手机厂商再遭暴击：中芯、台积电等芯片代工厂，也要全面涨价

Ofweek光电信息网2025-12-30

今年涨价最猛的电子产品，是内存，年内涨幅平均超过200%。当然像DDR4这种就涨的更猛了，芯片颗粒年内涨幅超过500%。并且，2026年内存还要涨，三星、SK海力士、美光们已经发出了涨价通知。目前像手机厂商、PC厂商们，都已经受不了了，因为对于手机、PC而言，内存是成本较高的元件，一旦涨价，成本上涨太多，只能转嫁给消费者。大家目前对于2026年的销量，已经不太乐观了，因为一旦产品涨价，消费者的消费...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230163653a6e0802a&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年涨价最猛的电子产品，是内存，年内涨幅平均超过200%。当然像DDR4这种就涨的更猛了，芯片颗粒年内涨幅超过500%。并且，2026年内存还要涨，三星、SK海力士、美光们已经发出了涨价通知。目前像手机厂商、PC厂商们，都已经受不了了，因为对于手机、PC而言，内存是成本较高的元件，一旦涨价，成本上涨太多，只能转嫁给消费者。大家目前对于2026年的销量，已经不太乐观了，因为一旦产品涨价，消费者的消费...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230163653a6e0802a&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":"LU1267930813.SGD","symbol_name":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) 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board","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688981":1.92,"00981":1.92,"TSM":1.94,"03145":0.6},"content_text":"今年涨价最猛的电子产品，是内存，年内涨幅平均超过200%。当然像DDR4这种就涨的更猛了，芯片颗粒年内涨幅超过500%。并且，2026年内存还要涨，三星、SK海力士、美光们已经发出了涨价通知。目前像手机厂商、PC厂商们，都已经受不了了，因为对于手机、PC而言，内存是成本较高的元件，一旦涨价，成本上涨太多，只能转嫁给消费者。大家目前对于2026年的销量，已经不太乐观了，因为一旦产品涨价，消费者的消费热情就会减退，那么销量就会受到影响。但没想到的是，内存涨只是第一重，第二重暴击又来了，那就是芯片代工厂，也要全线大涨价了。目前像台积电、中芯国际、联电、三星等，已经发出了涨价通知，不管是台积电的先进工艺，还是中芯国际的成熟工艺，都要涨价。台积电的先进工艺预计涨价3-5%，并且这已经连续4年涨价了。而中芯国际、世界先进等，对于28nm甚至更成熟的芯片，也要涨价10%。成熟芯片涨价，涉及到各种驱动芯片、电源芯片等等，这些在手机中会被大量的使用。而一旦晶圆厂涨价，那么这些芯片厂们，销售给手机厂商们的价格，肯定也会上涨，那么手机厂商们的成本会再次推高。为何芯片代工厂，也要涨价呢？这是多方面的原因造成的，AI、手机、PC、新能源汽车等的需求旺盛，催生了需求的增长，所以厂商们的产能比较紧张，自然就会涨价。其次，目前上游的原材料也涨价了，比如银、铜、金、钯、铂等金属都在涨价，另外四家头部硅片企业联合提价12%，这样导致晶圆厂的成本也在上涨，不得不将压力转嫁给客户。可以预计的是，明年手机厂商们的出厂成本大增，那么出厂价格肯定也会上涨。如果消费者愿意当冤大头，愿意花更高的价格去买单，那么皆大欢喜，上游的厂商们大家都赚钱。但如果消费者不买单，那么上游所有的厂商们，就算涨价又如何，一样赚不到钱，因为所有生产出来的一切芯片或其它产品，最终都要落到消费者这样，要消费者买单的。我估计的是，用户当冤大头的肯定会有，但不多，很多用户不买了，于是市场热情被涨价潮浇灭了，最后一地鸡毛，大家都没赚到钱……","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"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 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