“一天一个价，每天涨约50元”，价格还在狂飙！业内人士：仍未触顶，非刚需不建议买

Core Viewpoint - The significant increase in storage component prices is impacting the overall cost of consumer electronics, leading to a potential decline in production and sales in the industry [1][9][20] Price Increases - The price of storage components, such as the Kioxia 2TB hard drive, has risen from approximately 1000 yuan to 1500 yuan, and a memory module from Jinbaida has increased from 3000 yuan to 4500 yuan, both reflecting a rise of around 50% [1] - The cost of a Hynix DDR5 256GB server memory module has seen multiple price hikes in just ten days, increasing from 38999 yuan to 47999 yuan, highlighting the volatility in pricing [3] Impact on Consumer Electronics - The increase in storage prices has raised the assembly cost of a typical computer by 25% within a month, now totaling around 12500 yuan [2] - Many consumer electronics manufacturers, including those in the smartphone and television sectors, are experiencing delays in product launches due to rising storage costs [9] Market Dynamics - TrendForce reports that DDR5 memory prices have surged over 300% since September 2025, while DDR4 prices have increased by over 150%, significantly affecting the computer assembly industry [6] - The rising costs have forced companies to increase service prices, leading to reduced purchasing plans from clients [7] AI Demand and Supply Chain Adjustments - The current surge in memory prices is attributed to the explosive demand for storage driven by AI applications, prompting manufacturers to prioritize high-bandwidth memory (HBM) for AI data centers over standard DRAM for consumer devices [11][15] - AI servers require 8-10 times more memory than standard servers, consuming 53% of global memory production capacity, which is squeezing the supply for consumer-grade memory [15] Market Outlook - The storage market is currently in a "super bull market" phase, surpassing historical highs from 2018, with expectations of further price increases of 40%-50% in Q1 2026 and an additional 20% in Q2 2026 [17][20] - Industry experts indicate that the current price increase cycle for DRAM has not yet reached its peak, with many products experiencing price hikes of 2-3 times within the year [19]