---
title: "Understanding the Market | The mobile industry chain continues to decline, storage price increases impact the supply chain, and global mobile panel shipments may drop by 7.3%"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/278315557.md"
description: "The mobile industry chain continues to decline, with the stock prices of Hon Teng Precision, Lens, COWELL, and Q TECH all experiencing varying degrees of decline. According to a survey by TrendForce, due to shortages of memory and rising prices, global smartphone panel shipments are expected to decrease by 7.3% in 2026, ending the growth cycle that began in 2023. IDC has also lowered its forecast for smartphone shipments in 2026 to approximately 1.1 billion units, indicating that the market outlook is not optimistic"
datetime: "2026-03-09T03:29:05.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/278315557.md)
  - [en](https://longbridge.com/en/news/278315557.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/278315557.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/278315557.md) | [繁體中文](https://longbridge.com/zh-HK/news/278315557.md)


# Understanding the Market | The mobile industry chain continues to decline, storage price increases impact the supply chain, and global mobile panel shipments may drop by 7.3%

According to the Zhitong Finance APP, the mobile phone supply chain continues to decline. As of the time of writing, Hongteng Precision (06088) is down 7.46%, trading at HKD 5.21; Lens (06613) is down 6.59%, trading at HKD 21.84; COWELL (01415) is down 5.91%, trading at HKD 23.24; Q TECH (01478) is down 3.95%, trading at HKD 7.79.

On the news front, according to the latest mobile panel survey by TrendForce, the shortage and rising prices of memory chips, which account for a significant portion of mobile phone costs, have impacted brands' shipment plans for 2026 and weakened panel shipment momentum. It is estimated that global mobile panel shipments will be approximately 2.14 billion units in 2026, a decline of about 7.3% from 2.31 billion units in 2025, ending the growth cycle that began in 2023 and marking the first year-on-year decrease.

Notably, IDC data shows that the price increase for flagship phones in the Chinese market will exceed 30% in 2026, with models of the same configuration costing 300-1000 yuan more than in 2025, and high-storage versions even costing 2000 yuan more. Furthermore, the price increase for new products released after March will expand on this basis. IDC has significantly lowered its 2026 smartphone shipment forecast to approximately 1.1 billion units, far below last year's figure of 1.26 billion units

### 相关股票

- [Lens (06613.HK)](https://longbridge.com/zh-CN/quote/06613.HK.md)
- [COWELL (01415.HK)](https://longbridge.com/zh-CN/quote/01415.HK.md)
- [Ping An CSI Consumer Electronic Theme ETF (561600.CN)](https://longbridge.com/zh-CN/quote/561600.CN.md)
- [Q TECH (01478.HK)](https://longbridge.com/zh-CN/quote/01478.HK.md)
- [Lens (300433.CN)](https://longbridge.com/zh-CN/quote/300433.CN.md)

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