存储芯片价格暴涨，手机要全面涨价了？

存储新世界

11/15

最近数码圈的大新闻：存储芯片价格一路飙升，让整个手机行业都绷紧了神经。发生了什么？受AI需求爆发等因素影响，存储芯片价格大幅上涨。行业巨头美光、三星等甚至主动削减了NAND闪存供应，三星10月份暂停DDR5合约报价后，现货价一周内飙涨25%！对手机行业影响有多大？• 小米、OPPO、vivo等主流厂商已暂缓本季度采购• 部分厂商DRAM库存不足三周• 面临原厂近50%的涨价压力• 中高端手机已普遍...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115102249a4a2c4ba&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2458330169.SGD","symbol_name":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115102249a4a2c4ba&s=b","article_id":"2583636992","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115102249a4a2c4ba&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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中高端手机已普遍涨价100-500元更严峻的是，存储芯片成本占手机总成本的10%-30%，这一轮涨价直接挤压了厂商的利润空间。为什么会出现这种情况？数据中心对存储芯片需求旺盛，同款产品给服务器厂商的报价比手机厂商高出30%以上。芯片原厂“不愁卖”，甚至将产能转向利润更高的服务器客户。北美科技企业已开启“恐慌性囤货”，闪迪11月率先将NAND合约价上调50%，美光等纷纷跟进。未来会怎样？业内预计，存储芯片价格或在明年上半年进一步上涨。目前：• 手机厂商库存普遍偏低• 原厂6-8周的库存也即将见底• 扩产需要1-2年周期，且厂商暂无扩产意愿除了苹果具备较强议价能力外，其他手机厂商普遍陷入“减配还是涨价”的两难境地，部分项目甚至因成本过高被叫停。互动时间：你最近有买手机的计划吗？面对可能的涨价，你会选择等待还是趁早入手？评论区聊聊你的看法！#存储芯片涨价 #手机行业动态 #数码圈大事","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}