XIAOMI(HK:01810) Sou Hu Cai Jing·2025-10-24 06:21Core Viewpoint - The pricing controversy surrounding the REDMI K90 series is attributed to significant cost pressures from the global supply chain, particularly in memory components, leading to a price adjustment for the K90 standard version [1][7]. Pricing and Product Details - The initial pricing for the K90 standard version was set at 2599 yuan, while the K90 Pro Max started at 3999 yuan [7]. - The K90 series includes various configurations: - 12GB+256GB priced at 2599 yuan - 16GB+256GB priced at 2899 yuan - 12GB+512GB priced at 3199 yuan - 16GB+512GB priced at 3499 yuan - 16GB+1TB priced at 3999 yuan - The price difference between the 12GB+256GB and 12GB+512GB versions was 600 yuan, which many users found excessive [7]. Market Context and Supply Chain Issues - The price adjustments reflect the ongoing increase in storage component costs, with major suppliers like Samsung and SK Hynix planning to raise prices by up to 30% in Q4 due to surging demand driven by AI [7][9]. - Citigroup and Morgan Stanley predict a 25%-26% increase in average DRAM prices in Q4, indicating a broader trend of rising semiconductor prices [8]. Demand Drivers - The surge in demand for storage chips is primarily driven by the explosion of AI and high-performance computing needs, with major tech companies expected to invest around 400 billion USD in AI infrastructure this year [9].