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Shipments Declined While Profits Exploded: The 'Memory Paradox' That Shook the Smartphone Market
The global smartphone market entered a sharp adjustment phase in the second quarter of 2026. While shipment volumes declined, prices increased, and though handset manufacturers' profitability wavered, memory companies' profits surged. The market's central axis is shifting from "how much can we sell" to "at what price can we sell."
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