存储芯片价格上涨，手机厂商调价，新品手机平均售价或上涨15%至25%→

Core Viewpoint - The rising prices of storage chips are forcing smartphone manufacturers to adjust their product prices, marking a significant shift in the industry dynamics and potentially leading to a restructuring of the market landscape [2][3][4]. Group 1: Price Adjustments and Market Impact - OPPO announced a price adjustment for some of its released products starting March 16, 2026, due to rising costs of key smartphone components, including high-speed storage hardware [2]. - Multiple smartphone brands are expected to follow suit with price increases, marking the largest and most significant price adjustment in the smartphone industry in the past five years [2]. - Counterpoint Research predicts that the average selling price of new smartphones in the Chinese market will increase by 15% to 25% compared to models from 2025 [2]. Group 2: Storage Chip Price Trends - As of January 2026, the prices of major storage chips, DRAM and NAND flash, reached their highest levels since 2016, with some DDR4 8Gb chips seeing a price increase of 369% from their 2025 lows [3]. - The ongoing demand for AI server computing power is expected to keep the global storage chip market in a supply-demand imbalance, leading to continued price increases that will affect consumer electronics [3]. - The cost of storage chips is becoming a larger portion of smartphone manufacturing costs, with the BOM cost for devices like the iPhone 17 Pro Max seeing an increase in storage chip cost share from 8% in 2020 to over 10% in 2025 [3]. Group 3: Challenges for Mid-Range and Budget Smartphones - The price increase of storage chips is particularly challenging for the budget smartphone market, with some manufacturers like Meizu facing difficulties in maintaining product commercialization due to soaring memory prices [4]. - Analysts suggest that mid-range and budget smartphone manufacturers may respond to rising storage costs by reducing specifications or scaling back production, as the cost of storage now accounts for nearly 30% of their overall costs [4]. - The current market dynamics are accelerating a reshaping of the industry, with leading manufacturers leveraging supply chain advantages to better manage costs and maintain resilience [4]. Group 4: Opportunities for Domestic Manufacturers - This situation presents a window for domestic smartphone manufacturers to upgrade their business models by focusing on chip self-research, system-level power optimization, and value-added software services [5]. - If the mid-range market contracts excessively, it could lead to a service gap for foundational user groups, prompting manufacturers to explore differentiated storage configurations and cloud computing solutions to alleviate cost pressures while maintaining user experience [5].