“手機(jī)將全面漲價(jià)”，沖上熱搜

當(dāng)前，存儲(chǔ)芯片成本的上漲正引發(fā)連鎖反應(yīng)，這一影響已波及手機(jī)行業(yè)，相關(guān)話題登上熱搜。

China's leading smartphone brands are preparing for what could be the industry's largest collective price increase in nearly five years, after memory and storage chip costs surged more than 80 percent year on year, according to supply chain sources, reported Cailianshe.

據(jù)財(cái)聯(lián)社消息，供應(yīng)鏈最新信息顯示，繼2024年下半年觸底反彈后，手機(jī)內(nèi)存及存儲(chǔ)芯片價(jià)格已連續(xù)多個(gè)季度保持上漲趨勢(shì)，2026年伊始漲幅進(jìn)一步擴(kuò)大。

Industry data released today show that after bottoming out in the second half of 2024, prices for mobile DRAM and NAND flash chips have risen for several consecutive quarters, with the pace of increases accelerating at the start of 2026.

多位產(chǎn)業(yè)鏈人士證實(shí)，當(dāng)前智能手機(jī)存儲(chǔ)芯片采購成本較去年同期已上漲超過80%，且仍未見放緩跡象。受此成本壓力傳導(dǎo)，據(jù)渠道及ODM廠商透露，OPPO、一加、vivo、小米、iQOO、榮耀等多家頭部手機(jī)品牌已擬定于3月初啟動(dòng)新一輪產(chǎn)品價(jià)格調(diào)整。這將是近五年來手機(jī)行業(yè)規(guī)模最大、漲幅最為顯著的一輪集體調(diào)價(jià)。

Procurement costs for smartphone memory chips have climbed more than 80 percent compared with the same period last year, with no signs of easing.

Under mounting cost pressure, several top smartphone makers — including OPPO, OnePlus, vivo, Xiaomi, iQOO and Honor — are expected to launch a new round of product price adjustments in early March, according to channel partners and original design manufacturers.

If implemented, the move would mark the most significant coordinated price hike in China's smartphone market since 2021, both in scale and magnitude.

隨著內(nèi)存成本的頻繁波動(dòng)，2026年中國手機(jī)市場(chǎng)或?qū)⒚媾R歷史上首次一年內(nèi)多次上調(diào)價(jià)格的局面。

Industry insiders warn that continued volatility in memory pricing could lead to multiple price increases within a single year — a scenario unprecedented in the modern Chinese smartphone market.

從主流品牌調(diào)價(jià)情況來看，國內(nèi)廠商的近期發(fā)布的紅米K90系列、iQOO 15等新款機(jī)型較上一代漲價(jià)100-600元不等，聯(lián)想、OPPO等品牌的中端機(jī)型也普遍上調(diào)售價(jià)，部分機(jī)型漲幅達(dá)20%。

不過有數(shù)碼博主表示，手機(jī)漲價(jià)的原罪并非存儲(chǔ)，而是全供應(yīng)鏈材料集體漲價(jià)所致。

Analysts say the sharp rebound in chip prices reflects tighter global supply and recovering demand across consumer electronics, underscoring how upstream semiconductor cycles continue to ripple through retail markets.

REDMI產(chǎn)品經(jīng)理微博發(fā)文

千元機(jī)正在消失？

TrendForce集邦咨詢2026年2月的數(shù)據(jù)顯示：近三個(gè)月手機(jī)存儲(chǔ)芯片現(xiàn)貨價(jià)格累計(jì)上漲超過300%。

1TB閃存芯片的成本，從2025年的200多元，漲到了現(xiàn)在的近600元，直接翻了兩倍多。12GB LPDDR5X內(nèi)存的成本從200元漲到近600元，256GB UFS4.0閃存漲幅80%-90%。

內(nèi)存，這個(gè)曾經(jīng)被視為“白菜價(jià)”的零部件，如今成了手機(jī)行業(yè)最昂貴的“奢侈品”。

去年這段時(shí)間的手機(jī)市場(chǎng)出現(xiàn)了一個(gè)詭異的景象：旗艦機(jī)依然在卷影像、卷AI、卷屏幕，發(fā)布會(huì)一場(chǎng)接一場(chǎng)，噱頭一個(gè)比一個(gè)足。而千元機(jī)市場(chǎng)卻是靜悄悄的。

有分析機(jī)構(gòu)預(yù)測(cè)，2026年中國手機(jī)市場(chǎng)出貨量將下降2.2%。但這背后，不是消費(fèi)者不想換機(jī)了，而是大量中低端需求的被動(dòng)萎縮。

有不少剛需網(wǎng)友直呼：換不起。

也有人非常淡定：

這波漲價(jià)潮，你怎么看？

來源：中國青年報(bào) 上海日?qǐng)?bào) 財(cái)聯(lián)社 新浪科技 九派新聞 電腦報(bào) 海報(bào)新聞

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