宜信好望角：需求结构巨变，AI如何重塑存储市场格局

Core Insights - The rapid deployment of artificial intelligence technology is significantly transforming the traditional storage market, with AI server memory configurations often 8-10 times that of traditional servers, leading to structural growth in memory demand and supply shortages [1] - Global AI infrastructure investment is projected to grow over 60% year-on-year in 2024, with demand for high-bandwidth memory increasing at a triple-digit rate [1] Supply Side Adjustments - Manufacturers have postponed the launch of new memory kits from the second half of 2025 to 2026 to assess the actual impact of supply tightness on prices [2] - Popular memory kits from brands like Corsair and Team Group have seen significant price increases, and several memory module manufacturers have stated they will not release planned new kits in Q3 and Q4 of 2025 [2] Market Observation Stance - Manufacturers are choosing to delay new product launches to observe memory price trends in 2026, with experts suggesting that if the current supply-demand dynamics persist, memory price surges could last for a decade [3] - This long-term outlook has led distributors and retailers to adjust inventory strategies, with some channel partners even stockpiling, further exacerbating supply tightness [3] Impact on Consumer Market - The memory shortage and price increases are directly affecting global consumers, with some retailers in Japan implementing purchase limits due to supply shortages [4] - The smartphone industry is also impacted, with Xiaomi warning that rising storage costs may lead to higher smartphone prices; other consumer electronics like PCs, tablets, and gaming consoles are facing similar cost pressures [4] - Enterprise users are experiencing budget pressures on data center construction and expansion plans due to rising storage costs, reflecting the accelerated infrastructure development in the AI industry [4]