存储暴涨!玩家自救
半导体行业观察·2026-01-01 01:26

Core Viewpoint - The article discusses the significant increase in storage prices and the resulting impact on various consumer electronics, leading to a surge in prices for gaming consoles, laptops, and smartphones due to supply chain disruptions and heightened demand from AI applications [1][2]. Group 1: Impact on Consumer Electronics - By the end of 2025, global storage module prices are expected to have more than doubled compared to the beginning of the year, affecting various consumer devices [1]. - Gaming consoles and graphics cards are among the first to be impacted, with predictions of a price increase of 10% to 15% within the next one to two years [1]. - Laptop brands like Lenovo, Dell, and HP are forecasting a price increase of 15% to 20% by the second half of 2026 due to rising assembly costs [2]. - Xiaomi's upcoming flagship smartphone, the Xiaomi 17 Ultra, will also see a price increase attributed to high storage costs and supply instability, with IDC predicting an overall average price increase of 3% to 8% in the smartphone market [2]. Group 2: DIY Solutions and Consumer Adaptation - Some DIY enthusiasts are opting to assemble their own RAM modules as a response to rising prices, with reports of individuals successfully creating DDR5 modules at a cost comparable to market prices [3]. - Discussions on forums highlight the challenges of DIY storage solutions, particularly in sourcing stable chip components, indicating a community effort to explore low-cost upgrade options [4]. - As not everyone can assemble RAM, many consumers are choosing to maintain their existing devices, with a trend towards recycling old components and sharing upgrade strategies within communities [5]. Group 3: Market Adjustments and Consumer Behavior - The trend of extending device lifespans is becoming common among consumers, with companies like Framework promoting modular laptops that allow for easy upgrades and repairs [6]. - The article notes that while individual DIY solutions may not resolve the overall supply-demand imbalance, they reflect a broader consumer shift towards self-sufficiency in the face of resource scarcity [6].

存储暴涨!玩家自救 - Reportify