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展望长期,两个关键变量值得关注。一是国产存储厂商(长鑫存储、长江存储)的产能提升能否平抑价格。目前看,在LPDDR5X等高端领域,国产渗透率尚低,短期内难以撼动定价权。二是端侧AI能否真正普及,证明“大内存”的体验价值。如果用户花了钱却没感受到AI的便利,后续换机动能将进一步枯竭。
The tech industry's biggest mobile show may not quite have the clout it once did, when the likes of Samsung, Sony, LG, and HTC showcased new flagships there each year, but it still attracts more phone launches than CES does two months earlier. It's especially popular with the Chinese manufacturers who are still fighting for space in the global market, along with niche manufacturers who turn up with extra-durable "rugged" devices, or battery beasts that are more powe …
Юлия Мискевич (Ночной линейный редактор)