TrendForce集邦咨询：预计2026年第一季度存储器涨势持续强劲

Core Insights - The global terminal products are facing significant cost challenges due to anticipated substantial increases in memory prices in Q1 2026, leading to price adjustments and reduced sales forecasts for smartphones and laptops [1] - Memory components are increasingly impacting the BOM cost of consumer electronics, prompting companies like Apple to reconsider pricing strategies for new devices [1] - The rise in memory prices will force laptop brands to adjust product mix, procurement strategies, and regional sales layouts, particularly affecting high-end lightweight laptops [1] Group 1: Smartphone Market - Memory's share in BOM cost for smartphones is expected to rise significantly, impacting pricing strategies for brands, especially in the Android market [1] - Android brands, which target the mid-to-low price segments, will likely increase new device pricing and adjust old device prices or supply cycles to mitigate losses [1] - The high-end smartphone segment will see a slowdown in the push towards higher memory configurations, with 12GB gradually disappearing from mid-range models [2][4] Group 2: Laptop Market - The consumer laptop market is currently supported by existing inventory of finished and low-cost memory, allowing for stable pricing in the short term, but significant price adjustments are expected by Q2 2026 [2] - Brands are adopting "spec reduction" or "upgrade delays" as necessary strategies to balance costs, particularly affecting DRAM configurations [2] - High-end laptops will maintain a memory configuration of 16-64GB, while mid-range products will trend towards 8GB, and low-end laptops will remain at 8GB without further reductions [4]