每天都创新高！实探华强北内存市场：狂热与忐忑并存，商家喜忧参半

Core Viewpoint - The memory market has entered a "super bull market" since the second half of 2025, with prices for various memory modules generally increasing by over 200%, surpassing historical highs from 2018 [1][4] Price Trends - Prices for memory modules, particularly DDR4 and DDR5, have seen significant increases, with some products experiencing price hikes of 1 to 4 times [3][4] - A specific example includes a 32GB Acer Predator DDR5 memory module that rose from 700 yuan to over 2500 yuan within six months [3] - The price of storage chips is expected to continue rising, with projections indicating a 40% to 50% increase by Q4 2025 and further increases in 2026 [4] Market Dynamics - The surge in memory prices is attributed to increased demand from AI servers, which have diverted production capacity away from consumer electronics [8] - Major manufacturers like Samsung, Micron, and SK Hynix are focusing on high-end storage for AI applications, leading to a supply shortage for consumer-oriented memory products [8] Business Impact - Many retailers in Huaqiangbei are experiencing a mixed response to rising memory prices; while profits per order have increased, overall sales volume has significantly declined [6][7] - Some retailers report a drop in sales by over 90%, as non-essential consumers reduce purchases of computer components due to high prices [6][7] - Retailers have adjusted their profit margins, with some increasing their gross margins from below 5% to between 5% and 10% due to rising prices [6] Future Outlook - The memory price increases are expected to impact downstream markets, including smartphones and automotive industries, with potential BOM cost increases of up to 15% for certain smartphone models [9] - The automotive sector is particularly concerned about memory costs, which are seen as a significant pressure point compared to raw material costs [9]