Redmi K90首销月降价300元，雷军坦言内存涨价压力

Core Insights - Xiaomi Group has adjusted the price of the Redmi K90 standard version (12+512GB) by reducing it by 300 yuan to 2899 yuan during its first month of sales, which has garnered significant industry attention [1] - CEO Lei Jun stated that the recent surge in memory prices has influenced this decision, emphasizing the company's commitment to customer satisfaction [1] - President Lu Weibing acknowledged that the cost pressures from the supply chain have been passed down to new product pricing, with storage costs rising significantly and expected to continue increasing [1][4] Pricing Strategy - The price adjustment specifically targets the most popular 12GB+512GB version, rather than a general price cut across the entire product line, reflecting a strategic focus on high-demand products while managing costs effectively [7] - Lu Weibing highlighted the importance of aligning with user expectations amidst rising costs, indicating a careful balance between consumer demand and operational challenges [7] Industry Context - The price increase in memory components, including DDR4, LPDDR4X, DDR5, LPDDR5X, and NAND Flash, is creating substantial cost pressures across the smart electronics industry [4] - Xiaomi's recent financial report for Q2 revealed a decline in smartphone gross margin from 12.1% to 11.5% year-over-year, attributed to rising prices of storage components [6] - The situation reflects broader challenges within the consumer electronics sector, where companies must navigate supply chain fluctuations while meeting consumer expectations [10]