The big finding: Claude Code builds, not buys. Custom/DIY is the most common single label extracted, appearing in 12 of 20 categories (though it spans categories while individual tools are category-specific). When asked “add feature flags,” it builds a config system with env vars and percentage-based rollout instead of recommending LaunchDarkly. When asked “add auth” in Python, it writes JWT + bcrypt from scratch. When it does pick a tool, it picks decisively: GitHub Actions 94%, Stripe 91%, shadcn/ui 90%.
展望长期，两个关键变量值得关注。一是国产存储厂商（长鑫存储、长江存储）的产能提升能否平抑价格。目前看，在LPDDR5X等高端领域，国产渗透率尚低，短期内难以撼动定价权。二是端侧AI能否真正普及，证明“大内存”的体验价值。如果用户花了钱却没感受到AI的便利，后续换机动能将进一步枯竭。
，这一点在搜狗输入法2026中也有详细论述
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Варвара Кошечкина (редактор отдела оперативной информации)