Foreign media: Chinese smartphone manufacturers Xiaomi and Transsion have significantly reduced their 2026 shipment targets due to a global shortage of storage chips. Xiaomi has adjusted its shipment forecast from 180 million units set in the previous quarter down by 10 million to 70 million units; Transsion has cut its target from 115 million units down by 30 million to 45 million units.
According to sources, the adjustments depend on market conditions, and these two companies have been hit hardest by rising storage costs. The global storage chip market is experiencing a "super cycle," with the three major suppliers Samsung Electronics, SK Hynix, and Micron redirecting capacity toward AI applications, leading to supply tightness for consumer products.
Original article: toutiao.com/article/1854918515577863/
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