实地走访华强北：内存条三个月涨三倍，电脑装机成本激增近半

Core Viewpoint - The rapid increase in prices of computer components, particularly storage products, is significantly raising the cost of assembling computers, leading to a decline in consumer demand and affecting the overall market dynamics [1][4][10]. Group 1: Price Increases in Computer Components - The price of 1TB solid-state drives has risen from 600-900 RMB to 950-1100 RMB within a week, with memory prices increasing approximately threefold over the past three months [1][3]. - A typical office computer that previously could be assembled for under 2000 RMB now costs around 3000 RMB, with some configurations exceeding 5000 RMB due to rising component costs [3][4]. - The cost of storage components now accounts for 35%-50% of the total assembly cost of a basic office computer, necessitating compromises on CPU specifications to stay within budget [2][3]. Group 2: Market Dynamics and Consumer Behavior - The surge in storage prices has led to a decrease in the number of computers assembled by retailers, with one merchant reporting a drop from assembling 8-10 computers a day to one every three days [1][4]. - Retailers are primarily serving repeat customers, with new consumer orders declining due to the increased costs [4]. - The overall market for consumer electronics is expected to shrink, with a projected 14.8% decrease in global laptop shipments in the first quarter due to rising component costs [10]. Group 3: Impact on Manufacturers and Pricing Strategies - Manufacturers are facing challenges in passing on increased costs to consumers, as raising prices could further suppress demand, particularly for lower-end models [5][10]. - Companies like Apple may leverage their supply chain advantages to maintain market share and avoid price increases on new products, while also compensating for losses through service offerings [11]. - The ongoing price increases in storage components are attributed to structural shortages driven by the scaling of AI applications, affecting the supply of consumer-grade CPUs as well [3][10].