堪比黄金！手机存储的价格最近疯了

Core Insights - The price of storage chips is experiencing unprecedented increases, with SanDisk raising NAND Flash contract prices by 50%, indicating a tightening market overall [1] - This marks SanDisk's third price increase in 2023, following a 10% increase in April and another 10% in September, with expectations of continued supply shortages until the end of 2026 [1] Group 1: NAND and DRAM Market Dynamics - TrendForce reports that DRAM prices surged by 171.8% year-on-year in Q3 2025, with major manufacturers like Samsung halting DDR5 contract quotes, leading to significant supply chain disruptions [3] - The price adjustments by SanDisk have significantly impacted downstream storage supply chains, prompting manufacturers like Transcend and Innodisk to pause shipments and reassess pricing strategies [3] - Transcend's chairman noted that the demand for DRAM and NAND Flash driven by artificial intelligence is unprecedented, with NAND Flash price increases just beginning [3] Group 2: Impact on Consumer Electronics - The rising storage prices are affecting the cost structure of smartphones, with some configurations now accounting for over 20% of the total cost [5] - Smartphone manufacturers, particularly in the mid-range segment, are facing pressure to raise prices due to increased component costs, risking consumer backlash and potential loss of market share [5] - High-margin brands like Apple are less affected, as the price differences between storage options in models like the iPhone 17 Pro allow for more flexibility in pricing strategies [9] Group 3: Consumer Considerations - Consumers are advised to reassess their storage needs, as 256GB is sufficient for most users, and alternatives like cloud storage can alleviate local storage pressures [9] - The trend of rising storage prices is expected to continue in the short term, suggesting that consumers should consider purchasing during major sales events to mitigate costs [10]