狂飙超300%！存储芯片价格罕见暴涨！消费电子产品涨势已定？

Core Viewpoint - The global storage chip market has experienced an unprecedented price surge of over 300% since September 2023, driven by the rise of artificial intelligence and the "compute-in-memory" technology, leading to a structural supply shortage that is unlikely to be resolved in the near term [1][3][4]. Group 1: Price Surge and Market Dynamics - The price of DRAM and NAND Flash has increased by over 300% since September 2023, marking a significant shift in the storage chip market [1]. - This price surge is attributed to the transition from traditional storage roles to strategic components in AI applications, particularly with the emergence of "compute-in-memory" technology [3][4]. - The demand for AI servers has drastically increased, with typical AI servers requiring significantly more DRAM and NAND Flash compared to standard servers, leading to a reallocation of production capacity from consumer electronics to AI-related products [4][5]. Group 2: Impact on Consumer Electronics - The price increase in storage components is expected to lead to higher prices for consumer electronics, with predictions that smartphone and laptop prices will rise significantly by 2026 [5][6]. - Major brands are likely to respond to rising costs by either increasing prices, reducing specifications, or a combination of both, particularly in mid-range and entry-level products [7][8]. - Companies are exploring various strategies to manage costs, including supply chain management, internal cost reductions, and adjusting product specifications to maintain competitiveness [7][8]. Group 3: Long-term Industry Implications - The current supply-demand imbalance is expected to persist, with significant capital investments required for new production facilities, which typically take several years to come online [6][9]. - The ongoing price increases and supply chain challenges may accelerate industry consolidation and the push for domestic alternatives in the supply chain [9].