存储芯片价格飙涨两倍，智能手机将全面提价

Core Insights - The price of storage chips has increased more than twofold in the past six months, with mobile main control chip costs expected to rise by over 500 yuan [2][3] - Further price hikes are anticipated by the end of March, with memory chip prices expected to increase by over 50%, leading to an average smartphone price increase of 800 to 1,000 yuan [2][3] Industry Trends - Industry experts recommend consumers looking to upgrade their smartphones, especially those interested in high-capacity storage models, to make purchases sooner, as flagship models are currently at a low price point for the next one to two years [2][3] - A market research report from December indicated that due to the anticipated significant rise in storage prices by Q1 2026, smartphone and laptop manufacturers are adjusting strategies, with some opting to raise product prices or reduce specifications [2][3] - Overall sales forecasts have been revised downward, with industry resources increasingly concentrating on leading brands [2][3] Supply Chain Impact - The current tight supply of memory chips is unprecedented, affecting nearly all companies in the sector [2][3] - This shortage is impacting not only the smartphone industry but also extending to televisions, home appliances, and various consumer electronics, indicating significant pressure on the entire supply chain [2][3]