HK Stock Market Move | The entire mobile industry chain has collectively declined. It is reported that the iPhone 17 series may increase in price globally before the end of the month, with the highest increase per unit nearing 1,000 yuan.

The mobile industry supply chain has collectively declined. As of the time of publication, FIH (02038) is down 5.36%, priced at HKD 17.14; COWELL (01415) is down 4.84%, priced at HKD 23.6; Lens Technology (06613) is down 4.08%, priced at HKD 23.02; Q TECH (01478) is down 1.75%, priced at HKD 6.73. In news, according to a report by the Southern Daily citing internal supply chain sources, Apple plans to adjust the prices of the iPhone 17 series in all global regions by the end of August 2026, with a maximum price increase of no more than 1,000 yuan. The price adjustment standards will refer to the price hike plan that has already been implemented in the Japanese market. Huawei's Yu Chengdong indicated earlier this month that all smartphones may face a significant price increase due to the rising memory costs. Counterpoint Research analysts have pointed out that the global smartphone market has entered a new phase, where shipment volume is no longer the primary driver of growth, with value growth becoming the core of market expansion. According to Omdia data, the shipment volume of mid-range and low-end smartphones priced below USD 400 is expected to drop below 22% by 2026. The tight supply of memory and rising costs are difficult to ease in the short term, with supply gradually becoming a key factor constraining industry development.