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存储芯片涨价潮席卷手机业:头部品牌全线调价在即 中小厂商陷入生存困境
Ju Chao Zi Xun· 2026-02-28 03:20
Core Viewpoint - A "perfect storm" triggered by rising storage chip prices is set to lead to a significant price increase across the entire Chinese smartphone market starting March 2026, with new models seeing price hikes of at least 1000 yuan and older models also adjusting prices [3][4]. Group 1: Price Increase Trends - The smartphone price increase is a collective industry trend rather than an isolated decision by individual brands, with major players like OPPO, vivo, Xiaomi, and Honor already finalizing their price adjustment plans [3]. - The cost of smartphone storage chips has surged over 80% compared to the same period in 2025, with projections indicating a 55%-60% increase in DRAM contract prices and a 33%-38% rise in NAND flash prices in Q1 2026 [4][6]. - The average price of smartphones in China is expected to rise by 15%-25% for new models compared to 2025, with some high-storage versions increasing by up to 2000 yuan [7][8]. Group 2: Impact on Manufacturers - The rising cost of storage chips is significantly altering the Bill of Materials (BOM) for smartphones, with memory now accounting for over 20% of the total cost, and in some mid-range models, this figure approaches 30% [6][8]. - Companies are facing a dilemma in the mid-to-low-end market, where they must either raise prices or reduce specifications to maintain profitability, leading to a cycle of price increases and potential loss of market share [8][9]. - The industry is witnessing a rapid reshuffling, with companies like Meizu halting new product development and transitioning to AI-driven software, while Transsion Holdings reported a 53.43% drop in net profit due to rising component costs [9][10]. Group 3: Strategic Responses - Realme has opted to integrate back into OPPO's supply chain to mitigate procurement costs amid rising storage prices, reflecting a broader trend of companies seeking to leverage shared resources [10]. - Even Apple, a dominant player in the market, is not immune to the effects of rising storage prices, indicating that the entire industry may undergo significant structural adjustments as smaller brands struggle with cost pressures [11].
小米汽车预告“给大家准备了一个惊喜” 雷军:明天见
Feng Huang Wang· 2026-02-28 03:09
据媒体报道,2月27日,有人在西班牙巴塞罗那街头拍到了一台疑似小米未发布的全新超跑车型(可能是 概念车),有着流畅且充满肌肉感的线条,轮毂罩印有"xiaomi"字样。外媒ChinaEV Home认为,小米新 车在这个时间点出现在巴塞罗那,很有可能是为了即将开幕的MWC2026准备大招,值得期待。 凤凰网科技讯2月28日,小米汽车发布预告:"给大家准备了一个惊喜。Coming soon…"。雷军评论 称:"明天见"。 ...
雷军介绍新SU7门把手:发生碰撞车辆收到信号后,门锁自动切换机械解锁模式,用力外拉即可开
Sou Hu Cai Jing· 2026-02-28 02:44
2月27日,小米创办人、董事长兼CEO雷军在小米汽车工厂里进行直播,与多位小米技术专家畅聊小米 汽车的安全体系。 雷军透露,新一代小米SU7在安全方面又做了非常多的升级。第一,应用了2200兆帕的小米超强钢;第 二,全系升级了9个气囊;第三,电池包底部升级了防弹涂层;第四,全系标配激光雷达,增强了安全 冗余。此外,小米SU7开车的稳定性和刹车性能都得到了升级。 此外,小米SU7还全系标配了三重冗余的车门把手,内置了机械结构和备用电源,车内车外都可以机械 开门,以确保车辆开门安全,使得门锁既可以电动打开,也可以机械打开。 新一代SU7在安全方面的部分升级,包括:车身90.3%都是高强钢和铝合金,在两个关键部位,应用了 2200MPa小米超强钢,分别是内嵌式防滚架和四门防撞梁,这是行业目前量产上车的最高强度热成型 钢;全系升级为9个气囊,新增两个后排侧气囊;电池底部升级防弹涂层;全系标配激光雷达;全系后 宽胎,全系四活塞固定卡钳;全系标配三重冗余车门把手 详细介绍下新一代SU7门把手:新一代 SU7 门把手,日常从车外开门,轻触外把手,电动解锁就能开 门。一旦发生碰撞,车辆收到碰撞信号后,门锁会自动切换至机械解锁 ...
雷军再度直播介绍新SU7门把手:碰撞后自动切换机械解锁模式
Sou Hu Cai Jing· 2026-02-28 02:44
Core Viewpoint - Xiaomi Group is focusing on enhancing the safety features of its upcoming electric vehicle, the new generation Xiaomi SU7, which is set to launch in April. Group 1: Vehicle Safety Features - The new generation Xiaomi SU7 incorporates significant safety upgrades, including the use of 2200 MPa Xiaomi ultra-strong steel, an upgraded suite of 9 airbags, a bulletproof coating on the battery pack's bottom, and standard laser radar across all models [1]. - The vehicle's stability and braking performance have also been improved [1]. Group 2: Door Handle Mechanism - The new generation SU7 features an innovative door handle that allows for electric unlocking with a light touch from the outside. In the event of a collision, the door lock automatically switches to mechanical unlock mode, enabling manual opening [3]. - The door lock system includes triple power redundancy: a large battery with DCDC, a small battery, and a backup power source located under the second-row seats, ensuring all four doors can be unlocked [3]. - Emergency mechanical pull handles are available for all doors, allowing access from the inside regardless of the central lock status or low power supply [3]. Group 3: Safety System Commitment - Since its entry into the automotive sector, Xiaomi has placed a high emphasis on building a robust safety system. The company has invited safety experts to discuss the investigation process following traffic accidents [5]. - The accident investigation process involves sealing the scene, securing the vehicle, gathering vehicle information, and expert analysis, which is a lengthy procedure during which the car manufacturer cannot access the vehicle [5]. - Xiaomi plans to establish a new Automotive Safety Advisory Committee to further enhance its safety protocols [5].
小米汽车春节交付突破60万辆,辅助驾驶里程超过一亿公里
21世纪经济报道记者何煦阳 2月27日,雷军在直播时表示:"春节期间已经交付了60多万辆车,小米车主春节总里程超过了四亿公 里,辅助驾驶的总里程超过一亿公里。" (文章来源:21世纪经济报道) ...
雷军公布新一代SU7新配色
与此同时,雷军也在社交媒体正式公布新一代SU7全新颜色:赤霞红。雷军表示,相信新一代SU7依然 是一台值得期待的Dream Car,新一代SU7一定会给小米带来马年开门红。 此前,雷军在直播中曾透露,新一代SU7全系标配V6s Plus超级电机,全系标配激光雷达、700TOPS辅 助驾驶算力、4D毫米波雷达、Xiaomi HAD端到端辅助驾驶,全面提升智能驾驶能力。 0:00 21世纪经济报道记者易思琳、视频编辑杨浩凯报道 马年开工第一天,小米汽车创始人雷军和高管团队一起,给小米同学们发开工红包,并祝福大家新一年 红红火火,万事大吉。 在安全方面,新一代SU7还将全系标配2200MPa小米超强钢"内嵌式防滚架",进一步强化车身结构安 全。 新一代小米SU7预售价22.99万-30.99万元,预计4月上市。 ...
小米汽车李肖爽:事故后无监管部门允许,车企不能披露相关信息
21世纪经济报道记者何煦阳 "发生了交通事故、火灾事故,车企如果没有监管部门的许可,原则上是不能够自行披露事故的相关信 息的。"2月27日,小米汽车副总裁李肖爽在直播中表示。 (文章来源:21世纪经济报道) ...
小米汽车预热新车,或为超跑概念车,雷军:明天见
Sou Hu Cai Jing· 2026-02-28 02:20
Group 1 - Xiaomi is set to unveil a new car, with CEO Lei Jun teasing the announcement on social media [1] - A mysterious supercar from Xiaomi has been spotted in Barcelona, featuring the "xiaomi" logo, coinciding with the upcoming Mobile World Congress [3] - The new vehicle is likely the Vision GT concept car, developed in collaboration with the racing game "GT Racing," showcasing futuristic design and technology rather than being a production model [4] Group 2 - The Vision GT concept car features a streamlined body, muscular lines, and hidden tail lights, emphasizing Xiaomi's design capabilities [4] - The introduction of the Vision GT concept car aims to enhance Xiaomi's brand value and establish a technological reputation for future high-performance vehicles [4]
雷军:安全是造车的基础和前提!10倍投入造安全好车
Sou Hu Cai Jing· 2026-02-28 01:57
Core Viewpoint - Xiaomi emphasizes that safety is the foundation and premise of car manufacturing, highlighting its commitment to producing safe vehicles recognized by multiple authoritative institutions [1][5]. Group 1: Safety Ratings and Recognition - The new generation Xiaomi SU7 received a C-IASI (China Insurance Automotive Safety Index) 3G+ rating in September 2024 [3]. - The Xiaomi SU7 Max achieved a C-NCAP (China New Car Assessment Program) five-star rating in March 2025 [3]. - The Xiaomi YU7 Max obtained an IVISTA (China Intelligent Vehicle Index) 4G+ rating in February 2026 [3]. Group 2: Commitment to Safety - Xiaomi's founder Lei Jun stated that the company has invested ten times more to ensure the production of a safe vehicle, emphasizing that "safety is above all" [5]. - The company's goal is to create the safest car in its class, with user safety as the starting point [5]. Group 3: Safety Features and Upgrades - The new generation Xiaomi SU7 features significant upgrades in safety configurations, with 90.3% of the body made from high-strength steel and aluminum alloy [6]. - Key safety components include an embedded roll cage and four door anti-collision beams made from 2200MPa ultra-high-strength steel [6]. - The vehicle comes standard with laser radar, wide rear tires, four-piston fixed calipers, and triple redundancy door handles [6].
雷军马年首次直播聊汽车安全,详谈新一代SU7门把手
Xin Lang Cai Jing· 2026-02-28 01:57
Core Viewpoint - Xiaomi emphasizes safety as the top priority in its automotive development, with a commitment to invest significantly in safety features and technology [2]. Group 1: Safety Commitment - Xiaomi's automotive safety philosophy is encapsulated in the motto "safety above all," with a dedicated team of over 3,500 personnel focused on safety [2]. - The company plans to establish a safety advisory committee to enhance public communication regarding vehicle safety, involving experts from academia and media [2]. Group 2: New Model Features - The new generation SU7 has begun pre-orders and is expected to launch in April, featuring a body composed of 90.3% high-strength steel and aluminum, including the use of 2200MPa ultra-high-strength steel in critical areas [2]. - The SU7 will be equipped with nine airbags, including two additional side airbags for rear passengers, and a bulletproof coating on the battery's underside [2]. Group 3: Door Lock Mechanism - The SU7's door handles feature an electric unlocking mechanism that switches to mechanical unlocking in the event of a collision, ensuring accessibility even if power is lost [3]. - The door lock system includes triple power redundancy to ensure functionality under various conditions, with emergency mechanical handles available for all doors [3]. Group 4: Battery Development - Xiaomi has established a complete battery manufacturing facility, covering all processes from cell materials to pack assembly, with a dedicated team of over 220 for battery research and development [5]. - The company has submitted 486 patents related to battery systems, with 190 already approved, indicating a strong focus on innovation in battery technology [5].