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雷军:最近内存涨得太多了
半导体芯闻· 2025-10-24 10:34
Core Viewpoint - The rising prices of memory chips are impacting the pricing of new smartphone products, as highlighted by Xiaomi's recent product launch and statements from its executives [1][2]. Group 1: Product Launch and Pricing - Xiaomi's REDMI K90 series was launched with starting prices of 2599 yuan for K90 and 3999 yuan for K90 Pro Max, which some consumers perceive as too high [1]. - Xiaomi's founder and CEO Lei Jun acknowledged the significant increase in memory costs, urging consumers to understand the company's pricing decisions [1]. Group 2: Memory Chip Price Surge - Major memory chip manufacturers like Samsung and SK Hynix are expected to raise prices of DRAM and NAND products by up to 30% due to increased demand [2]. - The demand for storage chips has surged due to the rapid growth of AI technologies, with AI server storage capacity needs being 8-10 times greater than traditional servers [1][2]. Group 3: Market Trends and Predictions - The AI boom is driving a "super cycle" in the storage chip industry, with Morgan Stanley predicting significant growth [2]. - TrendForce forecasts a quarterly increase of 8% to 13% in general DRAM prices and a 5% to 10% rise in NAND Flash prices in the fourth quarter [2]. - The price increase trend for AI server storage products is expected to continue until 2026, benefiting domestic storage companies through price recovery and domestic substitution [2].
TCL华星供屏,红米K90系列手机发布
WitsView睿智显示· 2025-10-24 10:23
Core Viewpoint - The article discusses the launch of the REDMI K90 and K90 Pro Max smartphones, highlighting their specifications, features, and pricing. Group 1: Display and Design - The REDMI K90 standard version features a 6.59-inch OLED screen with a resolution of 2510 × 1156 and a pixel density of 419 PPI [2] - The Pro Max version has a larger 6.9-inch display with a resolution of 2608 × 1200, supporting a peak brightness of 3500 nits and a low brightness of 1 nit [2] - Both models utilize M10 luminescent materials and support a maximum refresh rate of 120Hz [2] Group 2: Performance - The standard version of the REDMI K90 is powered by the Snapdragon 8 Gen 1 processor, while the Pro Max version features the fifth-generation Snapdragon 8 Gen 1 processor along with a D2 independent graphics chip [4] - Storage configurations include LPDDR5X and UFS 4.1 [4] Group 3: Camera Features - The standard version includes a 50MP main camera, a 50MP telephoto lens (first time featuring a 2.5X telephoto lens), and an 8MP ultra-wide camera, supporting lossless five focal lengths [4] - The Pro Max version boasts a 50MP main camera with a large sensor size of 1/1.31", a 50MP ultra-wide camera, and a 50MP 5X periscope telephoto lens, marking it as REDMI's first phone to support 5X optical zoom and 10X lossless zoom with OIS optical stabilization [5] Group 4: Battery and Charging - Both models are equipped with Xiaomi's Jinsha River battery technology, supporting 100W wired fast charging and 22.5W reverse charging [5] - The standard version has a battery capacity of 7100mAh, while the Pro Max version features a larger 7560mAh battery, also supporting 50W wireless fast charging and 22.5W wireless reverse charging [5] Group 5: Pricing - Pricing for the REDMI K90 starts at 2599 yuan for the 12GB+256GB version, going up to 3999 yuan for the 16GB+1TB version [6] - The REDMI K90 Pro Max starts at 3999 yuan for the 12GB+256GB version and goes up to 5299 yuan for the 16GB+1TB version [6]