集邦咨询：存储器价格飙升冲击游戏主机毛利 2026年出货量预估将下调至年减4.4%

Core Insights - The report from TrendForce indicates that the surge in memory prices has significantly increased the costs of consumer electronics, leading to higher retail prices and impacting the consumer market [1] - TrendForce has revised down its forecast for global smartphone and laptop shipments for 2026, and has also lowered the forecast for game console shipments from a previously estimated decline of 3.5% to a decline of 4.4% [1] - Game consoles are particularly affected by rising memory prices, as their profitability primarily comes from software and membership services, and they have historically relied on strategies of gradually lowering product prices or offering promotions to boost sales [1]