This year, the cell phone industry has seen an extremely unusual and common sense-defeating phenomenon, with so many people being blinded
Now that the desire to switch is getting lower, it's been normal for three or four years. Industry data are even worse: the domestic mobile phone market has collapsed for five consecutive quarters, with demand for replacement falling directly to the bottom。
According to the most basic business logic: sales are sold at reduced prices, and sales are sold at reduced prices
But this year all cell phone manufacturers are working in reverse: the colder the market gets, the crazier the new flagship goes
All the new machines, mi, oppo, iphone and others, have raised prices in the fall, completely breaking the industry pattern of more than a decade. Behind this crazy operation, there's a business that ordinary people don't know about
A lot of people are still at the new machine launch in september and are looking forward to a wave of reduced benefits for the new machine。
Today's hard nuclear alert: a new machine in autumn 2026, no benefits, only harvest
On september 1st, the government declared that the price of all chips had increased, with the peak of the flagship chips rising by nearly 18 per cent
The cost of superheavy advanced processors has increased dramatically, and the cost of the mobile phone core processor has risen sharply. In the second half of this year, all the new flagships, with a general increase of $500-1500
Why would the manufacturer prefer to sell or raise the price
Today's one-time break through the five core industries, read the switch and avoid 90% of the circuits and pits! It's for ordinary people. It's a direct collection
1. Complete closure of low-priced domestic paper and full strategic transformation of manufacturers
According to authoritative idc data, the domestic mobile phone market has declined for five consecutive quarters on a year-on-year basis and has entered into brutal stocks of red sea spree killings。
A few years ago, the market was depressed and sold out, and the plant's life-saving solution was to reduce the price of paper, stacking hardware parameters, and value for money。
But in 2026, this road was completely dead
Upstream chips and spare parts cost up to a full line, and continuing price battles will only cost one。
So all cell phone manufacturers are moving in a collective direction: completely abandon brainless low-priced internal rolls and experience profits through technological innovation and differentiation
The price increase for the flagship is set, and the androids are the easiest to cut
This high inflation rate is covered entirely by the dead end, with high-end flagship chips increasing at a new high in recent years. For the android type, which is highly dependent on high-channel chips, the pressure is stretched directly。
After the cost surge, the manufacturer has only three routes, each of which is unfriendly to consumers:
1 direct price increases and transfer of all costs to users
2 no change in the price of the sale, sneaking down the parts, downgraded hardware and disguising the beryllium
3 compression of self-profits, with short-term viability and inevitable long-term collapse。
However, the national production chain has opened up opportunities for a reversal. The national production lpdr6 memory has been fully validated, with official bulk production in the second half of the year。
The new memory is faster and less exhausting, perfect for the end of the current fire. It will be effective in reducing the price increase pressure on offshore chips and achieving a national curve overboard
3. The logic of the alternation is completely subverted and the era of parameters is officially over
Did you see anything? It's no longer like running points, pixels, hardware parameters
All the new flagships, all of them crammed to the core: local side ai
Many people can't tell the difference between cloud-based ai and end-side ai, which experience the difference:
(a) old cloud-based ai: it has to be connected in order to use it, it has to be shut down, privacy is leaky and responsive to cardon
New side ai: local independent calculations, no network, seconds response, privacy full。
The ai stand-alone key, off-line repair, network-free office, etc. Have been configured as a flagship。
The change in the future is no longer a “phone switch” and it's a new trend to pay for the smart ai experience. The era of mere hardware is over。
Four, folding screen tracks, shuffled the market with apples
The market for straight-line mobile phones is completely saturated and growth is at its peak, while folding screens are the only fast-growing blue sea track in the industry。
The domestic market is now led by rice, glory, vivo and oppo, and the size of the folding screen is a crazy inner scroll。
The real change is coming: the iphone is coming
Once apples enter the game, the price barrier of the high-end folding screen will be completely broken. The folding machines that used to be used by business people were rapidly pro-popular and popular, and competition across the whole industry would escalate
May and august, new rules! The traffic cards are changing
This new rule, which is related to everyone's wallet, compared to the increase in cell phone prices, is rarely known
Since 1 august, the new regulations have been formally implemented by the three main operators: full cut-off of third-party online card access
From now on, mobile phone numbers, traffic cards are processed online, supporting only official operators。
The 9. 9 million-dollar mega-flow cards, the net-red low-priced combination cards, are basically a set-up. There are many problems with false traffic, hidden charges, self-locking packages, and you have to shine your eyes and avoid them
Business core truth: a radical reversal of cell phone logic
(a) over the past decade and a half: mobile phone industry price, parameters, value for money, hardware stacking
The next few years: the core of the industry, the creative forms, the folding screens, the long journey, the industrial chain
Stock competition is becoming more and more brutal, with low-priced, uninnovated machines that will eventually be eliminated by the market. Today's mobile phones are no longer “sufficient” and differential experiences are core competitiveness
Guide to the ultimate purchase of machines by ordinary people (dry goods must be stored)
High-end flagship
We're just gonna have to sell the old money flag, and we're gonna have to sell it
Limited budget, value for money
Don't follow the new money blindly! The last flag ship in the rush is the real one. Focus on avoiding the "no-fix, no-go-down" set
Look at ai
Deny ai! Priority is given to the straight-end side of ai, and it must be measured offline
It's just a long voyage
Priority is given to the 8,000 mah super-battery, receiving short-walls; folding screens do not look forward to an ultra-extension
Online flow cards
Just go to the operator's official app, the small program! Don't touch the third-party pass card
At the end
There is a lot of confusion: is the price of the new machine going up, should the new money go down or should the old money go down
To be honest, this year is only the beginning of a rise in cell phone prices, and next year the flagship aircraft will only be more expensive and better equipped! Blind and windy, probably cut to the ground。
Topical interaction: do you think the increase in the price of mobile phones is a cost increase or a collective harvest? Will you change your phone this year? Let's talk about your opinion
