
一 | Anurag Kashyap’s neo-noir Kennedy achieved a huge feat recently. In a milestone moment for Indian cinema, the film has been selected as the only title from the country to feature in the debut lineup of the Letterboxd Video Store. On December 10, Letterboxd officially launched its online film-rental platform, Video Store, featuring a curated mix of acclaimed movies, exclusive Academy Award submissions, and festival hits unavailable elsewhere. The platform will let its members watch titles on a transactional video-on-demand (TVOD) model, free from subscriptions. And nestled among nine hand-picked international films is Kennedy, which had its world premiere in 2023 at the Cannes Film Festival. Kashyap, who wrote the film during the lockdown, says, “I am happy that finally the film will be available for the general audience to watch in some parts of the world. It’s one of my most personal films and would love to get the audience feedback and reaction, and I am thankful to Letterboxd for putting it on their new platform. And I am, hopeful that we’ll soon be able to release it in India too as the producers are working on it. Kennedy stars Rahul Bhatt and Sunny Leone. Shot largely at night across Mumbai over an intense 30-day schedule, the film follows an insomniac ex-cop, presumed dead, who continues to work for a corrupt system while seeking redemption. Producer Ranjan Singh adds, “Yes, it’s a great moment that after travelling to almost 30 festivals across the world, the film will be available to cinephiles in these countries and we are extremely proud as the only Indian film in this line-up. We want to thank Letterboxd for choosing Kennedy and our studio partners, Zee Studios for the support that they’ve given to make this possible. We are working together on the India release of the film soon.” After its Cannes premiere, the film screened at the Sydney International Film Festival (Australia), Bucheon International Fantastic Film Festival (South Korea), Neuchâtel International Fantastic Film Festival (Switzerland), MOTELX - Lisbon International Horror Film Festival, Indie Meme Film Festival (Austin, Texas), Indian Film Festival of Melbourne (Australia), London Indian Film Festival (UK), Fantastic Fest (USA), Jio MAMI Mumbai Film Festival, and the Kolkata International Film Festival, among others. The countries where Kennedy will be available are the United States, Canada, the United Kingdom, Ireland, France, Australia, New Zealand, the Netherlands, Belgium, Sweden, Norway, Denmark, Finland, Iceland, and Switzerland. Also Read: Anurag Kashyap to Star in Sam Anton’s Tamil Techno-thriller Unkill 123。 (文/汤普济 编辑/吕栋) 7月21日,有媒体消息称,小米近期重新上调了2026年手机出货量预期,全年出货目标较此前约9000万部上调至约1.1亿部,新增部分主要落在入门级产品线上。 消息人士表示,此次上调的原因是小米内部判断对当前存储行情将出现变化。此前受DRAM和NAND价格持续攀升影响,小米已连续压缩全年出货规划:最初约1.7亿部的目标先降至1.35亿部,年中又一度下探至约9500万部。

二 | 观察者网就此事联系小米方面,对方暂未回应。 值得注意的是,小米在2026年第一季度业绩公告中表示,公司为优化产品组合,减少了中端和低端智能手机的出货。 而此次上调的出货增量主要来自低端机型,与一季度的产品策略截然相反。 有行业人士指出,此次小米上调出货目标意味着手机厂商对存储连续涨价的接受能力正在接近上限。该人士补充道,OPPO和vivo近期未接受三星提出的第三季度报价。随着下游厂商对存储涨价的承受能力接近极限,原厂继续议价的空间正在收窄,价格涨势可能由此从供应商主导转向由疲软的需求制约。 持续上涨的存储成本,正在从厂商采购端辐射终端市场。市场调研机构Omdia的数据显示,存储在低于400美元(约合人民币2706.36元)手机物料成本中的占比已接近60%,在售价低于99美元(约合人民币669.82元)的机型中更超过64%。

三 | 低端手机利润空间有限,厂商难以将全部成本转嫁给消费者,只能减产、压缩配置或者退出部分价格段。 TrendForce发布的报告也反映出这一趋势。该机构预计,2026年第三季度传统DRAM合约价仍将环比上涨13%至18%,NAND Flash上涨10%至15%,但涨幅较上半年明显放缓。TrendForce认为,个人电脑和智能手机厂商已经接近成本承受上限,消费市场需求低迷,使存储原厂难以延续此前的提价速度。 2026年第二季度与第三季度内存与闪存价格预测TrendForce TrendForce补充道,手机厂商对存储的采购需求在明显减弱。多数品牌已在上半年完成主要新品生产和零部件采购,下半年较明确的存储升级需求主要来自旗舰机型,中低端产品的采购活动仍将低迷。手机销售疲软削弱了供应商的议价能力;NAND市场也因高价抑制采购、终端需求疲弱而出现降温。 此前存储涨价迫使厂商收缩低端产品,如今终端需求下降又反过来开始限制存储厂商继续提价。价格越高,手机厂商削减的订单越多,原厂涨价所依赖的需求基础也会随之减弱。

四 | 存储厂商并非没有意识到问题。

五 | SK集团会长崔泰源近日表示,目前的存储价格处于“不正常”的高位,个人电脑和手机厂商不可能持续将成本上涨转嫁给消费者,价格应当逐步回落。他补充道,过高的价格可能压缩终端销量,并吸引新的供应商进入市场。 TrendForce指出,国内的移动DRAM供应增长,为国内手机厂商提供了更多选择。

六 | TrendForce以长鑫存储为例,称其通过扩产和提高良率扩大了LPDDR4X供应,填补了韩国和美国厂商留下的部分成熟制程产能缺口,重塑了智能手机移动DRAM的供应结构。 不过,即使经过此次出货量回调,小米的最新出货量目标仍低于小米去年1.652亿部手机的规模。有媒体援引多位行业人士消息指出,目前存储芯片短缺的事实仍未改变,AI服务器仍在吸收大量HBM和服务器内存产能,第三季度DRAM和NAND合约价预计仍将上涨。 因此,小米此次上调目标更像是对存储涨势边际放缓的提前反应,而非判断供应短缺已经结束。随着消费级存储继续提价的空间收窄,对国内手机品牌而言,重新增加低端机出货既是争夺市场份额的行为,也是在押注存储成本趋稳。

七 | 本文系观察者网独家稿件,未经授权,不得转载。
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