Meizu Mobile "Disintegrates": Focus on In-vehicle Infotainment Systems, AI, or Exit | Exclusive Report from Intelligence Emergence

Text | Qiu Xiaofen

Editors | Su Jianxun, Yang Xuan

The long - simmering "Meizu mobile phone shutdown" storm before the Spring Festival finally came to an end today.

Zhineng Yongxian exclusively learned from insiders that Meizu recently announced a major adjustment. More than 50% of the employees are about to leave, involving around 400 people.

These people have three destinations. Among them, some will receive an "N + 2" compensation.

The source said, "Most people will complete (the procedures) within this Friday."

Meizu's "PANDAER" trendy brand team will be split up and operate independently for profit and loss.

Part of Meizu's AR glasses team will be absorbed by the AR glasses company 'LeiNiao Innovation'.

Actually, as early as February 27th, in response to external rumors, Meizu issued an announcement titled "Twenty - three years of passion, reborn in the name of Flyme", stating that "it has decided to suspend the self - developed hardware projects of new mobile phones and is in contact with third - party hardware partners."

According to Zhineng Yongxian, after the adjustment, there are only about 400 remaining employees in the Meizu mobile phone department. There are two destinations for them. Some will be integrated into Meizu's Flyme in - car system team, and the others will turn to the exploration of AI software.

In addition, some of Meizu's core mobile phone assets have currently been packaged and integrated into a hardware company within the Geely system, including codes, mobile phone product documents, technical interface documents, code documents, visual animation documents, etc.

The aforementioned insider said that the remaining employees are mainly concentrated in the Zhuhai team. They will no longer use the Meizu brand in the future, and the team members may also change the company entity.

Regarding the above news, Meizu told Zhineng Yongxian: In the future, Meizu will take the Flyme open ecosystem as the core foundation to build a sustainable and healthy business closed - loop. The reasonable changes in organizational personnel based on strategic transformation are a normal phenomenon in the process of industry development. Please rest assured. Except for suspending the self - developed hardware projects of new domestic mobile phones, all business operations are progressing steadily. The overseas mobile phone business, AI glasses intelligent hardware business, and PANDAER trendy technology brand business are all operating normally.

Regarding the information about "being absorbed by LeiNiao", Meizu said that the news is untrue.

"Embracing the changes in the world and finding a path for healthy operation and continuous innovation has become the ultimate proposition for the company before and after the Spring Festival," Meizu said in the aforementioned announcement.

Before the Spring Festival, Meizu employees had already felt the signs of a major shock. For example, before the Spring Festival, Meizu had already laid off outsourced employees, slowed down approvals, had an early holiday, and postponed the resumption of work. Most employees interpreted these as signals of the poor progress of the mobile phone business.

Actually, according to Zhineng Yongxian, Meizu mobile phones once had room for improvement. Zhineng Yongxian learned that before the Spring Festival, the Meizu mobile phone team once sought to be acquired by a well - known AI company, but the negotiation failed. "Because the other party thought the Meizu brand had no value," the source said.

When talking about Meizu, many employees and fans couldn't hide their regret. "Memorialize the partner that accompanied my youth" and "I'm very regretful," many Meizu users left messages in the super - topic.

Meizu mobile phones previously stated directly in the announcement that the essential reason for the strategic adjustment was the rising memory prices - "The competition in the mobile phone market is more intense than expected... The sky - rocketing memory prices make the commercialization of new mobile phone products impossible."

A report released by Counterpoint not long ago showed that in the first quarter of 2026, the price of DRAM increased by 50% quarter - on - quarter, and the price of NAND increased by more than 90% quarter - on - quarter.

The increase in memory prices has quietly changed the BOM cost structure of mobile phones:

The aforementioned report pointed out that the memory cost of low - end mobile phones (less than $200) accounts for 43% of the total cost of the mobile phone, a 25% increase quarter - on - quarter;

For mid - to high - end mobile phones (＞$400), the situation is a little better. It is expected that by the second quarter of this year, the proportion of memory in the total cost of the mobile phone will rise to 20% and 23% respectively.

The sky - rocketing memory prices have directly squeezed the living space of all mobile phone companies. Since the end of last year, the mobile phone industry in China has been in turmoil.

In January this year, the mobile phone manufacturer realme announced its return to the OPPO system due to rising memory prices to seek coordinated operations and improve efficiency.

In March, a large number of mobile phone manufacturers launched the largest collective price adjustment in the past five years. The prices of OPPO, OnePlus, vivo, Xiaomi, and Honor mobile phones at different price ranges increased by up to 500 yuan, and some models even withdrew from the 1,000 - yuan price range.

The withdrawal of Meizu mobile phones is a microcosm of the butterfly effect that a mature industry encounters in the AI wave.

However, this earthquake in the mobile phone industry is far from over. It may also be the prelude to the alternation of the old and new eras.

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