机构：存储涨价已传递至消费末端

Core Viewpoint - The ongoing price increase of storage products, particularly DDR4 and DDR5, is attributed to short-term inventory releases by intermediaries rather than a resolution of supply shortages [1] Group 1: Price Trends - TrendForce reports that the prices of DDR4, DDR5, and modules continue to rise, although the rate of increase has slightly moderated [1] - The price hikes are being passed on to end consumers, with electronic manufacturers responding by raising prices or adjusting product configurations [1] Group 2: Impact on Consumer Electronics - Several consumer electronics manufacturers have begun to increase product prices or modify specifications in response to rising storage costs [1] - Xiaomi has raised prices on multiple tablet models by 100 to 200 yuan, while Dell plans to adjust commercial product prices by 10% to 30%, depending on contracts [1] Group 3: Market Implications - The overall trend indicates that the cost pressures from rising storage prices are significantly affecting consumer electronics sales, leading to a potential decline in market volume [1] - The industry may see a concentration of resources and pricing power among leading brands with scale and supply chain advantages [1]