Institution: New machine price adjustments affect sales demand, smart phone production under pressure from the second quarter of 2026.

According to TrendForce's latest research on smartphones, starting from the second half of 2025, the mobile phone market will face dual pressures of tight storage supply and soaring prices, leading to chain reactions such as price increases of terminal products and weakening demand. Although various brands have not significantly lowered their production plans for the first quarter of 2026, it is estimated that under the impact of the cost pressure of this round of new phones leading to price adjustments, brand production performance will begin to weaken significantly from the second quarter.