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Headlines · 10
- Global smartphone shipments fall 20% as memory costs rise
Omdia reported that global smartphone shipments fell 20% year over year to 254.7 million units in Q3 2026, the lowest third-quarter volume since 2013. Rising DRAM and NAND prices are pressuring manufacturers and distributors, while Omdia also links weaker consumer demand and tighter shipment controls to the contraction.
cnBeta · 🔥 4 - DeepSeek reportedly raises 105.5 billion yuan in second funding round
开源中国, citing The Information, reported that DeepSeek raised 105.5 billion yuan, about US$15.8 billion, in a second funding round involving nearly 30 investors. 钛媒体 cited foreign media and people familiar with the matter, saying the round valued DeepSeek at 615.5 billion yuan and included state, venture-capital and technology investors such as Tencent, CATL, ChangXin Memory and SMIC. The reported investor composition and individual funding amounts have not been confirmed by primary financial documents.
开源中国 · 🔥 7 - vivo Y600 Goes on Sale With 10,000mAh Battery and AI Features
vivo began selling the Y600 on October 30 in 6GB and 8GB RAM configurations with 128GB or 256GB storage. Retail prices range from RMB 1,999 to RMB 2,499, while national-subsidy prices start at RMB 1,699. The phone has a nominal 10,000mAh battery, a 6.83-inch 1.5K 120Hz display, MediaTek Dimensity 7300e processor, NFC and infrared remote control. Its AI family tutor supports on-screen question identification, Q&A, homework correction and poetry interpretation, while the AI anti-fraud feature is aimed at helping older users identify scam scripts. vivo also states that the battery can operate from about -35°C to 50°C and that the phone has passed seven military-standard environmental tests; the supplied report did not independently test these claims.
IT之家 AI · 🔥 3 - Apple’s China smartphone decline meets a Chinese AI feature gap
Rest of World reports that Apple fell from China’s top smartphone seller in 2024 to Vivo and Huawei, with annual shipments down 17%. Apple Intelligence is unavailable on mainland China iPhone 16 models pending regulatory approval, while Huawei and other Chinese brands have introduced AI features using DeepSeek technology. Buyers and IDC analyst Francisco Jeronimo cited distinct devices, battery life and AI capabilities as reasons for favoring Chinese brands, while proposed US tariffs and their potential iPhone price effects remain uncertain.
Rest of World · 🔥 0 - Vivo V80 adds cloud-based AI photo editing
The Vivo V80 is priced at ₹62,999 in India and includes a 6.59-inch 144Hz OLED display, Snapdragon 7 Gen 4 processor, 7200mAh battery and Sony camera sensors. Its AI Creation mode uses cloud processing to add depth, lighting and color effects or automatically remove people from photos. Processing takes about one minute per photo and requires connectivity. The reviewer found many results convincing, but criticized Vivo for not using SynthID or another standardized method to identify AI-edited images. The assessment comes from a single reviewer, and the report does not give a precise release date for every region.
9to5Google · 🔥 0 - Report: Chinese phone makers weigh recycled DRAM as AI memory crunch bites
Counterpoint Research analysis cited by South Korea's Chosun Biz, relayed by cnBeta, says some Chinese smartphone makers are considering reusing DRAM desoldered from old phones and computers in new handsets, and are even evaluating all-recycled memory in some entry-level models; no brands were named and the manufacturers have not publicly confirmed the plans. TechNews, citing anonymous industry sources, said some Chinese brands may buy salvaged memory from Shenzhen Huaqiangbei merchants, possibly sourced from old iPhones, while TrendForce said such claims are unconfirmed by Chinese regulators or phone companies and that recycled chips are more likely destined for very low-priced unbranded phones than flagship supply chains. Counterpoint said DRAM already in use for five to six years is being recycled and some chips may serve another five to six years; TrendForce estimated that for a typical 8GB DRAM plus 256GB storage configuration, memory contract prices in the first quarter of 2026 rose nearly 200% year on year, with memory's share of phone bill-of-materials rising from about 10-15% to 30-40%.
cnBeta · 🔥 0 - Memory crunch: some Chinese phone brands reportedly buy salvaged chips via Huaqiangbei
TechNews reported, citing an unnamed person familiar with the matter, that some Chinese smartphone brands have been buying memory chips dismantled from old phones through Huaqiangbei vendors in Shenzhen, possibly including parts taken from older iPhones. The report says memory procurement costs have risen sharply, with some chips up by as much as 500 yuan each, and that a rumored Shenzhen subsidy of about 300 yuan per phone still leaves makers absorbing roughly 200 yuan; those figures and the identities of the brands have not been confirmed by Chinese authorities or the companies. TrendForce data cited in the piece says AI server demand is squeezing memory capacity, with 8GB DRAM plus 256GB NAND contract prices in the first quarter of 2026 up nearly 200% year on year and memory's share of smartphone material costs rising from about 10–15% to 30–40%, while it expects 2026 global smartphone production to fall about 10% to 1.135 billion units.
科技新报 · 🔥 0 - IDC reports 22% global smartphone shipment decline amid rising memory costs
IDC reported that global smartphone shipments fell 22% year over year in Q3 2026, while Counterpoint and Omdia estimated declines of about 20%. IDC attributed part of the pressure to AI-related demand raising storage-chip prices, which squeezed vendor margins and led some manufacturers to raise prices, reduce specifications or discontinue entry-level models. TMTPost noted that channel shipments are not the same as consumer purchases, citing Counterpoint data that Chinese smartphone sell-through fell 13% during the four-week 618 shopping period.
钛媒体 · 🔥 4 - Five Chinese flagship launches in 11 days put on-device AI at the center
A roundup republished by Cyzone (originally from Lansha Finance) describes how vivo's X500 series, OPPO's Find X10 series, Xiaomi's 18 Pro series, Honor's Magic9 series and Huawei's Mate 90 series all launched within 11 days, from Sept 21 to Oct 1, earlier than in past years. The piece argues the competition has shifted from pixel and chip specs toward imaging, on-device AI and long-term system experience: Xiaomi 18 Pro adds a dedicated AI button and AI auto-editing, vivo and OPPO embed AI in OriginOS 7 and ColorOS 17, Huawei folds AI into HarmonyOS, and Honor turns YOYO into a system-level agent while announcing a MobileAI plan with China Mobile that bundles AI token allowances with telecom plans. It cites Counterpoint Research projecting generative-AI phones at 45% of 2026 global shipments, while noting AI is not yet a strong enough reason for users to upgrade, and notes 7,000mAh-plus batteries, 200MP cameras and 8K/Log video as shared trends. Sales and ranking figures (such as Honor's claim of 208% first-hour growth and leading Android flagships during the holiday) come from the vendors, while pricing and DRAM data are attributed to IDC and TrendForce.
创业邦 科技 · 🔥 0 - Smartphone launch wave: higher prices, on-device AI agents, foldables going mainstream
An industry analysis by Qingcheng Caijing describes a dense run of flagship launches around September 2026 from Huawei, Xiaomi, Apple, vivo, OPPO, Honor and Nubia, with Chinese flagship starting prices rising and foldables reaching the 10,000-yuan bracket. It attributes the price hikes to AI compute consumption of HBM crowding out LPDDR supply for phones, and says vendors are moving from decorative AI features toward system-level agents such as Honor's YOYO Harness, vivo's device-cloud agent matrix, and Nubia's NaviX Ultra with the Doubao phone assistant. The author argues foldables are the only hardware innovation currently supporting premium pricing, with value shifting to large-screen AI multitasking and ecosystem coordination rather than the fold itself.
虎嗅 AI · 🔥 0
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