近期，小米集团合伙人、总裁卢伟冰已证实，受内存涨价影响，小米 17 Ultra系列的定价将迎来上调，而且"涨得有点多"。坊间普遍预测小米 17 Ultra的起售 价或将涨价500元，来到6999元。 卢伟冰直言，原本只考虑到处理器成本和相机配置的上涨，但是现在又叠加了内存的涨价，且内存成本涨幅已经远高于前两者，所以这一次定价的压力非常 大的。"小米17 Ultra一定会涨价，并且我觉得要涨得还会有点多"，卢伟冰说道。 这一次，等等党输了？ 随着DRAM厂商供应缩紧，扩充产能又无法在短期内落地，今年下半年，尤其是进入9月后，全球存储芯片迎来疯狂的涨价周期。而上游供应链成本的显著 提高，已对下游消费电子产品造成巨大影响。 据初步梳理，自今年10月以来，小米、OPPO、vivo、荣耀等厂商发布的新机，不同配置较上代机型有100至600元不等的提价。如今多方预测，明年新机定 价更贵几乎已成定局，不乏有分析人士直言，近期发布的所有产品"不涨价就得减配"。 内存暴涨为产品定价带来压力，决非小米"一家之言"。 12月20日，荣耀中国区智慧生活业务部部长林林也在社交媒体发文，详细分析了当前电子行业面临的成本压力。他直言道，现 ...

一场"十年一遇"的内存涨价潮，预计将显著推高智能手机的制造成本。 据追风交易台消息，瑞银12月8日发布的最新全球智能手机调查报告显示，受AI需求挤压，内存行业正进入一个罕见的供应短缺 周期。而内存价格的急剧上涨将不成比例地冲击手机制造商，迫使它们在牺牲利润、提升售价或降低配置之间做出艰难抉择。 这一现状将对2026年的智能手机行业构成严峻挑战，尤其是对利润本就微薄的中低端市场。相比之下，拥有规模和高端产品组 合的头部品牌处境更有利，它们更强的议价能力和更高的利润率，为其提供了缓冲垫。 内存成本飙升：2026年手机厂商最大"逆风" 瑞银的行业调查显示，在强劲的AI需求持续挤压供应的背景下，内存行业正进入一个"十年一遇"的严重供应短缺年份。报告预 计，DDR和NAND的合同价格上涨势头至少会持续到2026年第三或第四季度。 这对智能手机原始设备制造商（OEM）构成了双重挑战：一是确保充足的供应，二是控制不断攀升的成本。 高端市场"尚可应对"，中低端市场"警钟敲响" 对于旗舰和高端智能手机市场，内存涨价的影响虽然存在，但相对可控。 瑞银基于拆解报告和销售数据分析估算，到2026年第四季度，内存成本在旗舰/高端智能手 ...

Core Insights - The article highlights a significant price increase in PC memory products due to ongoing DRAM shortages, with predictions of at least a 20% price hike for new products next year [1][3]. Group 1: Market Dynamics - The shortage of memory is leading to a price surge, with reports indicating that prices have been fluctuating significantly since early October, with instances of prices doubling every ten days [3]. - Major PC manufacturers are currently relying on existing inventory to maintain pricing, but this strategy is becoming unsustainable as they face increasing losses due to rising costs [1][3]. Group 2: Manufacturer Strategies - Memory manufacturers like Samsung and SK Hynix are shifting focus towards high-value products, such as High Bandwidth Memory (HBM), rather than increasing production of PC memory [4]. - This shift in focus means that upcoming devices featuring Intel Panther Lake or AMD Gorgon Point APU will be significantly more expensive than their predecessors [4].

Core Insights - The article discusses the evolution of iPhone memory specifications and the introduction of the new LPDDR6 memory standard, highlighting the differences in memory capacity between standard and Pro models, as well as the implications of the new memory standard for future devices [1][2][33]. Memory Specifications - iPhone models have varying memory capacities, with the iPhone 15 and 15 Plus featuring 6 GB, while the Pro models have 8 GB. The upcoming iPhone 16 series will standardize at 8 GB, and the iPhone 17 Pro models are expected to have 12 GB [2]. - The new LPDDR6 standard, announced in July, will replace the LPDDR5 standard, which has been in use for seven years, indicating a significant upgrade in memory technology [6][11]. LPDDR6 Standard Features - LPDDR6 offers increased frequency and bandwidth while reducing power consumption, with a theoretical peak bandwidth of 32–43 GB/s, significantly higher than LPDDR5 [11][19]. - The architecture of LPDDR6 includes dual sub-channels, allowing for improved data throughput despite a decrease in individual channel width [17][20]. - The new memory standard supports three data transfer modes, enabling bandwidth allocation based on demand, which enhances efficiency in various usage scenarios [24]. Power Efficiency and Stability - LPDDR6 introduces a dual power supply design that allows for lower voltage operation during idle times, contributing to overall power savings [26][28]. - The standard includes enhanced error correction features, such as ECC, which improves stability and reliability, making it suitable for high-demand applications [31][33]. Market Implications - The introduction of LPDDR6 is expected to improve the performance of future devices, particularly in gaming and multitasking scenarios, as well as enhance the capabilities of lightweight laptops [33]. - However, the adoption of LPDDR6 may face challenges due to rising memory prices, which could delay its widespread availability [36].

Core Insights - Samsung has raised the price of DDR5 memory significantly, with a reported increase of up to 60% from September to mid-November, impacting the supply chain and potentially leading to reduced motherboard sales [1][3]. Price Changes - The price of Samsung's DDR5 32GB memory increased from $149 in September to $240 in mid-November, marking a 60% rise. Other memory sizes also saw substantial price increases, with 16GB priced at $136 and 128GB at $1195, while 64GB and 96GB exceeded a 30% increase [3]. Supply Chain Impact - Due to the soaring memory prices, motherboard manufacturers are reportedly halting shipments and delaying new product development. This is a response to concerns that high memory costs will deter consumer purchases, potentially leading to unsold inventory and financial losses [3]. Product Development Delays - NVIDIA's planned release of the RTX 50 Super series graphics cards has been postponed, primarily due to the anticipated increase in memory capacity for these products [4].

Core Viewpoint - The company acknowledges the significant increase in memory prices and expresses hope for understanding from consumers regarding the pricing of the K90 model [1] Group 1 - The company, represented by Lei Jun, responds to concerns about the K90 pricing, indicating that the rise in memory costs has been substantial [1] - Wang Teng, another representative, states that the K90's price is reasonable given the current market conditions [1]

Core Insights - Xiaomi's founder and CEO Lei Jun announced a price reduction for the Redmi K90 standard version, with the 12GB+512GB variant dropping by 300 yuan to a selling price of 2899 yuan, citing high memory price increases as a concern for consumers [1][4] Pricing Strategy - The original price of the 12GB+512GB version was 3199 yuan, and the new price aligns with that of the 16GB+256GB version [4] - The price adjustment was made in response to significant cost pressures from upstream suppliers, which have impacted new product pricing [4] Product Launch - The Redmi K90 standard version was officially launched on October 23, featuring a super pixel display and upgrades in performance, battery life, and multiple functionalities, with a starting price of 2599 yuan [4]

Core Viewpoint - The company expresses concern over the rising costs of memory, which has impacted the pricing of the K90 model, and seeks understanding from consumers regarding this pricing decision [1] Group 1 - The company acknowledges the significant increase in memory prices [1] - The company emphasizes its sincerity in addressing the pricing of the K90 [1]