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Lokesh Kanagaraj Resets After Coolie As LK7 and Kaithi 2 Quietly Pick Up Momentum_我的网站

A |     （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。

B |     Lokesh Kanagaraj is back in prep mode. The director has slipped straight into groundwork for his seventh film, currently referred to as LK7. A team member posted a photo from an early meet, confirming that the director has restarted the cycle that usually precedes one of his big canvas projects. The curiosity around LK7 is understandable. Every move from Lokesh tends to trigger an online theory storm and this one is no exception.Fans initially assumed LK7 would simply be Kaithi 2. The sequel has finally rolled into pre-production after years of anticipation, which only strengthens the possibility. At the same time, there is steady chatter from Telugu industry trackers that Lokesh has been courted for a major Telugu language project. If that becomes official, it would mark his first direct entry into Tollywood. For now the director has maintained radio silence, leaving both conversations wide open.                                                                 View this post on Instagram          A post shared by Santhosh Krishnan (@santhosh.moni)                    Lokesh splits focus as DC preps continueEven as the talk around LK7 grows louder, Lokesh’s acting debut in DC is inching forward. Directed by Arun Matheswaran, the film casts him as Devadas with Wamiqa Gabbi as Chandra. Sun Pictures is producing the project following their collaboration on Coolie. Prep work for DC has been steady, with Lokesh attending readings and workshops as he balances the shift from behind the camera to in front of it.He was earlier attached to direct Rajinikanth in Thalaivar 173 for Raaj Kamal Films International but stepped away after reported creative differences. The move created room for him to arrange his next phase which now includes LK7, Kaithi 2 and DC.                                                                 View this post on Instagram          A post shared by Sun Pictures (@sunpictures)                    Coolie worked commercially but the response was far from unanimousCoolie arrived on August 14 with the weight of expectation that naturally comes with a Rajinikanth headliner and a Lokesh Kanagaraj credit. The cast featured Nagarjuna, Soubin Shahir, Upendra, Shruti Haasan, Sathyaraj and Rachita Ram, with Aamir Khan and Pooja Hegde making short appearances. Audience reaction, however, was divided. Some fans enjoyed the scale and swagger but a sizeable section criticised the uneven screenplay and the lack of the trademark precision seen in Kaithi and Vikram. Critics echoed the same concerns. Despite this, strong festival weekend numbers and sustained turnout eventually pushed the film into commercial success territory.With multiple projects now moving in parallel and a conscious effort to recalibrate after Coolie, Lokesh Kanagaraj seems set for a more controlled and deliberate next chapter.Also Read: South Indian Legends Mourn Dharmendra。         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。         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。

C |          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。

D | 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%。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。

E | 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。

F |          存储厂商并非没有意识到问题。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。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。

G |          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。         本文系观察者网独家稿件，未经授权，不得转载。

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