采购成本急剧上升 存储芯片“涨声”不止正迅速向终端传导

Core Viewpoint - The global electronic industry is experiencing a "super cycle" of storage chip price increases driven by a surge in AI server demand, leading to significant cost pressures across the supply chain [1][2]. Group 1: Price Increases and Market Impact - Storage chip prices have skyrocketed, with DRAM prices increasing over fourfold and Flash prices nearly tripling within the year [1]. - The price of DDR4 memory has seen a cumulative increase of over 200% in six months, with recent monthly increases ranging from 30% to 70% [2]. - Major PC manufacturers like Lenovo, Dell, and HP are planning to raise product prices by up to 20% due to rising storage chip costs [4]. Group 2: Demand and Supply Dynamics - The demand for AI servers has surged, with storage configurations reaching 1.7TB compared to 0.5TB for traditional servers, causing a shift in production focus towards high-margin products like HBM and DDR5 [2]. - The ongoing price increases are expected to last longer than previous cycles, with predictions of a decline in global notebook shipments from a growth of 1.7% to a decrease of 2.4% in 2026 [5]. Group 3: Strategic Responses from Companies - Companies are adopting varied strategies to cope with rising costs; some are increasing prices while others are adjusting product configurations or expanding supplier networks [3]. - Domestic storage companies in China, such as Changxin Storage and Yangtze Memory Technologies, are expanding capacity and making technological breakthroughs, potentially disrupting the market dominated by foreign giants [6]. Group 4: Future Market Considerations - The elasticity of terminal demand will be crucial in determining whether price increases can be sustained; excessive retail price hikes may suppress consumer demand, leading to a potential price correction [6]. - The ongoing shortage of storage chips is viewed as both an opportunity and a challenge for storage module manufacturers, necessitating long-term strategic planning [6].

采购成本急剧上升 存储芯片“涨声”不止正迅速向终端传导 - Reportify