显卡价格或迎新一轮疯涨，AMD、英伟达将相继提价

爱集微2025-12-28

近日，据Board Channels最新报告，全球显卡市场即将迎来新一轮价格大幅上涨，最早下月GPU价格就将上调，且未来几个月可能几乎每月都会涨价，这一消息引发了行业广泛关注。过去一段时间，GPU市场已零星出现涨价迹象，进入2026年，涨价将在全球大范围发生。AMD和英伟达均计划大幅提高GPU价格，此前具体涨价时间一直未明确，如今计划逐渐清晰。Board Channels指出，两家公司都将在...

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Channels指出，两家公司都将在2026年开始上调GPU价格。目前距离2026年仅剩几天，预计AMD将率先行动。其新一代产品线历经较长时间才逐步稳定，原本RX 9070 XT旗舰卡价格刚接近官方建议零售价（MSRP），但很快可能重回更高价位。报道称，面向AIB（板卡厂）品牌的AMD GPU可能在2026年1月迎来首轮涨价，并在接下来几个月内多次上调；而英伟达面向AIC（加装卡）品牌的GPU预计从2月开始涨价。在12月期间，部分品牌已进行小幅提价，部分品牌按兵不动，1月是否执行涨价将由各家AIC厂商自行决定。目前RDNA 4产品线的GPU型号数量有限，大多数上一代产品已进入EOL（生命周期终止）。AMD计划在2026年1月提高价格，英伟达预计次月跟进，这意味着RX 9000系列和RTX 50系列显卡在未来两个月内都将变得更贵，且涨价不会停止。Board Channels表示，未来几个月，两家公司可能几乎每个月都会上调一次GPU价格。目前尚不清楚具体涨幅，但GPU核心 + 显存（VRAM）本身成本在交付给AIB厂商时，就已占到整卡成本的近80%。与此同时，DDR5以及其他主流DRAM模块价格快速上涨，内存成本出现两到四倍甚至三到四倍的增长。在这种情况下，显卡售价可能会达到MSRP的两倍。该消息源还指出，是否涨价最终由AIC厂商决定，但如果AMD和英伟达向它们提供的显存模块价格已经上涨，AIC几乎别无选择，只能尽快提高显卡售价。一些品牌已经开始通过销售溢价版本的RTX 50系列来“试水”，因此看到RTX 5090售价接近5000美元，也并不令人意外。此次AMD和英伟达的涨价计划，无疑将给显卡市场带来巨大冲击。对于消费者而言，购买显卡的成本将大幅增加；对于行业来说，可能会影响显卡的销售量和市场格局；投资者也需密切关注这一动态，评估其对相关公司股价的影响。目前，显卡市场各方都在关注着这一涨价趋势的进一步发展。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","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; 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