如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自 3C 科技 Android旗舰手机为何越来越贵？有些品牌更是年年调涨，这背后的原因之一恐怕是昂贵的高通芯 片。 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 推荐阅读 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一定会胜出 全球市值最高的10家芯片公司 喜欢我们的内容就点 "在看 " 分享给小伙伴哦~ 对Android品牌来说，这波成本压力势必得面临抉择，自己吸收成本以维持价格优势，或者牺牲手 机其他规格，甚至是选择涨价。由于高通最新芯片涨幅过大，外界大多认为，接下来的Android旗 舰手机很难不涨价。值得注意的是，小米近日发布的小米17系列采取「加量不加价」策略，目的是 跟苹果对标。 外界盛传，高通有意释出部分订单回头跟三星重新合作，正在评估三星的2奈米制程，为的就是希望 有 更 多 筹 码 和 台 积 电 谈 判 。 回 顾 近 年 价 格 变 化 ， 若 将 高 通 Snapdragon ...

Core Viewpoint - Micron Technology is set to increase prices of its storage products, including DDR4, DDR5, LPDDR4, and LPDDR5, by 20%-30% due to supply shortages and market conditions [2][3][17]. Price Increase Announcement - On September 12, it was reported that Micron would raise prices for its storage products by 20%-30% [2]. - Following SanDisk's announcement of a 10% price increase, Micron notified its channels that all DDR4, DDR5, LPDDR4, and LPDDR5 products would stop quoting prices, with all agreements canceled for a week [3][5]. - The price increase is not limited to consumer and industrial storage products; automotive electronics are expected to see a 70% increase [4]. Market Reactions - After the price increase announcement, distributors began to halt quotations, leading to price hikes and a cautious trading environment [9][10]. - Some distributors reported that the price of 16GB industrial-grade DDR4 has risen approximately 30% from around $21 to over $27, while 8GB prices remain stable at around $7 for commercial-grade and $9 for industrial-grade [11]. Historical Context - The price of DDR4 has seen significant fluctuations, with increases of 150%-400% following Micron's previous production halt announcement in June [13]. - Prices for 8GB DDR4 rose from $1.15-$1.25 in late 2022 to over $8 after the production halt announcement [14]. Possible Reasons for Price Increase - The price hike is attributed to supply-demand imbalances, as Micron has shifted production capacity towards higher-margin products, leading to shortages in traditional DRAM [17]. - There are speculations that the price increase may align with Micron's upcoming financial report, which is expected to exceed market expectations due to increased sales and prices of DRAM and NAND products [19][20]. Market Outlook - The market is currently in a state of observation, with questions about whether the price increases are genuine or a strategic move by major storage manufacturers [21].

Core Viewpoint - The DDR4 memory market is experiencing a significant price surge due to major manufacturers exiting the DDR4 market, leading to a buying frenzy among OEM/ODM companies to secure DDR4 supplies. The current prices have exceeded those of DDR5, marking a notable shift in the market dynamics [1][2]. Price Surge - DDR4 spot prices have seen a dramatic increase, with daily price hikes nearing 8%, a level not observed in the past decade. The latest prices for DDR4 8Gb and 16Gb modules have surged significantly, with 8Gb modules reaching an average price of $3.775 and 16Gb modules at $8.2 [2][3]. Historical Price Comparison - Since June, the price of DDR4 8Gb modules has risen from an average of $2.73 to $3.775, marking a 38.27% increase in just half a month. Over the current quarter, prices have increased by approximately 132% from $1.63 [3][4]. Profitability Outlook - Current DDR4 prices are approaching levels seen in the first quarter of 2022, where companies like Nanya Technology and Winbond reported substantial profits, with gross margins of 43.9% and 48.6%, respectively [5][6]. Supply Constraints - Major manufacturers are gradually ceasing DDR4 production, leading to limited supply. This has resulted in a rush to purchase DDR4, particularly for industrial control applications where redesigning is challenging. Nanya Technology and Winbond are positioned to benefit from this price surge, with Nanya's DDR3 and DDR4 products accounting for over 80% of its revenue [7][8]. Future Prospects - Nanya Technology's DDR4 products have received positive feedback from several module manufacturers, and there is an expectation of increased shipments, which could help reduce inventory and potentially turn losses into profits by the fourth quarter [8][9].