存储芯片或将涨价50%，手机厂商紧急减产千元机

Core Insights - The storage chip market has shifted to a seller's market due to strong demand from AI, leading to significant price increases not seen in over a decade [1][2][3] - Major smartphone manufacturers are adjusting their shipment forecasts for 2026, particularly in the sub-1000 yuan segment, due to rising costs and supply chain challenges [8][9] Group 1: Market Dynamics - The global storage chip market is experiencing unprecedented price hikes, with DRAM prices for 4GB expected to rise from around $20 to $40-50 by the end of 2025, marking a significant increase [2] - The demand structure for storage chips has been reshaped by the explosive growth of the AI industry, leading manufacturers to prioritize high-margin products like HBM for servers over consumer electronics [2][3] - The expansion cycle in the storage chip industry exacerbates supply tightness, with new production capacity taking 18-24 months to come online, making it difficult to meet short-term demand [2] Group 2: Impact on Smartphone Industry - Smartphone manufacturers are adopting strategies to cope with rising costs, including lowering shipment targets and adjusting product pricing or specifications to maintain profit margins [6][9] - The competition in the smartphone market is expected to intensify, with a projected decline in overall shipment volume by 3-4% in 2026, down to approximately 1.15 billion units [9] - The shift towards value competition in the smartphone industry is accelerating, moving away from mere scale expansion to focusing on product positioning and user experience in the context of AI and ecosystem integration [10]