因存储涨价！宏碁华硕联想小米等笔记本电脑厂均计划上调产品价格

半导体芯情12-17

存储芯片作为笔记本电脑必备的几大件之一，它的成本占比极高，今年的存储涨价过于疯狂，导致笔电厂的产品成本价疯涨，终端价格最近也面临着波动。据透露，由于存储缺货涨价持续，笔电品牌宏碁、华硕近日双双证实，将“适度反映成本”，上调PC价格，此前也有几家笔记本品牌商称产品价格或上涨。宏碁董事长陈俊圣指出，明年Q1产品价格确定与今年Q4不同，但真正挑战在Q2报价；为了抢到更多存储，他已拜访美光，希望拿到更多...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217091831a454794d&s=b><strong>半导体芯情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>存储芯片作为笔记本电脑必备的几大件之一，它的成本占比极高，今年的存储涨价过于疯狂，导致笔电厂的产品成本价疯涨，终端价格最近也面临着波动。据透露，由于存储缺货涨价持续，笔电品牌宏碁、华硕近日双双证实，将“适度反映成本”，上调PC价格，此前也有几家笔记本品牌商称产品价格或上涨。宏碁董事长陈俊圣指出，明年Q1产品价格确定与今年Q4不同，但真正挑战在Q2报价；为了抢到更多存储，他已拜访美光，希望拿到更多...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217091831a454794d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BN29S564.USD","symbol_name":"JANUS HENDERSON BALANCED \"A3\" (USD) 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Acer, ASUS, Lenovo, Xiaomi and other laptop manufacturers plan to raise product prices","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XIACY":1.85,"AAPL":0.9,"MACW.SI":0.6,"03396":0.9,"00992":1.87,"01810":1.85,"LNVGY":1.87},"content_text":"存储芯片作为笔记本电脑必备的几大件之一，它的成本占比极高，今年的存储涨价过于疯狂，导致笔电厂的产品成本价疯涨，终端价格最近也面临着波动。据透露，由于存储缺货涨价持续，笔电品牌宏碁、华硕近日双双证实，将“适度反映成本”，上调PC价格，此前也有几家笔记本品牌商称产品价格或上涨。宏碁董事长陈俊圣指出，明年Q1产品价格确定与今年Q4不同，但真正挑战在Q2报价；为了抢到更多存储，他已拜访美光，希望拿到更多货源。华硕共同执行长胡书宾表示，“品牌商还是要适度反映（成本）”，华硕会依据市场动态变化，决定最适合的（涨价）时机，机动调整产品组合及售价。全球存储芯片价格持续攀升，给终端制造商的利润空间带来显著压力，戴尔率先宣布对旗下多款产品进行大幅调价。据公司内部邮件透露，戴尔已通知员工，由于DRAM内存芯片供应紧张，公司将对“商用产品线”实施全面提价，涵盖其主流笔记本电脑及预装台式机产品。此次调价幅度为品牌近年来最高，部分配置机型的价格预计将上调数百美元。除内存短缺外，大容量存储配置的成本上升也成为推动价格上涨的重要因素。具体调价明细如下：搭载32GB内存的Pro与Pro Max系列笔记本及台式机，价格将上调130至230美元；配备128GB内存的系统涨幅达520至765美元，约合人民币1657元；采用1TB固态硬盘的机型价格上涨55至135美元；Pro 55 Plus 4K显示器价格上调150美元；搭载NVIDIA RTX PRO 500 Blackwell GPU（6GB）的AI笔记本电脑增加66美元；而配备同系列24GB显存版本的机型则上调530美元。11月20日，在联想集团2025/26财年第二财季业绩发布会上，针对近期存储芯片市场供需失衡导致的成本压力，集团董事长兼CEO杨元庆表示，AI技术的快速发展已推动全球对内存、闪存及固态硬盘等关键零部件的需求激增，短期内价格波动难以避免。他表示，包括存储在内的零部件的短缺和价格上涨不会是短期的，预计整个2026年都将维持这一态势。杨元庆解释称，现在AI进入到了深入普惠的阶段，大规模基础设施投资的下一步，将会催生更多终端设备的发展和应用的发展，就像当年互联网基础设施高速成长催生了更多的电脑终端以及互联网应用。这直接反映在零部件市场的需求上，尤其是内存、闪存、固态硬盘等需求剧烈增长，以及带来价格上升。在小米2025年第三季度财报电话会议上，小米总裁卢伟冰谈及存储芯片涨价时表示，提高手机价格无法完全抵消内存成本飙升带来的压力。卢伟冰坦言：“明年大家会看到产品零售价格方面可能有较大幅度上涨，包括小米、友商在内。大家会尽量控制这个上涨幅度，但我相信还是会对大盘有影响”。随着AI对高性能存储的需求猛增，三星等存储芯片巨头将产能转向高带宽内存（HBM）等内存产品，导致手机、计算机和服务器中广泛使用的普通存储供应趋紧，内存价格一路高涨，即便是坐拥万亿美元市值的苹果也难逃全球零部件短缺的冲击。据媒体报道，苹果和供应商签订的DRAM供应协议即将到期，从2026年1月开始，三星和SK海力士将对苹果执行新的DRAM芯片价格政策，苹果不得不加价采购这些芯片。可以预见的是，如果苹果加价采购三星和SK海力士的DRAM芯片，后续将要发布的MacBook M6系列、iPhone 18系列和折叠屏iPhone等新品价格将会上调。存储器被誉为“全球半导体产业风向标”，在半导体市场中占据重要份额。由于行业竞争格局高度集中，其周期波动幅度大于整个半导体行业。回顾历史，存储器的每一轮大周期都与技术革新密切相关。有分析人士表示，本轮上行周期的核心原因，是人工智能技术迭代带来数据总量的指数级跃升，催生了海量‘存力刚需’。今年三季度以来，全球存储芯片市场出现一轮“史诗级”涨价潮。据第三方调研机构数据，存储芯片领域两大主要产品类别DRAM（内存）与NAND Flash（闪存）现货价格9月至今均已累计上涨超过300%。业内人士指出，与以往的涨价潮不同，此轮涨价潮由人工智能发展转向应用中“以存代算”技术兴起推动，且市场缺口在最近一两年内很难补齐。从近期原厂释出的NAND资源来看，512Gb及以上容量的Flash Wafer价格已达三季度同期的两到三倍，短期的、个别的贸易行为并未能改变资源价格继续向上突破的趋势。预期2026年第一季存储器价格将显著上涨，全球终端产品面临艰巨的成本考验，智能手机、笔电产业上修产品价格、调降规格，销量展望再度下修已难避免。2025年第二季度中国大陆PC市场：表现强劲，出货量达1020万台，同比增长12%。AI和国补政策成为推动该季度销量大增的重要因素。联想领跑PC市场，独占三分之一份额。AIPC（AI PC）领域迎来爆发式增长，2025年第二季度AIPC出货量占整体PC市场的28%。销量回暖或许是原厂门涨价的底气。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2592951402","isCrawlerRequest":true}