半导体行业观察·2025-12-28 02:49Core Viewpoint - The report from Board Channels indicates that GPU prices are expected to rise significantly starting in January 2026, with AMD likely leading the price increases, followed by NVIDIA in February 2026 [1][2]. Group 1: Price Increase Timeline - AMD is anticipated to raise GPU prices as early as January 2026, with multiple price hikes expected in the following months [1][2]. - NVIDIA is expected to follow suit with price increases for its GPUs starting in February 2026 [1][2]. Group 2: Current Market Conditions - The current RDNA 4 product line has a limited number of GPU models, while most previous generation products have reached their end of life (EOL) [2]. - Some brands have already implemented slight price increases in December, while others have chosen to maintain their current pricing [1][2]. Group 3: Cost Factors - The cost of GPU cores and VRAM accounts for nearly 80% of the total cost when delivered to AIB manufacturers, indicating significant pressure on pricing [2]. - The prices of DDR5 and other mainstream DRAM modules have surged, with costs increasing two to four times, which may lead to GPUs being priced at double their MSRP [2]. Group 4: Market Reactions - AIC manufacturers will ultimately decide on price increases, but rising costs of memory modules may compel them to raise GPU prices quickly [3]. - Some brands are already testing the market with premium versions of the RTX 50 series, with prices for models like the RTX 5090 approaching $5000 [3].