移动通信网 程然
在多哈举行的 MWC26 大会开幕式上,GSMA 总干事 Vivek Badrinath 与 ITU 秘书长 Doreen Bogdan-Martin 就全球数字包容问题展开对谈。本次大会与国际电联 2026 年全权代表大会同期举办,两位掌门人不约而同地将矛头指向了智能手机可负担性危机——尤其是 AI 热潮推高存储芯片价格后,业界长期追求的 50 美元以下智能手机目标正变得遥不可及。Badrinath 直言,就这一长期行业目标而言,“今年表现很糟糕”。
AI 需求推高内存成本,廉价手机梦碎
Badrinath 在会上透露,业界曾一度“看到 50 美元手机落地的曙光”,但不断攀升的内存成本让这一前景“化为泡影”。他给出的数据颇为扎眼:受 AI 需求拉动,RAM 价格直接翻倍,过去一年又在此基础上叠加了约 40% 的涨幅。AI 服务器对 HBM 及常规 DRAM 的海量吞噬,正在将下游入门级手机的物料成本推向失控边缘,这与全球推动数字包容的议程形成了尖锐矛盾。
除了寄望于供应链周期回落,Badrinath 提出了几条替代路径:降低入门级智能手机的税收负担、强化设备循环利用让更多二手手机回流市场,以及通过金融工具和分期方案帮助低收入群体获得第一部智能手机。这些举措共同指向一个现实——在硬件成本短期难以回落的窗口期内,政策与商业模式创新必须补位。
【关键数据】
- 廉价手机目标价格: 50 美元以下
- RAM 价格涨幅: 因 AI 需求翻倍,过去一年再涨 40%
- 在线骚扰调查: 31 国调查显示超 60% 女孩曾遭网络骚扰
- 使用鸿沟人群: 有信号覆盖但未使用移动服务的人群仍待转化
使用鸿沟之外:安全与信任成新门槛
Bogdan-Martin 强调,各方需要“作为一个生态系统”在包容议题上协同发力,“必须确保下一波技术浪潮不会制造新的数字鸿沟”。她特别点出“使用鸿沟”问题——大量人口已有移动信号覆盖却不使用服务,其中既有终端价格的掣肘,也有部分国家数据资费过高的因素。
价格之外,安全与信任正成为将人群挡在线上的隐形屏障。Bogdan-Martin 引用一项覆盖 31 个国家的调查称,超过 60% 的女孩曾遭受在线骚扰。Badrinath 则聚焦诈骗问题:欺诈事件越多,人们对持有智能手机的感知风险就越高,这本身构成了使用障碍。他呼吁监管机构与产业界以全局视角对话——“社交平台没有答案,运营商没有答案,监管机构也没有答案,但携手合作我们就能保护公民免受这些风险。”
AI 时代的包容新命题
两位高管还共同强调数字技能尤其是 AI 技能培训的紧迫性,并警示技能培训本身也必须具备包容性,否则在 AI 普及过程中将催生新的能力分化层。GSMA 与 ITU 两大机构负责人在 MWC 与全权代表大会同场发声,释放出明确信号:当技术演进速度远超包容政策节奏时,产业界与监管层的协同已不再是可选项,而是必须项。廉价手机目标的阶段性受挫,正是检验这种协同成色的第一块试金石。
出处:GSMA, ITU chiefs urge action on inclusion barriers
英文原文MWC26 DOHA, QATAR : The heads of the GSMA and ITU outlined the need for partnerships and continued action to address affordability factors in the face of rising smartphone component costs, and other issues keeping people offline. Speaking during a session to open the event, which is co-located with the ITU’s Plenipotentiary Conference 2026, GSMA director general Vivek Badrinath ( pictured, left ) said in terms of a long-held industry ambition to get a sub-$50 smartphone on the market “this year has been bad”. Noting while there had at one point been “line of sight to a $50 phone,” due to escalating memory costs “that’s gone out of the window”. “RAM prices due to AI demand simply doubled, and then added another 40% over the last year,” he added, pointing to other ways to make devices more accessible including reducing taxes on entry-level smartphones. Badrinath added there was also a need to up efforts on “circularity to make sure that more phones can come back and flow into the market, and we need to continue to work on financing and financing tools to help people to access their first smartphones”. ITU secretary-general Doreen Bogdan-Martin ( pictured, right ) emphasised there was a need to align as “an ecosystem” on inclusion, adding “we need to make sure the next wave of technology development doesn’t create a new digital divide”. Discussing the usage gap, people who are covered by a mobile signal but don’t access services, she added “we need to tackle that affordability piece,” citing handset cost but also the price of data in some countries. Safety and trust Beyond price, the executives raised several other elements deemed to be making some reluctant to be online. “Safety and trust issues are keeping people offline that could normally be online,” Bogdan-Martin said, adding “there was recently a study across 31 countries that showed that more than 60% of girls had suffered online harassment” as an example. On trust, Badrinath noted this was a “big area of commitment for our industry, because when you have more and more frauds and scams, the risk perceived of owning a smartphone becomes an impediment”. “I think in the dialogue between regulators and the industry it’s important to have a holistic view,” he added. “None of us holds the answer: the social networks don’t hold it, the telcos don’t hold it and the regulators don’t hold it, but all together we can protect our citizens from these risks”. Both executives also noted the need for up-skilling for digital technology and specifically for AI, with a need to ensure that is also inclusive so as not to create a new divide. The full session is available on replay here , where Badrinath and Bogdan-Martin discuss industry and regulatory priorities as well as the advantage of holding their respective events in close proximity. The post GSMA, ITU chiefs urge action on inclusion barriers appeared first on Mobile World Live .