{"@context":"https://schema.org","@type":"NewsArticle","generatedAt":"2026-07-23T06:40:50.084Z","headline":"AI 内存需求冲击印度智能手机市场，出货量创六年最大降幅","description":"印度智能手机市场 4-6 月出货量同比下降 10%，为六年来最大六月季度降幅。三星、SK 海力士和美光等厂商将产能转向利润更高的 AI 数据中心高带宽内存，导致手机 RAM 和存储成本上升，推动终端价格上涨。约 60% 的印度市场集中在 2 万卢比（约 210 美元）以下价位段，消费者被迫延长换机周期至约四年，低端机型出货量同比暴跌 45%。","url":"https://www.aioga.com/news/cmrpdlxar00t0bisri2yu027p/","mainEntityOfPage":"https://www.aioga.com/news/cmrpdlxar00t0bisri2yu027p/","datePublished":"2026-07-17T20:09:27.000Z","dateModified":"2026-07-17T20:09:27.000Z","inLanguage":"zh-CN","publisher":{"@type":"NewsMediaOrganization","name":"Aioga","url":"https://www.aioga.com"},"citation":["https://techcrunch.com/2026/07/17/ai-driven-memory-crunch-jolts-indias-smartphone-market","https://aihot.virxact.com/items/cmrpdlxar00t0bisri2yu027p"],"canonicalUrl":"https://www.aioga.com/news/cmrpdlxar00t0bisri2yu027p/","directAnswer":{"@type":"Answer","text":"Aioga 编辑摘要：印度智能手机市场 4-6 月出货量同比下降 10%，为六年来最大六月季度降幅。 Aioga 将其归入「行业动态」方向，重点关注它对真实使用和行业竞争的影响。","url":"https://www.aioga.com/news/cmrpdlxar00t0bisri2yu027p/","dateCreated":"2026-07-17T20:09:27.000Z","author":{"@type":"Organization","@id":"https://www.aioga.com/authors/aioga-editorial/#editorial-team","name":"Aioga Editorial Team","url":"https://www.aioga.com/authors/aioga-editorial/"}},"evidence":[{"@type":"CreativeWork","name":"TechCrunch source article","url":"https://techcrunch.com/2026/07/17/ai-driven-memory-crunch-jolts-indias-smartphone-market","datePublished":"2026-07-17T20:09:27.000Z","provider":{"@type":"Organization","name":"TechCrunch","url":"https://techcrunch.com/2026/07/17/ai-driven-memory-crunch-jolts-indias-smartphone-market"}},{"@type":"CreativeWork","name":"AIHot archive record","url":"https://aihot.virxact.com/items/cmrpdlxar00t0bisri2yu027p","datePublished":"2026-07-17T20:09:27.000Z","provider":{"@type":"Organization","name":"AIHot","url":"https://aihot.virxact.com/items/cmrpdlxar00t0bisri2yu027p"}}],"aggregationSource":"TechCrunch：AI（RSS）","originalPublisher":{"name":"TechCrunch","url":"https://techcrunch.com/2026/07/17/ai-driven-memory-crunch-jolts-indias-smartphone-market"},"article":{"id":"cmrpdlxar00t0bisri2yu027p","slug":"cmrpdlxar00t0bisri2yu027p","url":"https://www.aioga.com/news/cmrpdlxar00t0bisri2yu027p/","title":"AI 内存需求冲击印度智能手机市场，出货量创六年最大降幅","title_en":"AI-driven memory crunch jolts India's smartphone market","summary":"印度智能手机市场 4-6 月出货量同比下降 10%，为六年来最大六月季度降幅。三星、SK 海力士和美光等厂商将产能转向利润更高的 AI 数据中心高带宽内存，导致手机 RAM 和存储成本上升，推动终端价格上涨。约 60% 的印度市场集中在 2 万卢比（约 210 美元）以下价位段，消费者被迫延长换机周期至约四年，低端机型出货量同比暴跌 45%。","source":"TechCrunch：AI（RSS）","sourceUrl":"https://techcrunch.com/2026/07/17/ai-driven-memory-crunch-jolts-indias-smartphone-market","aiHotUrl":"https://aihot.virxact.com/items/cmrpdlxar00t0bisri2yu027p","publishedAt":"2026-07-17T20:09:27.000Z","category":"行业动态","score":65,"selected":false,"articleBody":["Months after analysts warned：https://techcrunch.com/2026/02/27/memory-shortage-could-cause-the-biggest-smartphone-shipments-dip-in-over-a-decade/ that AI-driven demand for memory chips would ripple through consumer electronics, India is providing the strongest evidence yet that the disruption has arrived, with rising handset prices reshaping the smartphone market.","The memory chips in question — RAM and storage components — are the same ones tech giants need by the truckload to build AI data centers. Manufacturers like Samsung, SK Hynix, and Micron have been shifting production capacity toward high-bandwidth memory, the specialized chips used in AI accelerators, because they’re much more profitable per wafer than the standard memory used in phones and laptops — leaving less capacity, and driving up costs, for everyday consumer electronics.","India, the world’s second-largest smartphone market by shipments after China, saw smartphone shipments fall 10% year-over-year：https://counterpointresearch.com/en/insights/india-smartphone-shipments-fall-10-percent-yoy-june-quarter in the April-June quarter, according to market research firm Counterpoint Research, marking the steepest June-quarter decline in six years as higher memory costs pushed up handset prices.","The impact has been more pronounced in India than in China, where smartphone shipments fell just 2% in Q2, according to Counterpoint. India has been hit harder because about 60% of its smartphone market is concentrated in the sub-₹20,000 (under $210) segment, where higher memory costs have had the biggest impact on prices, Tarun Pathak, the firm’s vice president of research, told TechCrunch.","India has been a prominent market for global smartphone brands for several years. The South Asian nation, home to more than 1.4 billion people and over 700 million smartphone users, has become a bellwether for consumer demand in price-sensitive markets, making shifts in buying patterns closely watched by device makers, chip suppliers, and investors tracking the broader health of the AI supply chain.","Pathak told TechCrunch that consumers are unlikely to abandon smartphones altogether. However, many of them are expected to delay upgrades, stretching replacement cycles to around four years from about 3.5 years previously, while premium brands such as Apple and Samsung remain better insulated from the slowdown.","The uneven impact is already reshaping competition among smartphone makers. Samsung was the only major smartphone brand to post shipment growth in India in Q2, with volumes rising 2% year-over-year, according to Counterpoint. Apple, by contrast, saw shipments fall 3% — though that dip largely reflected supply constraints and inventory shortages limiting how many iPhones Apple could deliver.","Consumers buying higher-end smartphones have proved less sensitive to price increases, with financing making expensive devices more affordable, Prachir Singh, a senior analyst at Counterpoint Research, told TechCrunch.","The pain has been most acute at the lower end of the market. Shipments in the sub-₹15,000 (under $150) segment fell 45% from a year earlier, Counterpoint said. Because Chinese brands are heavily exposed to entry- and mid-tier smartphones, their combined market share fell to its lowest level for a second calendar quarter since 2020.","The tougher economics are also prompting strategic shifts. This week, Chinese smartphone brand OnePlus said it would stop launching new products：https://techcrunch.com/2026/07/16/phone-maker-oneplus-reportedly-plans-to-wind-down-us-and-europe-operations/ in Europe and North America, while maintaining its India business, following what it described as a careful assessment. Counterpoint data shared with TechCrunch showed China accounted for 74% of OnePlus’ global smartphone shipments to distributors and retailers in Q1, up from 59% a year earlier, while India’s share fell to 19% from 30%.","In other words, OnePlus is retreating to markets where it can still turn a profit and ceding ground elsewhere — a pattern likely to repeat across other budget-focused brands as margins tighten.","Indeed, Pathak told TechCrunch that running several sub-brands only makes sense if each one sells enough volume to cover shared costs, and that math stops working once margins get this thin. “Sub-brands normally have overlaps and shared resources, and you need a minimum base to justify the cut-throat margins. Profitability is the key to deciding market operations,” he said.","That pressure on brands is trickling straight down to the people buying their phones. Kiranjeet Kaur, associate research director for mobile phones research at IDC, said the Indian smartphone market is shifting from volume-led growth to value growth — meaning fewer phones are being sold overall, but each one generates more revenue — as higher component costs make lower-priced smartphones increasingly uneconomical.","The higher component costs are already filtering through to consumers. Smartphone prices in India have risen by between 4% and 68%, depending on the model, Pathak said, and as prices rise, consumers are either moving to higher-priced devices, delaying upgrades, or turning to the secondhand market.","Financing has meanwhile become “central to affordability,” Kaur told TechCrunch. She added that brands and retailers were also building inventory ahead of the festive season to lock in lower costs before further increases in component prices.","IDC also expects India’s smartphone shipments to decline by double digits in Q2, a steeper fall than the 4.1% decline in the first quarter and the 5.3% drop in the previous quarter, Kaur said. However, she noted the firm’s estimates were not yet finalized.","Kaur told TechCrunch that memory shortages and elevated smartphone prices were likely to persist until at least the end of 2027, although the pace of price increases should moderate as consumers gradually adjust to higher prices becoming the new normal.","“For Indian consumers, it is a double whammy as the weaker currency makes imports costlier, which has added to margin pressures for the market players, and they are passing on the cost to the consumer,” Kaur said.","When you purchase through links in our articles, we may earn a small commission：https://techcrunch.com/techcrunch-affiliate-monetization-standards/. This doesn’t affect our editorial independence.","Jagmeet covers startups, tech policy-related updates, and all other major tech-centric developments from India for TechCrunch. He previously worked as a principal correspondent at NDTV.","You can contact or verify outreach from Jagmeet by emailing mail@journalistjagmeet.com：mailto:mail@journalistjagmeet.com. View Bio ：https://techcrunch.com/author/jagmeet-singh/ November 4 Boston Last chance to save up to $190 on TechCrunch Founder Summit. Join 1,000+ founders and VCs at all stages for real-world scaling insights and connections that move the needle. Savings end June 26, 11:59 p.m. PT .","Tesla driver in fatal Texas crash pressed accelerator 100%, NTSB confirms：https://techcrunch.com/2026/07/15/tesla-driver-in-fatal-texas-crash-pressed-accelerator-100-ntsb-confirms/ Sean O'Kane：https://techcrunch.com/author/sean-okane/","Amid hardware legal battle, OpenAI releases a $230 keyboard for Codex：https://techcrunch.com/2026/07/15/amid-hardware-legal-battle-openai-releases-a-230-keyboard-for-codex/ Lucas Ropek：https://techcrunch.com/author/lucas-ropek/","OpenAI’s first hardware device is reportedly a screenless speaker that can move：https://techcrunch.com/2026/07/14/openais-first-hardware-device-is-reportedly-a-screenless-speaker-that-can-move/ Lucas Ropek：https://techcrunch.com/author/lucas-ropek/","Anthropic’s newest ad is creeping people out：https://techcrunch.com/2026/07/14/anthropics-newest-ad-is-creeping-people-out/ Lucas Ropek：https://techcrunch.com/author/lucas-ropek/","Satya Nadella has issued a shocking warning to companies using AI：https://techcrunch.com/2026/07/13/satya-nadella-has-issued-a-shocking-warning-to-companies-using-ai/ Julie Bort：https://techcrunch.com/author/julie-bort/","The wildest allegations in Apple’s trade secrets lawsuit against OpenAI：https://techcrunch.com/2026/07/13/the-wildest-allegations-in-apples-trade-secrets-lawsuit-against-openai/ Sarah Perez：https://techcrunch.com/author/sarah-perez/","Anthropic starts localizing Claude pricing for India, its biggest market after the US：https://techcrunch.com/2026/07/13/anthropic-starts-localizing-claude-pricing-for-india-its-biggest-market-after-the-us/ Jagmeet Singh：https://techcrunch.com/author/jagmeet-singh/"],"articleImages":[],"mediaStatus":"none","articleBodyZh":["在分析师警告说：https://techcrunch.com/2026/02/27/memory-shortage-could-cause-the-biggest-smartphone-shipments-dip-in-over-a-decade/ AI 驱动的内存芯片需求将影响消费电子数月后，印度提供了最有力的证据，显示这一冲击已经到来，智能手机价格上涨正在重塑市场。","所涉及的内存芯片——RAM 和存储组件——正是科技巨头们需要大量采购来建设 AI 数据中心的芯片。像三星、SK 海力士和美光这样的制造商已经将生产能力转向高带宽内存，即用于 AI 加速器的专用芯片，因为每片晶圆的利润远高于用于手机和笔记本电脑的标准内存——这导致日常消费电子的产能减少，成本上升。","根据市场研究公司 Counterpoint Research 的数据，印度是继中国之后全球第二大按出货量计算的智能手机市场，2024 年 4-6 月季度智能手机出货量同比下降 10%：https://counterpointresearch.com/en/insights/india-smartphone-shipments-fall-10-percent-yoy-june-quarter，这是六年来六月季度下降幅度最大的季度，高内存成本推高了手机价格。","根据 Counterpoint 的数据，这一影响在印度比在中国更加明显，中国第二季度智能手机出货量仅下降 2%。印度受到影响更大，因为其约 60% 的智能手机市场集中在 2 万卢比以下（约 210 美元）的细分市场，高内存成本对价格影响最大，Counterpoint 的研究副总裁 Tarun Pathak 告诉 TechCrunch。","多年来，印度一直是全球智能手机品牌的重要市场。这个拥有超过 14 亿人口和超过 7 亿智能手机用户的南亚国家，已成为价格敏感市场消费者需求的风向标，使得购买模式的变化受到设备制造商、芯片供应商以及跟踪 AI 供应链健康状况的投资者密切关注。","Pathak 告诉 TechCrunch，消费者不太可能完全放弃智能手机。不过，预计许多消费者将推迟升级，将更换周期从之前的大约 3.5 年延长到大约 4 年，而像苹果和三星这样的高端品牌在经济放缓中仍然受影响较小。","这种不均衡的影响已经在重新塑造智能手机制造商之间的竞争。根据 Counterpoint 的数据，三星是第二季度印度唯一一个出货量增长的主要智能手机品牌，出货量同比增长 2%。相比之下，苹果的出货量下降了 3%——尽管这种下降主要反映了供应限制和库存短缺，限制了苹果交付 iPhone 的数量。","Counterpoint Research 的高级分析师 Prachir Singh 告诉 TechCrunch，购买高端智能手机的消费者对价格上涨的敏感度较低，融资方案使昂贵设备更易负担。","市场低端的痛苦最为明显。Counterpoint 表示，₹15,000 以下（约 150 美元以下）细分市场的出货量同比下降了 45%。由于中国品牌在入门级和中端智能手机市场暴露较大，它们的整体市场份额降至自 2020 年以来连续第二个日历季度的最低水平。","更加困难的经济环境也促使战略调整。本周，中国智能手机品牌 OnePlus 表示将停止在欧洲和北美推出新产品：https://techcrunch.com/2026/07/16/phone-maker-oneplus-reportedly-plans-to-wind-down-us-and-europe-operations/，同时维持印度业务，此前进行了所谓的仔细评估。与 TechCrunch 分享的 Counterpoint 数据显示，中国在第一季度占 OnePlus 全球智能手机出货量（向分销商和零售商）的比例为 74%，高于一年前的 59%，而印度市场份额则从 30% 降至 19%。","换句话说，OnePlus 正在撤回到仍能获利的市场，并在其他地区放弃市场——这一模式很可能会在其他以预算为主的品牌中重复出现，因为利润率在收紧。","事实上，Pathak告诉TechCrunch，经营多个子品牌只有在每个品牌销售量足以覆盖共享成本时才有意义，一旦利润率变得如此之低，这个计算就行不通了。“子品牌通常会有重叠和共享资源，你需要一个最低基础量来支撑残酷的利润率。盈利能力是决定市场运营的关键，”他说。","这种对品牌的压力正在直接传导到购买他们手机的人身上。IDC移动电话研究副研究总监Kiranjeet Kaur表示，印度智能手机市场正从以销量为主的增长转向价值增长——也就是说，总体手机销量减少，但每部手机产生的收入更多——因为更高的组件成本使低价智能手机越来越不经济。","更高的组件成本已经传导到消费者身上。Pathak表示，印度智能手机价格根据型号上涨了4%到68%不等，随着价格上涨，消费者要么转向更高价的设备，要么推迟升级，或转向二手市场。","与此同时，Kaur告诉TechCrunch，融资已成为“可负担性的核心”。她补充说，品牌和零售商也在节日前储备库存，以在组件价格进一步上涨前锁定较低成本。","Kaur表示，IDC还预计印度智能手机出货量在第二季度将下降两位数，这一降幅比第一季度的4.1%下降和上季度的5.3%下降更为陡峭。然而，她指出公司的预测尚未最终确定。","Kaur告诉TechCrunch，存储短缺和高企的智能手机价格可能会持续到至少2027年底，尽管随着消费者逐渐适应更高价格成为新常态，价格上涨速度应会放缓。","“对于印度消费者来说，这是双重打击，因为货币贬值使进口成本增加，这加大了市场参与者的利润压力，他们将成本转嫁给了消费者，”Kaur说。","当您通过我们文章中的链接进行购买时，我们可能会赚取少量佣金：https://techcrunch.com/techcrunch-affiliate-monetization-standards/。这不影响我们的编辑独立性。","Jagmeet 为 TechCrunch 报道印度的初创企业、科技政策相关更新及所有其他主要的技术相关发展。他曾任NDTV首席记者。","您可以通过电子邮件联系或核实Jagmeet的外联服务mail@journalistjagmeet.com:mailto:mail@journalistjagmeet.com。查看简介：https://techcrunch.com/author/jagmeet-singh/ 11月4日 波士顿 TechCrunch创始人峰会上最后一次节省最多190美元的机会。加入1000名各阶段的创始人和风险投资人，获取真实的扩展洞见和推动变革的联系。优惠截止时间：6月26日，太平洋时间晚上11：59。","特斯拉司机在德克萨斯致命车祸中踩油门100%，NTSB证实：https：//techcrunch.com/2026/07/15/tesla-driver-in-fatal-texas-crash-pressed-accelerator-100-ntsb-confirms/ Sean O'Kane：https：//techcrunch.com/author/sean-okane/","在硬件法律争斗中，OpenAI 发布了一款价值230美元的键盘，适用于Codex：https：//techcrunch.com/2026/07/15/amid-hardware-legal-battle-openai-releases-a-230-keyboard-for-codex/ Lucas Ropek：https：//techcrunch.com/author/lucas-ropek/","据报道，OpenAI的首款硬件设备是一款可移动的无屏扬声器：https：//techcrunch.com/2026/07/14/openais-first-hardware-device-is-reportedly-a-screenless-speaker-that-can-move/ Lucas Ropek：https：//techcrunch.com/author/lucas-ropek/","Anthropic最新的广告让人感到毛骨悚然：https：//techcrunch.com/2026/07/14/anthropics-newest-ad-is-creeping-people-out/ Lucas Ropek：https：//techcrunch.com/author/lucas-ropek/","Satya Nadella 对使用人工智能的公司发出了令人震惊的警告：https：//techcrunch.com/2026/07/13/satya-nadella-has-issued-a-shocking-warning-to-companies-using-ai/ Julie Bort：https：//techcrunch.com/author/julie-bort/","苹果针对OpenAI商业秘密诉讼中最荒诞的指控：https：//techcrunch.com/2026/07/13/the-wildest-allegations-in-apples-trade-secrets-lawsuit-against-openai/ Sarah Perez：https：//techcrunch.com/author/sarah-perez/","Anthropic开始为印度本地化Claude定价，印度是其仅次于美国的最大市场：https：//techcrunch.com/2026/07/13/anthropic-starts-localizing-claude-pricing-for-india-its-biggest-market-after-the-us/ Jagmeet Singh：https：//techcrunch.com/author/jagmeet-singh/"],"translationStatus":"translated","bodyOrigin":"source-page","editorial":{"summary":"Aioga 编辑摘要：印度智能手机市场 4-6 月出货量同比下降 10%，为六年来最大六月季度降幅。 Aioga 将其归入「行业动态」方向，重点关注它对真实使用和行业竞争的影响。","background":"背景分析：公司与行业类动态需要放在竞争格局、商业化路径、资本信号和监管环境中观察，单条公告不能代表最终结果。","viewpoint":"Aioga 判断：这条动态更适合作为行业观察信号，当前信息足以建立线索，但不足以推导长期结论。","implications":"影响分析：对相关团队而言，短期应先核对来源、可用范围和实际成本，再判断是否值得接入或跟进。","nextStep":"后续观察：继续观察官方文件、合作落地、收入或用户信号、竞品动作和监管后续。","evidenceRefs":["title","summary","articleBody"],"confidence":"medium","status":"published","aiGenerated":false,"autoApproved":true,"generatedBy":"rule-safe-fallback","generatedAt":"2026-07-23T06:49:19.170Z","sourceHash":"e70c8f071b256c91","validation":{"passed":true,"mode":"rule-safe-fallback","checks":["schema","length","source-attribution","no-html"]}},"tags":["行业动态","TechCrunch：AI（RSS）"],"translations":{"zh-CN":{"title":"AI 内存需求冲击印度智能手机市场，出货量创六年最大降幅","summary":"印度智能手机市场 4-6 月出货量同比下降 10%，为六年来最大六月季度降幅。三星、SK 海力士和美光等厂商将产能转向利润更高的 AI 数据中心高带宽内存，导致手机 RAM 和存储成本上升，推动终端价格上涨。约 60% 的印度市场集中在 2 万卢比（约 210 美元）以下价位段，消费者被迫延长换机周期至约四年，低端机型出货量同比暴跌 45%。","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"AI 内存需求冲击印度智能手机市场，出货量创六年最大降幅 - Aioga AI资讯","description":"印度智能手机市场 4-6 月出货量同比下降 10%，为六年来最大六月季度降幅。三星、SK 海力士和美光等厂商将产能转向利润更高的 AI 数据中心高带宽内存，导致手机 RAM 和存储成本上升，推动终端价格上涨。约 60% 的印度市场集中在 2 万卢比（约 210 美元）以下价位段，消费者被迫延长换机周期至约四年，低端机型出货量同比暴跌 45%。","url":"https://www.aioga.com/news/cmrpdlxar00t0bisri2yu027p/"},"en":{"title":"AI memory demand impacts the Indian smartphone market, shipment volume sees the largest decline in six years","summary":"India's smartphone market shipments from April to June fell 10% year-on-year, marking the largest June-quarter decline in six years. Manufacturers such as Samsung, SK Hynix, and Micron have shifted production capacity to higher-profit AI data center high-bandwidth memory, leading to increased costs for smartphone RAM and storage, which has driven up end-user prices. About 60% of the Indian market is concentrated in the price segment below 20,000 rupees (approximately $210), forcing consumers to extend their device replacement cycle to around four years, and shipments of low-end models have plummeted 45% year-on-year.","category":"Industry","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"AI memory demand impacts the Indian smartphone market, shipment volume sees the largest decline in six years - Aioga AI News","description":"India's smartphone market shipments from April to June fell 10% year-on-year, marking the largest June-quarter decline in six years. Manufacturers such as Samsung, SK Hynix, and Mi...","url":"https://www.aioga.com/en/news/cmrpdlxar00t0bisri2yu027p/","contentTranslated":true,"sourceHash":"4b945d0780c32491","translatedAt":"2026-07-22T19:43:51.364Z"},"ja":{"title":"AIのメモリ需要がインドのスマートフォン市場に衝撃を与え、出荷量は6年ぶりの最大の減少を記録","summary":"インドのスマートフォン市場は4～6月の出荷量が前年同期比で10％減少し、過去6年間で最大の6月四半期の減少となった。サムスン、SKハイニックス、マイクロンなどのメーカーが生産能力を利益率の高いAIデータセンター向け高帯域幅メモリに振り向けたため、スマートフォンのRAMおよびストレージコストが上昇し、端末価格の上昇を引き起こした。インド市場の約60％は2万ルピー（約210ドル）以下の価格帯に集中しており、消費者は端末の買い替え周期を約4年に延ばさざるを得ず、低価格モデルの出荷量は前年同期比で45％急減した。","category":"業界動向","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"AIのメモリ需要がインドのスマートフォン市場に衝撃を与え、出荷量は6年ぶりの最大の減少を記録 - Aioga AIニュース","description":"インドのスマートフォン市場は4～6月の出荷量が前年同期比で10％減少し、過去6年間で最大の6月四半期の減少となった。サムスン、SKハイニックス、マイクロンなどのメーカーが生産能力を利益率の高いAIデータセンター向け高帯域幅メモリに振り向けたため、スマートフォンのRAMおよびストレージコストが上昇し、端末価格の上昇を引き起こした。インド市場の約60％は2万ルピ...","url":"https://www.aioga.com/ja/news/cmrpdlxar00t0bisri2yu027p/","contentTranslated":true,"sourceHash":"4b945d0780c32491","translatedAt":"2026-07-22T19:44:00.537Z"},"ko":{"title":"AI 메모리 수요 충격으로 인도 스마트폰 시장, 출하량 6년 만에 최대 감소","summary":"인도 스마트폰 시장 4~6월 출하량이 전년 동기 대비 10% 감소했으며, 이는 6년 만에 가장 큰 6월 분기 하락폭이다. 삼성, SK하이닉스, 마이크론 등 제조업체들이 생산능력을 더 높은 수익의 AI 데이터 센터 고대역폭 메모리로 전환하면서 스마트폰 RAM과 저장장치 비용이 상승해 단말기 가격이 올랐다. 인도 시장의 약 60%는 2만 루피(약 210달러) 이하 가격대에 집중되어 있어, 소비자들은 교체 주기를 약 4년으로 연장할 수밖에 없었으며, 저가형 기기 출하량은 전년 동기 대비 45% 급감했다.","category":"업계 동향","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"AI 메모리 수요 충격으로 인도 스마트폰 시장, 출하량 6년 만에 최대 감소 - Aioga AI 뉴스","description":"인도 스마트폰 시장 4~6월 출하량이 전년 동기 대비 10% 감소했으며, 이는 6년 만에 가장 큰 6월 분기 하락폭이다. 삼성, SK하이닉스, 마이크론 등 제조업체들이 생산능력을 더 높은 수익의 AI 데이터 센터 고대역폭 메모리로 전환하면서 스마트폰 RAM과 저장장치 비용이 상승해 단말기 가격이 올랐다. 인도 시장의 약...","url":"https://www.aioga.com/ko/news/cmrpdlxar00t0bisri2yu027p/","contentTranslated":true,"sourceHash":"4b945d0780c32491","translatedAt":"2026-07-22T19:44:51.907Z"},"es":{"title":"La demanda de memoria de IA impacta el mercado de teléfonos inteligentes en India, las entregas registran la mayor caída en seis años","summary":"El mercado de teléfonos inteligentes en India vio una caída interanual del 10% en los envíos durante abril-junio, la mayor caída del trimestre de junio en seis años. Fabricantes como Samsung, SK Hynix y Micron dirigieron su capacidad de producción hacia memorias de alto ancho de banda para centros de datos de IA más rentables, lo que provocó un aumento en los costos de RAM y almacenamiento de los teléfonos, impulsando al alza los precios de los dispositivos finales. Aproximadamente el 60% del mercado indio se concentra en segmentos de precio por debajo de 20,000 rupias (aproximadamente 210 dólares), lo que ha obligado a los consumidores a extender el ciclo de reemplazo de dispositivos a alrededor de cuatro años, y los envíos de modelos de gama baja cayeron un 45% interanual.","category":"Industria","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"La demanda de memoria de IA impacta el mercado de teléfonos inteligentes en India, las entregas registran la mayor caída en seis años - Aioga Noticias de IA","description":"El mercado de teléfonos inteligentes en India vio una caída interanual del 10% en los envíos durante abril-junio, la mayor caída del trimestre de junio en seis años. Fabricantes co...","url":"https://www.aioga.com/es/news/cmrpdlxar00t0bisri2yu027p/","contentTranslated":true,"sourceHash":"4b945d0780c32491","translatedAt":"2026-07-22T19:44:49.396Z"},"fr":{"title":"Les besoins en mémoire de l'IA frappent le marché des smartphones en Inde, les expéditions enregistrant la plus forte baisse en six ans","summary":"Le marché des smartphones en Inde a connu une baisse des expéditions de 10 % en glissement annuel pour la période d'avril à juin, enregistrant la plus forte baisse du deuxième trimestre depuis six ans. Des fabricants tels que Samsung, SK Hynix et Micron ont réorienté leur capacité de production vers des mémoires à large bande passante pour les centres de données IA, plus rentables, ce qui a entraîné une hausse des coûts de RAM et de stockage des téléphones, poussant ainsi les prix finaux à la hausse. Environ 60 % du marché indien se concentre sur la tranche de prix inférieure à 20 000 roupies (environ 210 dollars), et les consommateurs sont contraints de prolonger le cycle de renouvellement à environ quatre ans, tandis que les expéditions de modèles bas de gamme ont chuté de 45 % en glissement annuel.","category":"Industrie","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Les besoins en mémoire de l'IA frappent le marché des smartphones en Inde, les expéditions enregistrant la plus forte baisse en six ans - Aioga Actualités IA","description":"Le marché des smartphones en Inde a connu une baisse des expéditions de 10 % en glissement annuel pour la période d'avril à juin, enregistrant la plus forte baisse du deuxième trim...","url":"https://www.aioga.com/fr/news/cmrpdlxar00t0bisri2yu027p/","contentTranslated":true,"sourceHash":"4b945d0780c32491","translatedAt":"2026-07-22T19:45:40.678Z"},"de":{"title":"Die Nachfrage nach KI-Speicher trifft den indischen Smartphone-Markt, die Auslieferungen verzeichnen den größten Rückgang seit sechs Jahren","summary":"Der indische Smartphone-Markt verzeichnete von April bis Juni einen Rückgang der Auslieferungen um 10 % im Jahresvergleich, was den größten Rückgang im Juni-Quartal seit sechs Jahren darstellt. Hersteller wie Samsung, SK Hynix und Micron haben ihre Produktionskapazitäten auf profitablere AI-Datenzentren mit High-Bandwidth-Speicher umgestellt, was zu steigenden Kosten für Handy-RAM und Speicher führte und die Endverbraucherpreise nach oben trieb. Etwa 60 % des indischen Marktes konzentrieren sich auf den Preissegment unter 20.000 Rupien (ca. 210 US-Dollar), wodurch die Verbraucher gezwungen sind, den Geräteaustauschzyklus auf etwa vier Jahre zu verlängern; die Auslieferungen von Einsteigergeräten sind im Jahresvergleich um 45 % eingebrochen.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Die Nachfrage nach KI-Speicher trifft den indischen Smartphone-Markt, die Auslieferungen verzeichnen den größten Rückgang seit sechs Jahren - Aioga KI-News","description":"Der indische Smartphone-Markt verzeichnete von April bis Juni einen Rückgang der Auslieferungen um 10 % im Jahresvergleich, was den größten Rückgang im Juni-Quartal seit sechs Jahr...","url":"https://www.aioga.com/de/news/cmrpdlxar00t0bisri2yu027p/","contentTranslated":true,"sourceHash":"4b945d0780c32491","translatedAt":"2026-07-22T19:45:49.192Z"},"pt-BR":{"title":"A demanda de memória de IA impacta o mercado de smartphones da Índia, volume de envios registra a maior queda em seis anos","summary":"O mercado de smartphones da Índia registrou uma queda de 10% nas remessas de abril a junho em comparação com o ano anterior, representando a maior queda de um trimestre de junho nos últimos seis anos. Fabricantes como Samsung, SK Hynix e Micron redirecionaram a capacidade de produção para memórias de alta largura de banda para centros de dados de IA, mais lucrativas, resultando no aumento dos custos de RAM e armazenamento para celulares e impulsionando a alta dos preços finais. Cerca de 60% do mercado indiano está concentrado na faixa de preço abaixo de 20.000 rúpias (aproximadamente 210 dólares), obrigando os consumidores a prolongar o ciclo de troca de dispositivos para cerca de quatro anos, com uma queda de 45% nas remessas de modelos de entrada em comparação com o ano anterior.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"A demanda de memória de IA impacta o mercado de smartphones da Índia, volume de envios registra a maior queda em seis anos - Aioga Notícias de IA","description":"O mercado de smartphones da Índia registrou uma queda de 10% nas remessas de abril a junho em comparação com o ano anterior, representando a maior queda de um trimestre de junho no...","url":"https://www.aioga.com/pt-BR/news/cmrpdlxar00t0bisri2yu027p/","contentTranslated":true,"sourceHash":"4b945d0780c32491","translatedAt":"2026-07-22T19:46:38.294Z"},"ru":{"title":"Потребности в памяти для ИИ бьют по индийскому рынку смартфонов, объем поставок показал самое большое снижение за шесть лет","summary":"Рынок смартфонов Индии в период с апреля по июнь сократился на 10% по сравнению с аналогичным периодом прошлого года, что стало крупнейшим квартальным снижением за последние шесть лет в июне. Производители, такие как Samsung, SK Hynix и Micron, перевели мощности на более прибыльную высокоскоростную память для AI-центров обработки данных, что привело к росту стоимости ОЗУ и памяти для смартфонов, стимулируя повышение цен на конечные устройства. Около 60% индийского рынка сосредоточено в сегменте до 20 000 рупий (около 210 долларов США), что вынуждает потребителей продлевать цикл обновления устройств до примерно четырех лет, а продажи недорогих моделей упали на 45% в годовом выражении.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Потребности в памяти для ИИ бьют по индийскому рынку смартфонов, объем поставок показал самое большое снижение за шесть лет - Aioga Новости ИИ","description":"Рынок смартфонов Индии в период с апреля по июнь сократился на 10% по сравнению с аналогичным периодом прошлого года, что стало крупнейшим квартальным снижением за последние шесть...","url":"https://www.aioga.com/ru/news/cmrpdlxar00t0bisri2yu027p/","contentTranslated":true,"sourceHash":"4b945d0780c32491","translatedAt":"2026-07-22T19:46:40.708Z"},"ar":{"title":"متطلبات ذاكرة الذكاء الاصطناعي تؤثر على سوق الهواتف الذكية في الهند، والشحنات تشهد أكبر انخفاض خلال ست سنوات","summary":"سوق الهواتف الذكية في الهند شهد انخفاض شحنات الفترة من أبريل إلى يونيو بنسبة 10٪ على أساس سنوي، وهو أكبر انخفاض ربع سنوي لشهر يونيو خلال ست سنوات. قامت شركات مثل سامسونج وSK Hynix وMicron بتحويل طاقتها الإنتاجية إلى ذاكرة عالية النطاق لأحدث مراكز البيانات الخاصة بالذكاء الاصطناعي التي تحقق أرباحًا أعلى، مما أدى إلى ارتفاع تكلفة ذاكرة الهواتف والتخزين، ودفع أسعار الأجهزة النهائية للارتفاع. حوالي 60٪ من السوق الهندي يتركز في الفئة السعرية أقل من 20 ألف روبية (حوالي 210 دولارات أمريكية)، مما اضطر المستهلكين إلى تمديد دورة استبدال هواتفهم لتصل إلى حوالي أربع سنوات، وانخفضت شحنات الهواتف منخفضة التكلفة بنسبة 45٪ على أساس سنوي.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"متطلبات ذاكرة الذكاء الاصطناعي تؤثر على سوق الهواتف الذكية في الهند، والشحنات تشهد أكبر انخفاض خلال ست سنوات - Aioga أخبار الذكاء الاصطناعي","description":"سوق الهواتف الذكية في الهند شهد انخفاض شحنات الفترة من أبريل إلى يونيو بنسبة 10٪ على أساس سنوي، وهو أكبر انخفاض ربع سنوي لشهر يونيو خلال ست سنوات. قامت شركات مثل سامسونج وSK Hynix...","url":"https://www.aioga.com/ar/news/cmrpdlxar00t0bisri2yu027p/","contentTranslated":true,"sourceHash":"4b945d0780c32491","translatedAt":"2026-07-22T19:47:35.431Z"},"hi":{"title":"एआई मेमोरी की मांग ने भारत के स्मार्टफोन बाजार को प्रभावित किया, शिपमेंट में छह साल की सबसे बड़ी गिरावट दर्ज की","summary":"भारत के स्मार्टफोन बाजार में अप्रैल-जून की तिमाही में शिपमेंट में पिछले साल की तुलना में 10% की गिरावट आई, जो पिछले छह वर्षों की सबसे बड़ी जून तिमाही की गिरावट है। सैमसंग, SK हाइलिक्स और माइक्रॉन जैसे निर्माता अपनी उत्पादन क्षमता को अधिक लाभदायक AI डेटा सेंटर उच्च बैंडविड्थ मेमोरी की ओर मोड़ रहे हैं, जिससे फोन की रैम और स्टोरेज की लागत बढ़ रही है और अंतिम उपभोक्ता कीमतों में वृद्धि हो रही है। भारत के बाजार का लगभग 60% हिस्सा 20,000 रुपये (लगभग 210 अमेरिकी डॉलर) से कम कीमत वाले सेगमेंट में केंद्रित है, जिससे उपभोक्ताओं को अपने फोन बदलने की अवधि लगभग चार साल तक बढ़ानी पड़ रही है, और कम कीमत वाले मॉडलों की शिपमेंट में पिछले साल की तुलना में 45% की भारी गिरावट आई है।","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"एआई मेमोरी की मांग ने भारत के स्मार्टफोन बाजार को प्रभावित किया, शिपमेंट में छह साल की सबसे बड़ी गिरावट दर्ज की - Aioga AI समाचार","description":"भारत के स्मार्टफोन बाजार में अप्रैल-जून की तिमाही में शिपमेंट में पिछले साल की तुलना में 10% की गिरावट आई, जो पिछले छह वर्षों की सबसे बड़ी जून तिमाही की गिरावट है। सैमसंग, SK हाइलि...","url":"https://www.aioga.com/hi/news/cmrpdlxar00t0bisri2yu027p/","contentTranslated":true,"sourceHash":"4b945d0780c32491","translatedAt":"2026-07-22T19:47:38.057Z"},"it":{"title":"La domanda di memoria per l'IA colpisce il mercato degli smartphone in India, le spedizioni registrano il calo più grande degli ultimi sei anni","summary":"Il mercato degli smartphone in India ha registrato, tra aprile e giugno, una diminuzione delle spedizioni del 10% su base annua, segnando il calo più grande per un trimestre di giugno negli ultimi sei anni. Produttori come Samsung, SK Hynix e Micron hanno spostato la loro capacità produttiva verso memorie ad alta larghezza di banda per centri dati AI più redditizi, causando un aumento dei costi di RAM e storage per gli smartphone e spingendo al rialzo i prezzi dei dispositivi finali. Circa il 60% del mercato indiano è concentrato nella fascia di prezzo inferiore ai 20.000 rupie (circa 210 dollari), inducendo i consumatori a prolungare il ciclo di sostituzione dei telefoni fino a circa quattro anni, con le spedizioni di modelli economici in calo del 45% su base annua.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"La domanda di memoria per l'IA colpisce il mercato degli smartphone in India, le spedizioni registrano il calo più grande degli ultimi sei anni - Aioga Notizie IA","description":"Il mercato degli smartphone in India ha registrato, tra aprile e giugno, una diminuzione delle spedizioni del 10% su base annua, segnando il calo più grande per un trimestre di giu...","url":"https://www.aioga.com/it/news/cmrpdlxar00t0bisri2yu027p/","contentTranslated":true,"sourceHash":"4b945d0780c32491","translatedAt":"2026-07-22T19:48:30.344Z"},"nl":{"title":"AI-geheugenvereisten treffen de Indiase smartphonemarkt, verzendingen dalen met de grootste marge in zes jaar","summary":"De verscheepte aantallen smartphones op de Indiase markt daalden van april tot juni met 10% ten opzichte van dezelfde periode vorig jaar, wat de grootste daling in een juni-kwartaal in zes jaar is. Fabrikanten zoals Samsung, SK Hynix en Micron hebben hun capaciteit verlegd naar rendabelere AI-datacenters met hoogbandgeheugen, wat heeft geleid tot hogere kosten voor telefoon-RAM en opslag, en de prijzen voor eindgebruikers heeft opgedreven. Ongeveer 60% van de Indiase markt concentreert zich op prijsklassen onder de 20.000 roepies (ongeveer 210 dollar), waardoor consumenten hun vervangingscyclus hebben moeten verlengen tot ongeveer vier jaar, en de verscheepte aantallen van instapmodellen daalden jaar-op-jaar met 45%.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"AI-geheugenvereisten treffen de Indiase smartphonemarkt, verzendingen dalen met de grootste marge in zes jaar - Aioga AI-nieuws","description":"De verscheepte aantallen smartphones op de Indiase markt daalden van april tot juni met 10% ten opzichte van dezelfde periode vorig jaar, wat de grootste daling in een juni-kwartaa...","url":"https://www.aioga.com/nl/news/cmrpdlxar00t0bisri2yu027p/","contentTranslated":true,"sourceHash":"4b945d0780c32491","translatedAt":"2026-07-22T19:48:27.720Z"},"tr":{"title":"Yapay zeka bellek talebi, Hindistan akıllı telefon pazarını etkiledi, sevkiyatlar altı yılın en büyük düşüşünü kaydetti","summary":"Hindistan akıllı telefon pazarı, Nisan-Haziran döneminde yıllık bazda %10 düşüş göstererek son altı yılın en büyük haziran çeyrek düşüşünü yaşadı. Samsung, SK Hynix ve Micron gibi üreticiler, üretim kapasitelerini daha yüksek kar sağlayan AI veri merkezi yüksek bant genişlikli belleklere kaydırdı ve bu durum telefon RAM ve depolama maliyetlerini artırarak son kullanıcı fiyatlarının yükselmesine neden oldu. Hindistan pazarının yaklaşık %60'ı 20.000 rupi (yaklaşık 210 dolar) altı fiyat segmentine odaklı ve tüketiciler, cihaz değiştirme döngüsünü yaklaşık dört yıla uzatmak zorunda kaldılar; düşük fiyatlı modellerin sevkiyatı yıllık bazda %45 düştü.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Yapay zeka bellek talebi, Hindistan akıllı telefon pazarını etkiledi, sevkiyatlar altı yılın en büyük düşüşünü kaydetti - Aioga AI Haberleri","description":"Hindistan akıllı telefon pazarı, Nisan-Haziran döneminde yıllık bazda %10 düşüş göstererek son altı yılın en büyük haziran çeyrek düşüşünü yaşadı. Samsung, SK Hynix ve Micron gibi...","url":"https://www.aioga.com/tr/news/cmrpdlxar00t0bisri2yu027p/","contentTranslated":true,"sourceHash":"4b945d0780c32491","translatedAt":"2026-07-22T19:49:18.431Z"},"vi":{"title":"Nhu cầu bộ nhớ AI tác động đến thị trường điện thoại thông minh Ấn Độ, sản lượng xuất xưởng ghi nhận mức giảm lớn nhất trong sáu năm","summary":"Thị trường điện thoại thông minh Ấn Độ trong giai đoạn từ tháng 4 đến tháng 6 giảm 10% so với cùng kỳ năm trước, là mức giảm theo quý tháng 6 lớn nhất trong sáu năm qua. Các nhà sản xuất như Samsung, SK Hynix và Micron đã chuyển sản xuất sang bộ nhớ băng thông cao cho trung tâm dữ liệu AI có lợi nhuận cao hơn, dẫn đến chi phí RAM và lưu trữ điện thoại tăng, đẩy giá thiết bị đầu cuối tăng. Khoảng 60% thị trường Ấn Độ tập trung ở mức giá dưới 20.000 rupee (khoảng 210 USD), khiến người tiêu dùng buộc phải kéo dài chu kỳ thay máy khoảng bốn năm, trong khi lượng xuất xưởng của các mẫu điện thoại giá rẻ giảm mạnh 45% so với cùng kỳ.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Nhu cầu bộ nhớ AI tác động đến thị trường điện thoại thông minh Ấn Độ, sản lượng xuất xưởng ghi nhận mức giảm lớn nhất trong sáu năm - Tin tức AI Aioga","description":"Thị trường điện thoại thông minh Ấn Độ trong giai đoạn từ tháng 4 đến tháng 6 giảm 10% so với cùng kỳ năm trước, là mức giảm theo quý tháng 6 lớn nhất trong sáu năm qua. Các nhà sả...","url":"https://www.aioga.com/vi/news/cmrpdlxar00t0bisri2yu027p/","contentTranslated":true,"sourceHash":"4b945d0780c32491","translatedAt":"2026-07-22T19:49:28.519Z"},"id":{"title":"Permintaan memori AI mengguncang pasar ponsel pintar India, pengiriman mencatat penurunan terbesar dalam enam tahun","summary":"Pasar smartphone India mengalami penurunan pengiriman sebesar 10% pada April-Juni dibandingkan tahun sebelumnya, merupakan penurunan kuartal Juni terbesar dalam enam tahun. Produsen seperti Samsung, SK Hynix, dan Micron mengalihkan kapasitas produksi ke memori bandwidth tinggi untuk pusat data AI yang lebih menguntungkan, yang menyebabkan biaya RAM dan penyimpanan ponsel meningkat, mendorong harga akhir naik. Sekitar 60% pasar India terkonsentrasi di segmen harga di bawah 20.000 Rupee (sekitar 210 USD), membuat konsumen terpaksa memperpanjang siklus penggantian ponsel hingga sekitar empat tahun, dan pengiriman model kelas bawah anjlok 45% dibandingkan tahun sebelumnya.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Permintaan memori AI mengguncang pasar ponsel pintar India, pengiriman mencatat penurunan terbesar dalam enam tahun - Berita AI Aioga","description":"Pasar smartphone India mengalami penurunan pengiriman sebesar 10% pada April-Juni dibandingkan tahun sebelumnya, merupakan penurunan kuartal Juni terbesar dalam enam tahun. Produse...","url":"https://www.aioga.com/id/news/cmrpdlxar00t0bisri2yu027p/","contentTranslated":true,"sourceHash":"4b945d0780c32491","translatedAt":"2026-07-22T19:50:09.760Z"},"th":{"title":"ความต้องการหน่วยความจำ AI ส่งผลกระทบต่อตลาดสมาร์ทโฟนในอินเดีย ปริมาณการจัดส่งลดลงมากที่สุดในรอบหกปี","summary":"ตลาดสมาร์ทโฟนของอินเดีย ปริมาณการจัดส่งในเดือนเมษายน-มิถุนายนลดลง 10% เมื่อเทียบกับปีก่อน เป็นการลดลงสูงสุดในไตรมาสมิถุนายนในรอบหกปี ผู้ผลิตอย่างซัมซุง, SK Hynix และ Micron ได้ปรับกำลังการผลิตไปยังหน่วยความจำแบนด์วิดท์สูงสำหรับศูนย์ข้อมูล AI ที่มีกำไรมากกว่า ส่งผลให้ต้นทุน RAM และหน่วยความจำของสมาร์ทโฟนเพิ่มขึ้น และผลักดันให้ราคาปลีกสูงขึ้น ประมาณ 60% ของตลาดอินเดียอยู่ในช่วงราคาต่ำกว่า 20,000 รูปี (ประมาณ 210 ดอลลาร์สหรัฐ) ผู้บริโภคจึงถูกบังคับให้ยืดอายุการเปลี่ยนเครื่องออกไปประมาณสี่ปี ส่งผลให้ปริมาณการจัดส่งของรุ่นราคาต่ำลดลง 45% เมื่อเทียบกับปีที่แล้ว","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"ความต้องการหน่วยความจำ AI ส่งผลกระทบต่อตลาดสมาร์ทโฟนในอินเดีย ปริมาณการจัดส่งลดลงมากที่สุดในรอบหกปี - ข่าว AI Aioga","description":"ตลาดสมาร์ทโฟนของอินเดีย ปริมาณการจัดส่งในเดือนเมษายน-มิถุนายนลดลง 10% เมื่อเทียบกับปีก่อน เป็นการลดลงสูงสุดในไตรมาสมิถุนายนในรอบหกปี ผู้ผลิตอย่างซัมซุง, SK Hynix และ Micron ได้ปรับ...","url":"https://www.aioga.com/th/news/cmrpdlxar00t0bisri2yu027p/","contentTranslated":true,"sourceHash":"4b945d0780c32491","translatedAt":"2026-07-22T19:50:23.641Z"},"pl":{"title":"Wymagania pamięci AI uderzają w indyjski rynek smartfonów, a wolumen dostaw notuje największy spadek od sześciu lat","summary":"W Indiach rynek smartfonów odnotował spadek wysyłek o 10% w okresie od kwietnia do czerwca w porównaniu z tym samym okresem roku poprzedniego, co stanowi największy spadek w czerwcu od sześciu lat. Producenci tacy jak Samsung, SK Hynix i Micron przenieśli moce produkcyjne na bardziej dochodową pamięć o wysokiej przepustowości do centrów danych AI, co spowodowało wzrost kosztów pamięci RAM i pamięci masowej w telefonach, napędzając wzrost cen dla końcowych użytkowników. Około 60% rynku indyjskiego koncentruje się w przedziale cenowym poniżej 20 000 rupii (około 210 USD), co zmusiło konsumentów do przedłużenia cyklu wymiany telefonu do około czterech lat, a wysyłki modeli niskobudżetowych spadły o 45% w porównaniu z rokiem poprzednim.","category":"行业动态","source":"TechCrunch：AI（RSS）","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Wymagania pamięci AI uderzają w indyjski rynek smartfonów, a wolumen dostaw notuje największy spadek od sześciu lat - Aioga Wiadomości AI","description":"W Indiach rynek smartfonów odnotował spadek wysyłek o 10% w okresie od kwietnia do czerwca w porównaniu z tym samym okresem roku poprzedniego, co stanowi największy spadek w czerwc...","url":"https://www.aioga.com/pl/news/cmrpdlxar00t0bisri2yu027p/","contentTranslated":true,"sourceHash":"4b945d0780c32491","translatedAt":"2026-07-22T19:51:13.418Z"}}}}