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Fueled by the expansion of AI infrastructure, the demand for memory chips has skyrocketed, resulting in significant price hikes and mounting cost pressures for downstream mobile phone manufacturers. Based on reports from domestic media, China's mobile phone market is poised for a sweeping wave of price increases in 2026. This will mark an unprecedented event where all categories and brands within the domestic mobile phone market witness concurrent price rises. Leading brands, including OPPO, vivo, Xiaomi, and Honor, are set to implement a fresh round of price adjustments for their products in early March. Anticipate new models to undergo price hikes of at least 1,000 yuan, with mid-to-high-end models possibly seeing increases of 2,000-3,000 yuan.
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