LENOVO GROUP(HK:00992) Xin Lang Cai Jing·2026-01-12 03:34Core Insights - The rapid development of AI has led to significant price increases in memory, hard drives, and graphics cards, impacting hardware prices across various brands [1] - Major PC manufacturers are responding to rising costs by increasing product prices, with some models seeing price hikes of 10%-30% [3] Price Increases in Hardware - Global PC manufacturers are experiencing price adjustments due to rising memory costs, with examples including Lenovo's Y7000 model increasing from 6980 CNY to 7400 CNY within days [2] - The price of a 16GB memory module has surged from around 800-900 CNY to over 2700 CNY on major e-commerce platforms, while solid-state drive prices have nearly doubled [2] Manufacturer Responses - HP, Acer, and Asus have all indicated that they will raise prices due to ongoing memory shortages and cost increases, with Dell raising commercial computer prices by 10%-30% [3] - Lenovo has adjusted prices for several mid-to-high-end models, increasing prices by 500 to 1500 CNY [3] Impact on Consumer Behavior - The price increases have led to a decline in consumer enthusiasm, with market research indicating a downward revision in global laptop and smartphone shipment forecasts for 2026 [4] - Consumers are postponing purchases due to higher prices, with many opting to wait for better deals despite government subsidies [4][5] Market Trends - The memory semiconductor's share of smartphone material costs has risen from 10%-15% to over 20%, becoming a key driver of smartphone price increases [3] - Some consumers are engaging in "downgrade" strategies, selling high-value memory components in the second-hand market and opting for lower-cost alternatives [5]