1TB内存价差达4000元，存储涨价“压力棒”递给了手机厂

Core Viewpoint - The article discusses the significant increase in storage component costs impacting smartphone manufacturers, leading to price hikes in mid to high-end models, with some models experiencing price differences of up to 4000 yuan due to storage upgrades [3][4][10]. Price Surge in Storage Components - The cost of storage components accounts for approximately 10%-20% of smartphone hardware costs, resulting in price increases of 100-500 yuan for mid to high-end models [3][7]. - The price of LPDDR4X (4GB) saw a quarter-on-quarter increase of 30.4% in Q3 2025, with other DRAM products also experiencing increases of over 20% [3][10]. - The price difference for various memory specifications in smartphones has widened significantly, with discussions on social media highlighting that storage has become more expensive than gold [4][5]. Market Dynamics and Manufacturer Responses - The price fluctuations in the storage market are primarily driven by the gradual exit of LPDDR4X from the market, leading to increased demand for HBM and SSD products [7][8]. - Manufacturers are adjusting prices of different storage versions to balance costs and profits, with notable price differences between models, such as a 600 yuan increase for the Redmi K90 standard version [8][9]. - Major storage manufacturers like Samsung and SK Hynix plan to raise memory prices further in Q4, with potential increases of up to 30% [10][11]. Impact on Consumer Electronics - The price of DDR4 memory has surged significantly, with 4GB versions increasing by 150% and 16GB versions by 743% from the beginning of the year to November 5 [13]. - The ongoing price increases are expected to persist into the first half of 2026, with potential stabilization in the second half as production capacity increases [13][14]. Strategic Adjustments by Smartphone Manufacturers - Smartphone manufacturers are likely to promote higher-priced flagship models to maintain profit margins, while lower-end models may face challenges due to cost pressures [14][15]. - Some manufacturers are shifting focus to higher-end markets, with brands like realme increasing prices for their GT8 series to around 4000 yuan [15][16]. - The market for smartphones priced between 1000-2000 yuan has decreased by approximately 2.5%, indicating a shift towards higher-end products [15].