与AI服务器“抢食”内存产能的同时，手机自身对内存的需求也在急剧膨胀。CounterPoint Research发布报告称，2025年12月全球智能手机平均内存（DRAM）为8.4GB，创历史新高。在高端手机市场（售价超600美元），平均内存容量更是达到了约11GB。为了满足高强度多任务处理和端侧大语言模型（LLM）的本地运行需求，12GB内存正在迅速成为高端智能手机的基础标准配置。
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“It is certainly not good for investment,” Smeaton tells me, with the wry understatement common to Scots. “Or for the U.S. consumer. They are paying higher prices.” MorphCostume’s outfits now cost 9% more, after Smeaton’s business was hit by a $3 million duty bill.
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