芯片正在掀新一轮涨价潮，外媒称消费电子产品面临压力

Group 1 - The global chip industry is experiencing a new wave of price increases, with Samsung and SK Hynix significantly raising the prices of LPDDR memory used in iPhones, with Samsung's prices up over 80% and SK Hynix close to 100% [1] - Domestic companies such as Zhongwei Semiconductor and Guokewai have also announced price adjustments for their products, with increases ranging from 15% to 50% for MCU and Norflash products, and 40% to 80% for KGD products [1] - Analysts predict that memory chip prices will continue to rise, with Counterpoint forecasting an additional increase of 40% to 50% in the first quarter of this year, following a 50% increase last year [1] Group 2 - The significant rise in memory chip prices is putting pressure on the global consumer electronics industry, leading to a potential decrease in demand for smartphones, personal computers, and gaming consoles [4] - IDC and Counterpoint predict a 2% decline in smartphone sales this year, marking the first annual decrease since 2023, while the PC market is expected to contract by 4.9% and gaming console sales by 4.4% [4] - Manufacturers like Apple and Dell are facing rising costs and must decide whether to pass these costs onto consumers, which may have a greater impact on low-end and mid-range device manufacturers [4]