Mei Ri Jing Ji Xin Wen·2025-11-18 07:12Core Insights - The global storage chip industry has experienced a significant price surge, with DDR5 16Gb prices increasing by 102% in one month, leading to procurement delays among smartphone manufacturers [1][2][3] - The demand for storage chips is driven by the AI boom, with data centers requiring significantly more DRAM and NAND compared to traditional servers [3][4] - The price increase is expected to continue into the first half of next year, causing smartphone manufacturers to adjust their product strategies and pricing [5][8] Industry Impact - Major smartphone manufacturers like Xiaomi, OPPO, and vivo are facing pressure due to the rapid price increases, with some reporting inventory levels below two months [1][2] - The average contract price for LP4X/5X memory has risen by 40% quarter-over-quarter, while UFS prices have increased by 25% to 30% [2] - The supply chain dynamics are shifting, with manufacturers potentially prioritizing higher-end models over low-end ones due to profit margin pressures [6][7] Company Responses - Transsion Holdings reported a revenue decline of 3.3% year-on-year, with net profit dropping by 44.97%, attributing this to increased supply chain costs and competition [7] - The company is actively adjusting its pricing and product structure in response to rising storage chip costs [7] - Analysts predict that the low-end smartphone market may face significant challenges, potentially leading to a reduction in the production of entry-level models [6][7]