HK Stock Market Move | The mobile phone industry chain continues to decline, supply chain costs are becoming increasingly complex, and Goldman Sachs recently downgraded its forecast for mobile phone shipments.

The mobile industry chain continues to decline. As of the time of writing, Lens Technology (06613) fell by 6.72% to HK$26.08; FIH (02038) fell by 3.73% to HK$18.05; COWELL (01415) fell by 1.19% to HK$23.18. In terms of news, Apple previously announced price increases for products such as MacBook, iPad, Apple TV, and Vision Pro. The prices of Mac computers have increased by about 15% to 20%, and the prices of iPads have increased by about 15% to 25%. Apple hinted in its statement that further price increases may be possible in the future. China Securities Co., Ltd. pointed out that as the demand for AI data center storage continues to surge, industry cost bargaining may enter a more complex new stage. Goldman Sachs released a research report stating that it has lowered its forecast for global smartphone shipments in 2026 by 4% to 1.14 billion units, with a year-on-year decline expanding from -6% to -10%. The forecast for 2027 was also lowered by 3% to 1.17 billion units, with the year-on-year growth rate revised from +2% to +3%. The report also introduced a forecast for 2028, with shipments expected to reach 1.182 billion units, representing a 1% increase compared to the previous year.