Core Insights - The global storage industry is undergoing a significant transformation driven by the large-scale application of AI technology, leading to unprecedented demand and structural shortages in the market, with DRAM market value expected to exceed $300 billion by 2026 [1][2] Group 1: Market Dynamics - The AI and server markets are driving a new super cycle in memory demand, with AI-related applications projected to account for 46%, 56%, and 66% of DRAM capacity from 2024 to 2026 [2] - High-end AI server manufacturers, such as NVIDIA, are willing to pay a premium of 50%-60% over mobile manufacturers for LPDDR5, leading to a prioritization of production capacity for AI clients [3] - The transition from LPDDR4 to LPDDR5 is accelerating due to rapid supply reductions of LPDDR4, with over 70% of LPDDR production expected to be LPDDR5 by 2026 [4] Group 2: Impact on Consumer Electronics - The surge in memory prices is causing significant cost pressures on smartphone manufacturers, leading to inevitable price increases for smartphones in 2026, with potential reductions in memory capacity for some models [5] - The notebook market is also under pressure, with growth forecasts revised down from 2% to -3% for 2026 due to rising memory costs [5] - Reports indicate that some smartphone manufacturers have paused storage procurement due to soaring prices, with current inventory levels below healthy thresholds [6] Group 3: Strategic Shifts - The storage market is being viewed as a "strategic material" rather than a regular procurement item, necessitating closer collaboration between manufacturers and suppliers [8] - Companies are expected to adapt their product structures, with a shift towards higher-end products as a response to rising storage prices [9] - The storage module company, Shichuangyi, anticipates a doubling of revenue to over 4 billion yuan by 2025, benefiting from the current market dynamics [9]
存储芯片“史诗级”涨价潮 机构预测七成DRAM产能将被AI吞噬
Zhong Guo Jing Ying Bao·2025-12-04 04:44