头部手机品牌被曝将再涨价，3月后新机均价或上调25%

Group 1 - The core viewpoint of the articles indicates a significant price increase in smartphone memory and storage chips, with costs rising over 80% compared to the same period last year, leading to a collective price adjustment among major smartphone brands in March 2026 [1] - Major smartphone brands such as OPPO, OnePlus, vivo, Xiaomi, iQOO, and Honor are expected to initiate a price adjustment, marking the largest and most significant price increase in the smartphone industry in five years [1] - Counterpoint Research forecasts that the average price of new smartphones in the Chinese market will increase by 15% to 25% compared to similar models in 2025 after March [1] Group 2 - The PC industry is also anticipated to experience a price increase, with major OEMs like Dell, Lenovo, HP, and HPE expected to raise server costs by approximately 15% and PC prices by about 5% [2] - Lenovo has reportedly issued a public notice in North America regarding price increases for commercial products, including PCs, tablets, and smartphones, urging customers to place orders before the price hike [2] Group 3 - The surge in chip prices is primarily driven by the demand from AI servers, with memory prices experiencing a record increase of 80% to 90% as of the first quarter of 2026 [3] - The price of NAND flash memory has also risen by 80% to 90%, contributing to a comprehensive price increase across all categories and segments in the market [3] - Analysts suggest that OEMs may need to adapt their procurement strategies and focus on high-end models to justify higher product pricing due to rising component costs and weakening consumer purchasing power [3] Group 4 - There is a divergence of opinion in the market regarding the sustainability of the price increases, with some industry insiders speculating that a significant drop in memory prices could occur as early as the second half of 2026 [4] - Analysts predict that the memory industry will reach unprecedented profit levels, with DRAM operating profit margins hitting 60% in Q4 2025, and expectations for Q1 2026 to exceed historical peaks [4] - The current stability in the memory market may be deceptive, as a potential downturn could lead to even more severe market conditions [4]