链中内存价格上涨的情况下，已下调全年出货量预测。小米和 OPPO 的预测下调幅度超过 20%，Vivo 下调近 15%，而传音控股的预测则低于 7000 万部。这些调整主要影响中低端机型和海外市场。各公司未对此作出回应。一位知情人士表示，制造商通常会报告更高的订单量以确保从供应商那里获得资源，并补充说，像三星和 SK 海力士这样的内存制造商并未被告知任何实际的出货量削减。[界面新闻，中文]</p>

传音控股

<p>中国智能手机制造商小米、OPPO、Vivo 和传音控股已下调其 2026 年的出货预测，原因是内存价格上涨。小米和 OPPO 的预测下调超过 20%，Vivo 下调近 15%，而传音控股的预测则降至 7000 万台以下。这些调整主要影响中低端机型和海外市场，尽管内存供应商如三星和 SK 海力士尚未收到任何实际出货量减少的通知</p>

<p>China’s smartphone makers Xiaomi, Oppo, Vivo and Transsion have lowered their full-year shipment forecasts amid rising memory prices in the supply chain, according to Jiemian News. Xiaomi and Oppo have cut their projections by more than 20%, Vivo by nearly 15%, and Transsion to below 70 million units. The reductions mainly affect mid- to low-end models and overseas markets. The companies did not respond to requests for comment. A source familiar with the matter said that manufacturers often report higher order volumes to secure resources from suppliers, adding that memory makers such as Samsung and SK Hynix have not been informed of any actual shipment cuts. [Jiemian News, in Chinese]</p>
<div class="lb-trans"><p>根据界面新闻，中国智能手机制造商小米、OPPO、Vivo 和传音控股在供应链中内存价格上涨的情况下，已下调全年出货量预测。小米和 OPPO 的预测下调幅度超过 20%，Vivo 下调近 15%，而传音控股的预测则低于 7000 万部。这些调整主要影响中低端机型和海外市场。各公司未对此作出回应。一位知情人士表示，制造商通常会报告更高的订单量以确保从供应商那里获得资源，并补充说，像三星和 SK 海力士这样的内存制造商并未被告知任何实际的出货量削减。[界面新闻，中文]</p>
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小米、Oppo、Vivo 和传音控股下调了 2026 年的智能手机出货量预测