{"id":100680,"date":"2026-03-01T04:37:40","date_gmt":"2026-03-01T03:37:40","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=100680"},"modified":"2026-03-01T04:37:40","modified_gmt":"2026-03-01T03:37:40","slug":"sok-na-trhu-s-mobilnimi-telefony-nedostatek-cipu-zpusobuje-explozi-cen","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2026\/03\/01\/sok-na-trhu-s-mobilnimi-telefony-nedostatek-cipu-zpusobuje-explozi-cen\/","title":{"rendered":"\u0160ok na trhu s mobiln\u00edmi telefony: Nedostatek \u010dip\u016f zp\u016fsobuje explozi cen"},"content":{"rendered":"<div id=\"fb-root\"><\/div>\n<p><strong><span dir=\"auto\">Zat\u00edmco gigantick\u00e1 datov\u00e1 centra pohlcuj\u00ed st\u00e1le v\u00edce pam\u011b\u0165ov\u00fdch \u010dip\u016f, pro pr\u016fm\u011brn\u00e9ho spot\u0159ebitele hroz\u00ed katastrofa. Masivn\u00ed nedostatek \u010dip\u016f zp\u016fsobuje prudk\u00fd n\u00e1r\u016fst cen \u2013 a uvrh\u00e1v\u00e1 glob\u00e1ln\u00ed trh s chytr\u00fdmi telefony do historick\u00e9 krize.<\/span><\/strong><\/p>\n<p><span dir=\"auto\">V\u00fdzkumn\u00edci trhu ze spole\u010dnosti International Data Corporation (IDC) nyn\u00ed bij\u00ed na poplach.\u00a0<\/span><a href=\"https:\/\/www.zerohedge.com\/markets\/memory-crunch-will-spark-tsunami-shock-global-smartphone-shipments\"><span dir=\"auto\">Odborn\u00edci varuj\u00ed<\/span><\/a><span dir=\"auto\"> p\u0159ed \u201etsunami \u0161okem\u201c, kter\u00fd zas\u00e1hne cel\u00fd elektronick\u00fd pr\u016fmysl. Jejich ponur\u00e1 progn\u00f3za: celosv\u011btov\u00e9 dod\u00e1vky chytr\u00fdch telefon\u016f v roce 2026 dramaticky klesnou o 12,9 procenta na 1,1 miliardy za\u0159\u00edzen\u00ed. To je nejni\u017e\u0161\u00ed bod za v\u00edce ne\u017e deset let! Situace je mnohem hor\u0161\u00ed, ne\u017e IDC p\u0159edpov\u00eddala v listopadu. \u201eTo, \u010deho jsme sv\u011bdky, nen\u00ed do\u010dasn\u00e9 \u00fazk\u00e9 hrdlo, ale \u0161ok podobn\u00fd tsunami, kter\u00fd vznik\u00e1 v dodavatelsk\u00e9m \u0159et\u011bzci pam\u011bt\u00ed a vys\u00edl\u00e1 r\u00e1zov\u00e9 vlny cel\u00fdm sektorem spot\u0159ebn\u00ed elektroniky,\u201c vysv\u011btluje viceprezident IDC Francisco Jeronimo.<\/span><\/p>\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\">\n<div class=\"wp-block-embed__wrapper\">\n<div class=\"twitter-tweet twitter-tweet-rendered\"><iframe id=\"twitter-widget-0\" class=\"\" title=\"X P\u0159\u00edsp\u011bvek\" src=\"https:\/\/platform.twitter.com\/embed\/Tweet.html?dnt=true&amp;embedId=twitter-widget-0&amp;features=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%3D%3D&amp;frame=false&amp;hideCard=false&amp;hideThread=false&amp;id=2027108192694452700&amp;lang=cs&amp;origin=https%3A%2F%2Freport24.news%2Fschock-auf-dem-handy-markt-chip-knappheit-laesst-preise-explodieren%2F&amp;sessionId=fc4cd4195638ef9e332279ee60138ae211fc83ed&amp;theme=light&amp;widgetsVersion=2615f7e52b7e0%3A1702314776716&amp;width=550px\" frameborder=\"0\" scrolling=\"no\" allowfullscreen=\"allowfullscreen\" data-tweet-id=\"2027108192694452700\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<\/div>\n<\/figure>\n<p><span dir=\"auto\">Nav\u00edc nejv\u00edce budou zasa\u017eeni ti, kte\u0159\u00ed si nemohou dovolit p\u0159emr\u0161t\u011bn\u011b drah\u00e1 pr\u00e9miov\u00e1 za\u0159\u00edzen\u00ed. V\u00fdrobci nemilosrdn\u011b p\u0159en\u00e1\u0161ej\u00ed exploduj\u00edc\u00ed n\u00e1klady na komponenty na koncov\u00e9 z\u00e1kazn\u00edky. Zat\u00edmco mal\u00ed v\u00fdrobci Androidu, kte\u0159\u00ed vyr\u00e1b\u011bj\u00ed cenov\u011b dostupn\u00e9 telefony pro pr\u016fm\u011brn\u00e9ho spot\u0159ebitele, jsou pod obrovsk\u00fdm tlakem, megakorporace jako Apple a Samsung si ji\u017e te\u010f mnou ruce s radost\u00ed. Podle IDC jsou v lep\u0161\u00ed pozici nejen k p\u0159ekon\u00e1n\u00ed t\u00e9to krize, ale tak\u00e9 k dal\u0161\u00edmu roz\u0161\u00ed\u0159en\u00ed sv\u00e9 tr\u017en\u00ed s\u00edly na \u00fakor konkurence.<\/span><\/p>\n<p><span dir=\"auto\">Nabila Popal, jedna z nejvy\u0161\u0161\u00edch \u0159editelek spole\u010dnosti IDC, v rozhovoru pro Bloomberg popsala rozsah katastrofy drastick\u00fdmi slovy: \u201eCla a koronavirov\u00e1 krize se ve srovn\u00e1n\u00ed s nimi jev\u00ed jako vtip.\u201c Popal d\u016frazn\u011b varovala: \u201eTrh s chytr\u00fdmi telefony za\u017eije tektonick\u00fd posun, dokud tato krize neskon\u010d\u00ed \u2013 co se t\u00fd\u010de velikosti, pr\u016fm\u011brn\u00fdch cen a konkuren\u010dn\u00edho prost\u0159ed\u00ed. Neo\u010dek\u00e1v\u00e1me, \u017ee se situace zm\u00edrn\u00ed p\u0159ed polovinou roku 2027.\u201c<\/span><\/p>\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\">\n<div class=\"wp-block-embed__wrapper\">\n<div class=\"twitter-tweet twitter-tweet-rendered\"><iframe id=\"twitter-widget-1\" class=\"\" title=\"X P\u0159\u00edsp\u011bvek\" src=\"https:\/\/platform.twitter.com\/embed\/Tweet.html?dnt=true&amp;embedId=twitter-widget-1&amp;features=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%3D%3D&amp;frame=false&amp;hideCard=false&amp;hideThread=false&amp;id=2027370033903526298&amp;lang=cs&amp;origin=https%3A%2F%2Freport24.news%2Fschock-auf-dem-handy-markt-chip-knappheit-laesst-preise-explodieren%2F&amp;sessionId=fc4cd4195638ef9e332279ee60138ae211fc83ed&amp;theme=light&amp;widgetsVersion=2615f7e52b7e0%3A1702314776716&amp;width=550px\" frameborder=\"0\" scrolling=\"no\" allowfullscreen=\"allowfullscreen\" data-tweet-id=\"2027370033903526298\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<\/div>\n<\/figure>\n<p><span dir=\"auto\">Renomovan\u00e1 v\u00fdzkumn\u00e1 firma Counterpoint tento alarmuj\u00edc\u00ed trend potvrzuje a varuje p\u0159ed \u201eplnohodnotn\u00fdm \u0161okem v nab\u00eddce\u201c. P\u0159edpov\u00eddaj\u00ed 12,4procentn\u00ed pokles celosv\u011btov\u00fdch tr\u017eeb v leto\u0161n\u00edm roce. Analytik Yang Wang shrnuje dramatickou situaci: \u201eRok 2026 se r\u00fdsuje jako nejhor\u0161\u00ed rok v historii chytr\u00fdch telefon\u016f. Pr\u016fmysl je\u0161t\u011b nikdy neza\u017eil tak prudk\u00fd pokles.\u201c<\/span><\/p>\n<p><span dir=\"auto\">Odborn\u00edci z oboru bij\u00ed na poplach a\u00a0<\/span><a href=\"https:\/\/www.zerohedge.com\/ai\/do-it-now-industry-insiders-urge-consumers-front-run-pc-tv-smartphone-purchases-memory-crunch\"><span dir=\"auto\">rad\u00ed spot\u0159ebitel\u016fm<\/span><\/a><span dir=\"auto\">\u00a0, aby p\u0159ijali drastick\u00e1 opat\u0159en\u00ed: Ka\u017ed\u00fd, kdo st\u00e1le pot\u0159ebuje po\u010d\u00edta\u010d, televizi nebo chytr\u00fd telefon, by m\u011bl jednat okam\u017eit\u011b a p\u0159edch\u00e1zet krizi. Sch\u016fzky mezi velk\u00fdmi bankami, jako je Goldman Sachs, a p\u0159edn\u00edmi dodavateli \u00falo\u017ei\u0161\u0165 nazna\u010duj\u00ed masivn\u00ed r\u016fst cen s t\u00edm, jak se nedostatek stup\u0148uje. Progn\u00f3zy dod\u00e1vek po\u010d\u00edta\u010d\u016f ji\u017e byly sn\u00ed\u017eeny, zat\u00edmco ceny \u00falo\u017ei\u0161\u0165 vykazuj\u00ed t\u00e9m\u011b\u0159 parabolick\u00fd vzestupn\u00fd trend.<\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-1185\" src=\"http:\/\/www.infokuryr.cz\/n\/wp-content\/uploads\/2021\/04\/kuryr-podpis.png\" alt=\"\" width=\"84\" height=\"24\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Zat\u00edmco gigantick\u00e1 datov\u00e1 centra pohlcuj\u00ed st\u00e1le v\u00edce pam\u011b\u0165ov\u00fdch \u010dip\u016f, pro pr\u016fm\u011brn\u00e9ho spot\u0159ebitele hroz\u00ed katastrofa. Masivn\u00ed&#8230;<\/p>\n","protected":false},"author":2,"featured_media":100681,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[1907,341,8170],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/100680"}],"collection":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/comments?post=100680"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/100680\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/100681"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=100680"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=100680"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=100680"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}