Overview
- Several major Chinese brands raised retail prices on in‑market phone models this week, with Huawei posting the largest single increases and Xiaomi and Honor also adjusting multiple models.
- Xiaomi has applied repeated increases across several models, so some handsets have seen cumulative price jumps of about 1,000 yuan after an August rise and the most recent round.
- Market data show the cost pressure is real: Counterpoint reported smartphone memory jumped more than 80% quarter‑on‑quarter in Q2, TrendForce expects further memory gains in Q3, and IDC notes rising inventories at some vendors that signal heavy stocking.
- Xiaomi confirmed a September 7 product event that the company says will debut the Xiaomi 18 Fold and its self‑developed Xuanjie O3 SoC, and independent IMEI and GeekBench listings point to a high‑end foldable using that chip; Xiaomi’s published benchmark and feature claims are company statements.
- The packed September flagship calendar and reports that Huawei may accelerate its Mate 90 timing add competitive uncertainty, which industry watchers say could keep both new flagship prices and prices on existing models elevated for consumers.