内存价格创历史新高 商家喜忧参半

Core Viewpoint - The memory market in Shenzhen's Huaqiangbei has entered a "super bull market" since the second half of 2025, with prices for various memory modules rising significantly, surpassing historical highs from 2018 [1][3] Group 1: Price Trends - Memory prices have increased dramatically, with some products seeing price hikes of over 200%, such as a 32GB DDR5 memory module that rose from 700 yuan to over 2500 yuan [2][3] - The price of consumer-oriented memory products is expected to remain high due to supply constraints, with predictions of further increases of 15% or more in the first quarter of 2026 [6][7] Group 2: Market Sentiment - Many merchants in Huaqiangbei express mixed feelings about the price surge; while higher prices lead to increased profit margins, a significant drop in sales volume poses a challenge [4][5] - Some shops report a decline in sales by over 90%, indicating that non-essential consumers are reducing purchases of computer components due to high memory prices [5] Group 3: Supply Chain Dynamics - The surge in memory prices is attributed to AI servers consuming production capacity from major manufacturers like Samsung and Micron, leading to shortages in consumer memory products [6][7] - Analysts predict that the ongoing shift in production focus towards high-capacity memory for AI applications will keep supply tight for consumer-grade DDR4 and DDR5 products [6][7] Group 4: Broader Market Impact - The rising memory prices are expected to impact downstream markets, including smartphones and automotive sectors, with potential BOM cost increases of up to 15% for certain smartphone models [7] - The automotive industry is particularly affected, as it competes for memory components with AI and computing sectors, leading to increased cost pressures [7]