小米也涨价了！内存压力传导至手机厂商，业界称终端再不涨明年必定亏损

澎湃新闻2025-12-26

存储芯片涨价已经波及到了智能手机。12月25日晚，小米最新发布了旗舰手机17 Ultra，由于存储芯片价格上涨等因素，小米上调了17 Ultra全系列价格。其中，起步存储配置调整为12GB+512GB，起售价定为6999元，较前一代（12GB+256GB）上调500元，而16GB+512GB版本的小米17 Ultra售价为7499元，较上一代同样配置上调了500元，16GB+1TB版本的17 ...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226202215a47bb077&s=b><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>存储芯片涨价已经波及到了智能手机。12月25日晚，小米最新发布了旗舰手机17 Ultra，由于存储芯片价格上涨等因素，小米上调了17 Ultra全系列价格。其中，起步存储配置调整为12GB+512GB，起售价定为6999元，较前一代（12GB+256GB）上调500元，而16GB+512GB版本的小米17 Ultra售价为7499元，较上一代同样配置上调了500元，16GB+1TB版本的17 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226202215a47bb077&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":"LU0348827113.USD","symbol_name":"ALLIANZ RCM CHINA \"AT\" 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Memory pressure is transmitted to mobile phone manufacturers, and the industry says that if terminals do not rise, they will definitely lose money next year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"MIUmain":0.6,"XIACY":1.96,"01810":1.96,"HXXD.SI":0.6},"content_text":"存储芯片涨价已经波及到了智能手机。12月25日晚，小米最新发布了旗舰手机17 Ultra，由于存储芯片价格上涨等因素，小米上调了17 Ultra全系列价格。其中，起步存储配置调整为12GB+512GB，起售价定为6999元，较前一代（12GB+256GB）上调500元，而16GB+512GB版本的小米17 Ultra售价为7499元，较上一代同样配置上调了500元，16GB+1TB版本的17 Ultra则上调了700元，售价为8499元。今年以来，存储芯片价格持续上涨，且供给不足，这给消费电子尤其手机公司带来很大压力。小米集团合伙人、总裁卢伟冰在发布会之前的一次直播中就给新机涨价打预防针，“小米 17 Ultra系列的定价将迎来上调，而且涨得有点多。”卢伟冰坦言，内存价格的显著增长为小米 17 Ultra的定价带来了非常大的压力。他说道，“其实在小米15 Ultra的时候，我都说6499是我们最后一次，那个时候我们完全没有考虑到内存（涨价的因素），只是考虑到处理器成本的上涨和相机配置的上涨，但是今天我们又叠加了内存的（涨价）。内存成本的大幅上涨已经远高于处理器、相机配置成本的上涨。所以这一次我们定价的压力是非常大的。”据IDC的数据，2024年小米手机出货量为1.68亿台，位居全球第三。如此体量的小米应该存储芯片大厂的大客户，但从目前看，小米也无法拿到更优惠的存储芯片。卢伟冰的说法是过去三年AI是爆发式的增长，造成很多产能要去做HPC（高性能计算）。以前手机是整个内存里最主要的一个需求方，但现在高性能的算力需求已经超过手机。卢伟冰判断，2025年到2027年都会是内存成本的上涨年。早前，Vivo旗下电竞手机品牌iQOO产品副总裁罗锋在接受澎湃新闻记者采访时，也回应了存储芯片涨价对产品定价的影响。他表示，存储涨价对整个行业都有影响，已经影响到产品的定价。“对于iQOO来说一个是屏幕，另外一个就是存储，涨价不但影响到新品在首发期的价格，也会影响到后续的全生命周期的，比如大促期间的价格。”罗锋表示，往年大促旗舰产品价格都有比较大的优惠力度，但因为存储价格上涨的原因，导致促销价格下探力度小很多，这导致产品生命周期的销售节奏、备货都受到影响，公司也很难去把控价格趋势，唯一能做的是把产品做到足够好，没有办法去面对行业性的涨价问题。其实，今年9月-10月份，各大厂商的旗舰手机已经上调了一点价格。比如，vivo X200系列全系上涨约300元；OPPO Find X8系列全系上调约200元，荣耀Magic7系列上调约100元。面对存储芯片涨价这一敏感问题，手机企业都选择沉默应对，不愿意公开来谈论存储芯片涨价给公司带来的影响。一位不愿意透露姓名的手机行业人士表示，如果按照目前存储芯片涨价幅度，终端价格又涨不上去的话，那他所在的手机品牌明年肯定亏损。“这是行业性难题，不是哪一家的问题，即便之前有长合约，也总有到期的，新合约可能按照新价格。”他表示。IDC中国研究经理郭天翔接受澎湃新闻记者采访时表示，今年9月-10月各中国厂商新一代的旗舰产品，已经普遍上调价格了，预计明年会继续上调。“但是安卓旗舰产品价格的上升，与苹果产品的价差越来越小，一部分消费者会转向买苹果，根据苹果对于成本的控制和毛利空间，涨价的可能性较小，尤其是在中国市场。”郭天翔表示，华为Mate80的反周期降价，也给了其它安卓旗舰更大的压力。今年11月25日，华为发布新机Mate 80系列，起售价下调800元。存储芯片上涨对不同价位段手机的影响，郭天翔表示，明年中端手机也会上调价格，上调幅度会小于高端产品，但是也会造成一些消费者推迟换机。低端产品的成本压力最大，而且厂商也没有更多的压缩成本的空间，一些厂商会缩减低端产品的产品线和出货量。“对于各手机厂商来说，现在首要做的是需要保证明年的存储供应，其次才是谈价格。即便有的厂商到了谈价格的阶段，也没有实现未来一年长期锁价。预计存储涨价会持续到大概明年上半年，之后会维持一段时间价格，可能要到2027年，新的产能释放以后，才有可能降价。”郭天翔预计，明年手机市场整体规模会缩小，对大品牌影响还好，但对小品牌的生存压力更大。日前，第三方TrendForce集邦咨询认为，2026年全球市场仍面临不确定性，通胀持续干扰消费市场表现，更关键的是，存储器步入强劲上行周期，导致整机成本上扬，并将迫使终端定价上调，进而冲击消费市场。基于此，TrendForce集邦咨询下修2026年全球智能手机及笔记本电脑的生产出货预测，从原先的年增0.1%及1.7%，分别调降至年减2%及2.4%。此外，若存储器供需失衡加剧，或终端售价上调幅度超出预期，生产出货预测仍有进一步下修风险。","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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2594429644","isCrawlerRequest":true}