实探华强北丨“上午和下午的价格都不一样”，内存条炒成“黑金条”

Core Viewpoint - The price of various storage products has significantly increased since April, with some products experiencing price hikes of up to three times, driven by supply shortages and rising demand, particularly from the AI sector [1][5][6]. Price Trends - Storage products, such as a 64GB LPDDR5 memory module, have seen prices rise from around 1,000 yuan to 4,200 yuan, marking a threefold increase [1]. - The price of a 16GB DDR4 memory module has increased from under 200 yuan at the beginning of the year to over 400 yuan by mid-November [2]. Market Dynamics - The surge in storage prices is attributed to a supply-demand imbalance, primarily influenced by significant capital investments in AI infrastructure by major tech companies like Alibaba and Tencent [5][6]. - The demand for high-end storage products, such as HBM and high-capacity DDR5, is outpacing supply as leading manufacturers prioritize these products over lower-margin items [6]. Impact on Consumer Electronics - The rising costs of storage components have led to increased prices for consumer electronics, with assembly costs for computers rising by at least 200 yuan, resulting in a noticeable decline in orders for assembled computers [7]. - Smartphone prices have also been affected, with models like the Redmi K90 series seeing price increases of up to 600 yuan due to higher storage costs [7]. Opportunities for Domestic Manufacturers - The current shortage in the storage market presents a valuable opportunity for domestic manufacturers to capture market share as global supply chains face disruptions [8].