MasterChef crisis: Wallace and Torode were 'never friends'
高盛分析师团队的核心逻辑是：内存芯片成本大幅上涨导致智能手机BOM成本显著垫高，对于价格敏感的入门级市场，这几乎是毁灭性打击。在新兴市场，消费者对价格极为敏感。一旦售价低于200美元的入门机型因成本压力而涨价，需求往往会迅速消失。高盛预测，2025至2027年间，全球入门级手机销量将以年复合增长率-4%持续萎缩，其市占率将从2024年的44%下滑至2027年的40%。
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2. You want the superior smartphone display, in multiple ways I've tested almost every major phone release in the past year, including a big-screen foldable, and the Galaxy S26 Ultra has the best display I've seen. It's a 6.8-inch AMOLED LTPO panel that refreshes between 1Hz and 120Hz and gets plenty bright during the daytime. By the way, those specs are nearly identical to the Pixel 10 Pro XL. What sets the Samsung Galaxy S26 Ultra apart is its glare-free coating, which significantly reduces light reflections, and its new Privacy Display.