英伟达、AMD本月起或涨价，5090两千美元变五千

机器之心01-04

机器之心编辑部GPU 涨价看来正在变成定局。据一些科技媒体及供应链报告，英伟达、AMD 将在 2026 年初上调 GPU 价格。来自 Board Channels、Wccftech 等消息源的报道称，英伟达、AMD 计划在未来几个月内对旗下的在售 GPU 逐步涨价。其中 AMD 预计在 1 月份开始上调价格，英伟达预计在 2 月份涨价。预计此次涨价将首先影响部分消费级 GPU，如英伟达的 ...

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逐步涨价。其中 AMD 预计在 1 月份开始上调价格，英伟达预计在 2 月份涨价。预计此次涨价将首先影响部分消费级 GPU，如英伟达的 GeForce RTX 50 系列和 AMD 的 Radeon RX 9000 系列。英伟达的旗舰 GPU 产品 RTX 5090 于 2025 年 1 月发布，官方建议售价为 1999 美元，但预计今年的实际价格将飙升至 5000 美元。以此开始，涨价很可能涵盖两家公司的所有产品线，不仅包括消费级 GPU，还包括用于 AI 数据中心和服务器的 GPU。消息人士透露，显卡厂商何时想要提高 GPU 价格取决于他们自己。但很明显，如果他们从 AMD 和英伟达那里以更高的价格采购包含显存的模块，他们将别无选择，只能尽快提高 GPU 价格。显然，此次提价的驱动因素是 GPU 成本结构中内存占比的快速增长。由于最近几个月来 GPU 内存价格飙升，维持现有 GPU 价格已十分困难。一位业内人士解释说：“最近，内存成本在 GPU 整体制造成本中的平均占比已超过 80%。”比如 RTX 5070 Ti 上搭载的 16GB GDDR7 内存，其采购成本已经从 2025 年 5 月的 65-80 美元，涨到了 12 月的 210-260 美元。英伟达及其合作伙伴（华硕、微星、七彩虹等）在 2025 年上半年执行的是 2024 年底签下的长协合同。当时显存价格还处于合理区间，因此 RTX 5070 Ti 能以 749 美元左右的官方建议零售价平稳上市。然而，绝大多数旧合约在 2025 年底到期（英伟达的合同截止到今年 1 月，AMD 的合同截止到去年 12 月）。厂商在续签 2026 年采购协议时，面临的是已经翻了数倍的现货价格。在科技公司对于 AI 芯片的旺盛需求推动下，内存生产商三星和 SK 海力士正在将原本属于 GDDR7 的生产线改造，用于生产利润更高的 HBM4（用于 Blackwell Ultra AI 芯片）。类似的，AI 数据中心使用的 GPU 也是通过长期合同供应的，而内存价格的上涨可能会反映在 2026 年签订的新合同上。英伟达旗舰级 AI GPU H200 的售价在 3-4 万美元之间，预计今年价格还会进一步上涨。每块 H200 都包含六颗第五代高带宽显存（HBM3E）。由于内存的涨价，今年的笔记本电脑整机价格也可能会面临调整，一些反向升级的 8GB 机型将会上市，16GB 及以上内存的机型价格将大幅上涨。研究机构 TrendForce 表示，DRAM 内存供应非常紧张，以至于各大品牌正在重新设计产品线并提高价格以保护库存。最近的反应来自华硕。根据官方声明，其将于 1 月 5 日起上调部分产品价格，理由是人工智能需求推动 DRAM 和存储成本上涨。虽然华硕尚未透露具体涨幅，但可以观察类似的情况：戴尔此前已宣布涨价 30%。参考内容：http://www.boardchannels.com.cn/thread-130155-1-1.htmlhttps://mobile.newsis.com/view/NISX20251229_0003458273https://wccftech.com/amd-and-nvidia-are-expected-to-hike-gpu-prices-early-2026/","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":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like 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