每周观察 | 预估1Q26各类存储器产品全面涨价；预估2026年全球MLC NAND Flash产能；三大原厂HBM4产品量产时间；LCD电视面板供需；逆变器…

Group 1 - The core viewpoint of the article indicates that due to the shift of DRAM manufacturers towards advanced processes and new capacities for Server and HBM applications to meet AI Server demand, there will be a significant tightening of supply in other markets, leading to a projected increase in contract prices for Conventional DRAM by 55-60% in Q1 2026 and for NAND Flash by 33-38% [2][3] Group 2 - In Q1 2026, the contract price for Conventional DRAM is expected to rise by 55-60%, while HBM blended prices will increase by 50-55% [3] - The global MLC NAND Flash capacity is projected to decrease by 41.7% in 2026 due to major manufacturers exiting or reducing production, exacerbating supply-demand imbalances [3] Group 3 - The mass production schedule for HBM4 is anticipated to be delayed until the end of Q1 2026 due to adjustments in specifications by NVIDIA and increased demand for previous generation products [6] Group 4 - The supply-demand situation for LCD TV panels is expected to tighten in Q1 2026 due to production cuts by major manufacturers in response to the upcoming Chinese New Year [8] Group 5 - The global installation volume of electric vehicle SiC inverters reached a record high of 8.35 million units in Q3 2025, marking a 22% year-on-year increase, with a penetration rate of 18% [9]