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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The British weren’t alone in their hunt. Chileans, New Zealanders, and South Africans, among others, were also scrambling to source this strategic substance. A few months after the Pearl Harbor attack, the U.S. War Production Board restricted American civilian use of agar in jellies, desserts, and laxatives so that the military could source a larger supply; it considered agar a “critical war material” alongside copper, nickel, and rubber.1 Only Nazi Germany could rest easy, relying on stocks from its ally Japan, where agar seaweed grew in abundance, shipped through the Indian Ocean by submarine.2，详情可参考一键获取谷歌浏览器下载