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小米总监警告存储涨价:明年成本预估“有点惊悚”
Guan Cha Zhe Wang· 2025-11-05 06:17
Core Insights - The recent surge in storage component prices is significantly impacting the cost structure of industries such as mobile phones [1] - The explosive demand from the AI sector is driving a strong increase in market demand for NAND and DRAM flash memory, leading to rapid price hikes [1] - Major manufacturers like SK Hynix and Samsung have informed clients of potential price increases of up to 30% for DRAM and NAND flash memory by Q4 2025 [1] - The pressure from rising storage costs is already affecting brands like Xiaomi, with executives expressing concerns over the alarming cost forecasts [1] - Xiaomi's product manager has indicated that the increase in storage costs is exceeding expectations and is expected to worsen [1] Company Statements - Xiaomi's CEO Lei Jun has publicly acknowledged the significant price increases in memory components and has requested understanding from consumers regarding the company's pricing decisions [2]