Data from multiple agencies on the global smartphone market for the third quarter reveal a significant year-on-year decrease in global smartphone shipments during this timeframe, representing the most substantial single-quarter drop since such statistics have been publicly recorded. Driven by the swift expansion of AI data center infrastructure, the demand for memory has soared. Major memory chip producers have recalibrated their production capacities, leading to a more constrained supply of RAM and flash memory for consumer-grade smartphones. As a result, memory chip prices have surged, thereby elevating the production costs of smartphones. Even with some models experiencing price hikes of up to a thousand yuan, it is still difficult to offset the sharp increase in memory costs. Should manufacturers transfer these additional costs entirely to consumers, it could further diminish their enthusiasm for upgrading their devices. Industry experts anticipate that the trend of reallocating memory chip production capacity to AI servers will continue for the next two to three years, possibly extending the replacement cycle for the average consumer even longer. Consequently, smartphone manufacturers will confront dual challenges in terms of supply chain stability and product pricing strategies.