--- title: "中東危機和全球內存短缺使 2026 年世界移動通信大會上的 AI 智能手機熱潮黯然失色" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/278260773.md" description: "2026 年巴塞羅那移動通信大會展示了令人興奮的人工智能創新，包括榮耀的 “機器人手機” 和中興的 Doubao AI 代理手機。然而，活動被持續的中東危機所 overshadowed，這場危機擾亂了旅行並引發了對全球智能手機供應鏈的擔憂。分析師預測，由於內存短缺，2026 年智能手機出貨量將下降 12%，小米和傳音等品牌將受到重大影響。衝突抑制了消費者需求並增加了成本，使得已經承受壓力的製造商面臨更復雜的局面" datetime: "2026-03-08T10:36:23.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278260773.md) - [en](https://longbridge.com/en/news/278260773.md) - [zh-HK](https://longbridge.com/zh-HK/news/278260773.md) --- # 中東危機和全球內存短缺使 2026 年世界移動通信大會上的 AI 智能手機熱潮黯然失色 The mobile industry buzzed with excitement over the artificial intelligence revolution showcased at MWC Barcelona 2026, but the optimism was overshadowed by the Middle East crisis and a memory crunch that could reshape the global smartphone supply chain. The AI showcase drew a large crowd, including King Felipe VI of Spain, to the booth of Chinese smartphone maker Honor, which displayed its “Robot Phone” with a built-in camera gimbal designed to become a companion to users. “This brings a certain level of excitement amid memory shocks,” said Ivan Lam, senior analyst at consultancy Counterpoint Research, who described the Robot Phone as “one of the biggest highlights” in smartphones at MWC. “This product’s new form factor opens up a new experience for human-phone interaction,” Lam said, adding it could mark a promising step forward for consumers. Just across the aisle in the same hall, Chinese telecoms gear giant ZTE showcased the China-exclusive Doubao AI agent phone powered by ByteDance’s large language model, as other Android rivals also announced new AI functions to build emotional and physical connections with users. Smartphone and device manufacturers were looking to make AI tangible as they realised that “just having a voice isn’t concrete enough”, said Nicole Peng, research vice-president of consumer at tech research group Omdia. “Building that emotional connection is vital.” The recent explosion of AI agents also pushed the industry to find ways to power next-generation interactions without compromising energy, efficiency or battery life, Peng said. This year “is going to be the year of \[AI\] agents”, Qualcomm CEO Cristiano Amon said in his keynote speech at MWC on Monday. The emergence of OpenClaw and ByteDance’s agentic phone was enabling a shift from an app-centric ecosystem to an agent-centric one, where AI agents not only responded to users but also observed, interpreted, and acted across multiple devices, Amon said. The four-day event, which wrapped up on Thursday, however, was overshadowed by the Middle East conflict, which broke out on February 28. The hostilities triggered widespread flight cancellations and airport closures. Major Chinese smartphone companies exhibiting at the show saw staff stranded in the Middle East or their flights diverted back to China ahead of MWC, according to staff who spoke to the South China Morning Post. Thousands of prospective MWC attendees cancelled their trips, Spanish media reported. Beyond disruptions to the event, the war introduced uncertainty across the Middle East, a region vital to the global smartphone supply chain. Most global smartphone shipments are transported by air, and a prolonged Middle East crisis could affect “freight routes, operating costs and inventory planning across global smartphone markets”, Ahmad Shehab, an analyst at Counterpoint Research, said in a note on Monday. Chinese smartphone players have a major presence in the Middle East market, which grew 5 per cent in the fourth quarter of 2025, according to Counterpoint data. Samsung led the region with a 28 per cent share, followed by Transsion, Xiaomi and Apple. “The Middle East is currently one of the fastest-growing regions, whether it’s data centres, consumer goods, AI or media streaming, which local governments have invested heavily in, and now it’s suddenly affected by war,” Omdia’s Peng said. The primary concern was the uncertainty of the duration, and for manufacturers already grappling with mounting cost pressures, the situation was compounding the pain, Peng said. The conflict was dampening consumer demand by driving up daily expenses, especially crude oil in Europe and the US, which forced more cautious spending, Counterpoint’s Lam said. The Middle East conflict also confirmed Counterpoint’s earlier forecast of a 12 per cent decline in smartphone shipments for 2026, the sharpest annual contraction ever due to the memory shortage, Lam said. Apple, Samsung, and Huawei were expected to be less affected by the memory crunch this year, while brands like Xiaomi, Oppo, Vivo and Transsion would be hit hard, Lam noted. Transsion, with more than 80 per cent of its phones last year priced under US$150, would be hit hardest, with its overall forecast to drop by over 20 per cent due to the memory price surge, Lam said. ### 相關股票 - [ZTCOY.US](https://longbridge.com/zh-HK/quote/ZTCOY.US.md) - [688036.CN](https://longbridge.com/zh-HK/quote/688036.CN.md) - [01810.HK](https://longbridge.com/zh-HK/quote/01810.HK.md) - [XIACY.US](https://longbridge.com/zh-HK/quote/XIACY.US.md) ## 相關資訊與研究 - [【行業透視】善用 AI 重在定義問題與專業把關](https://longbridge.com/zh-HK/news/286681677.md) - [企業擴大使用 AI 消除泡沫疑慮 長期投資科技股參與 AI 熱潮](https://longbridge.com/zh-HK/news/287023782.md) - [遠傳股東會／總座井琪：放大 AI 綜效 不僅投資 AI 更投資員工能力](https://longbridge.com/zh-HK/news/286988951.md) - [數發部發布 AI 產業人才認定指引 3.0 擴大生態系](https://longbridge.com/zh-HK/news/286858820.md) - [「這不是循環，是時代的革命！」創見董座看 AI：記憶體 30 年規則已遭徹底粉碎](https://longbridge.com/zh-HK/news/286627033.md)