实探华强北丨“一天几个价”！内存条炒成“黑金条”

Core Viewpoint - The article discusses the significant price increase of storage products, with some prices doubling or even tripling since April 2023, driven by supply shortages and rising demand, particularly from the AI sector [1][2][10]. Price Trends - Various storage products have seen dramatic price increases, with some memory modules rising from around 1,000 yuan to 4,200 yuan, marking a threefold increase [4]. - The price of 16GB DDR4 memory modules has more than doubled from under 200 yuan to over 400 yuan since the beginning of the year [6]. Market Dynamics - The surge in storage prices is attributed to a supply-demand imbalance, primarily influenced by the expansion of AI data centers, which has significantly increased the demand for storage chips [10]. - Major tech companies like Alibaba and Microsoft are investing heavily in AI infrastructure, further driving demand for high-capacity storage solutions [10]. Impact on Consumer Electronics - The rising costs of storage components are affecting the prices of consumer electronics, leading to a noticeable decline in orders for assembled computers and increased prices for new smartphones [13]. - For instance, the price difference for the Redmi K90 series smartphones has increased by 600 yuan due to rising storage costs, prompting manufacturers to either raise prices or reduce storage configurations [13]. Opportunities for Domestic Manufacturers - The current shortage in the storage market presents a valuable opportunity for domestic manufacturers to capture market share as global competitors reduce their presence [14]. - The low domestic market penetration of NAND and DRAM products indicates potential growth for local firms through technological advancements and product iterations [14].