联想提醒客户：赶紧下单，电脑手机即将涨价

Core Insights - Lenovo has issued a warning to its North American partners about impending price increases on certain commercial products due to shortages in DRAM and NAND flash memory, effective from March [1] - The price adjustments will affect specific products and configurations within Lenovo's Intelligent Devices Group (IDG) and the Infrastructure Solutions Group (ISG) [1][2] - Lenovo has urged partners to place orders by February 25 to secure current pricing, with a strict deadline for order delivery by February 28 [2] Group 1: Price Increases and Impact - The price increase is primarily driven by memory shortages, with the exact increase yet to be determined [1] - The ISG division will shorten the validity period for price quotes, with internal bids now valid for 14 days and external platform quotes for 30 days [1] - Lenovo has begun re-pricing large backlog orders and has suspended discounts for partners helping to acquire new customers [1] Group 2: Partner Reactions and Market Conditions - Some North American partners have expressed dissatisfaction, viewing the price increase as a way for suppliers to evade responsibility for delayed shipments [2] - Lenovo's North America President confirmed the necessity of adjusting terms and policies regarding order acceptance, pricing, and delivery schedules [2] - The overall cost pressures faced by Lenovo are reflective of broader industry trends, with major OEMs like Dell and HP also expected to raise prices significantly [2] Group 3: Market Forecasts - According to TrendForce, the demand for AI and data centers is exacerbating the global supply-demand imbalance for memory, with DRAM contract prices expected to rise by 90-95% and NAND Flash by 55-60% in Q1 2026 [3] - The increase in component prices is projected to lead to a 14.8% decline in global laptop shipments in Q1 2026, with an annual decrease of 9.4% anticipated for the entire year [3]