存储“超级周期”下终端消费电子领域提价潮蔓延

Core Viewpoint - The pressure of rising storage prices has begun to affect the consumer electronics sector, leading to price adjustments in key categories such as smartphones and laptops, particularly among leading PC manufacturers [1] Group 1: Price Adjustments - Major laptop manufacturers including Lenovo, Dell, and HP have collectively raised prices by approximately 500 to 1500 yuan [1] - Several new models of domestic smartphones have seen price increases ranging from 100 to 600 yuan compared to their previous generations [1] Group 2: Impact on AIoT Chip Manufacturers - AIoT chip manufacturers are experiencing differentiated impacts due to the rise in storage prices [1] - Companies involved in chip testing and other parts of the supply chain are presented with new opportunities as a result of these changes [1] Group 3: Market Outlook - Analysts predict that a comprehensive and broad-based increase in storage prices is likely to materialize by 2026, driven by demand mismatches, capital expenditures, and technological migration [1] - The current cycle may persist until the end of 2026 or even into 2027 [1]