存储涨价潮“高烧”不退，第二家手机厂商官宣提价

Core Viewpoint - The smartphone industry is experiencing the largest collective price increase in five years, with major brands like OPPO and vivo announcing price adjustments due to rising storage chip costs [1] Group 1: Price Adjustments - vivo has confirmed a price adjustment for several models under its vivo and iQOO brands, effective March 18, 2026, with an expected overall increase of 10% to 15% [1] - The price increase affects models such as the X300 series, S50 series, and iQOO 15 series [1] - Other major brands, including OPPO and OnePlus, have also announced price hikes, indicating a widespread trend in the industry [1] Group 2: Cost Drivers - The rise in prices is primarily attributed to the uncontrolled increase in storage chip costs, which has seen a cumulative increase of over 300% in the last three months [1] - The cost of 12GB memory and 1TB flash storage has surged from over 200 yuan to nearly 600 yuan [1] - The share of storage costs in the overall BOM (Bill of Materials) has risen from 10%-15% to 30%-40%, with some budget models nearing a 50% loss threshold [1] Group 3: Additional Cost Pressures - In addition to storage, costs for screens, batteries, and chip manufacturing are also on the rise [1] - Increased R&D investments to adapt to AI functionalities are further contributing to the overall cost pressures, which are ultimately passed on to consumers [1] Group 4: Strategic Shifts - Meizu has announced a strategic shift, halting the development of new hardware projects in favor of AI-driven software products [1]