Understanding the Market | The entire mobile phone industry chain is recovering, with reports that Xiaomi has raised its mobile phone shipment target to 110 million units due to the expected reversal of the storage price surge
The entire mobile phone industry chain is recovering, with stocks like Lens and SUNNY OPTICAL rising. It is reported that Xiaomi will raise its smartphone shipment target for 2026 to 110 million units, mainly due to expectations of a reversal in the storage market and an increase in low-end models. In addition, the 2026 World Artificial Intelligence Conference shows that edge AI terminals are in high demand, and experts predict that 2026 will be a turning point for the large-scale implementation of edge AI, with a hardware upgrade cycle expected to begin
According to the Zhitong Finance APP, the entire mobile phone industry chain is recovering. As of the time of writing, Lens (06613) is up 5.55%, trading at HKD 22.46; SUNNY OPTICAL (02382) is up 5.02%, trading at HKD 57.55; QiuTai Technology (01478) is up 3.27%, trading at HKD 6.95; and GaoWei Electronics (01415) is up 3.16%, trading at HKD 22.18.
In terms of news, according to media reports cited by Sina Finance, supply chain sources indicate that Xiaomi has raised its full-year smartphone shipment target for 2026 from approximately 90 million units to 110 million units, an increase of about 16%, with the additional volume mainly coming from low-end models. As of the time of writing, Xiaomi has not yet responded officially to this matter. Reports suggest that a person close to Xiaomi stated that this adjustment in shipment targets reflects the company's internal belief that the current storage market is expected to reverse.
It is noteworthy that during the 2026 World Artificial Intelligence Conference, the exhibition area for AI smartphones, AI glasses, and other edge intelligent terminals was bustling with activity. The Honor Robot Phone, Jietiao Xingchen Intelligent Body Phone, and ZTE Nubia's second-generation Doubao Phone were showcased together, with system-level agents, cross-application execution, and edge-cloud collaboration becoming hot topics of discussion. Experts attending the conference indicated that 2026 is a pivotal year for edge AI to transition from concept validation to large-scale implementation, with smartphones, PCs, glasses, and other terminals gradually becoming important entry points for AI services, and a hardware upgrade cycle is expected to commence accordingly
