In February, when Valve acknowledged the ongoing memory and storage shortage had delayed the launch of its hardware and could lead to higher prices, the company was still committing to a (fairly wide) window of when its hardware would ship:
https://github.com/OnePlusOSS/android_kernel_modules_and_devicetree_oneplus_sm8550/tree/oneplus/sm8550_b_16.0.0_ace_2_pro/
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2026年的涨价潮，表面是存储周期，实则是AI算力革命对传统消费电子产业的第一次“成本清算”。当所有终端都想跑大模型时，硬件的物理瓶颈和成本瓶颈暴露无遗。手机行业过去十年“性能翻倍、价格不变”的黄金时代，或许真的结束了。对于行业而言，这既是危机，也是重新定义价值、优化产品结构的契机。