PC终端全面涨价几乎成定局！存储芯片是最大因素

半导体芯情2025-12-31

由于存储芯片的价格暴涨，电脑原厂产品也开始扛不住了，纷纷涨价。12月31日，据华硕官网信息，PC大厂华硕向客户发出公告称，2026年1月5日起即将调整部分产品价格，主要原因是多项关键零部件成本急剧上升，尤其是DRAM以及NAND、SSD涨幅过于惊人，迫于成本压力下，华硕只能随之调涨产品价格。华硕公司在函件中指出，此举是在长期承担成本压力并积极应对市场变化后做出的审慎决定，旨在保障产品的稳定供应，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260101011534a6e65b01&s=b><strong>半导体芯情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>由于存储芯片的价格暴涨，电脑原厂产品也开始扛不住了，纷纷涨价。12月31日，据华硕官网信息，PC大厂华硕向客户发出公告称，2026年1月5日起即将调整部分产品价格，主要原因是多项关键零部件成本急剧上升，尤其是DRAM以及NAND、SSD涨幅过于惊人，迫于成本压力下，华硕只能随之调涨产品价格。华硕公司在函件中指出，此举是在长期承担成本压力并积极应对市场变化后做出的审慎决定，旨在保障产品的稳定供应，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260101011534a6e65b01&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":"LU1770036033.HKD","symbol_name":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) 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Memory chips are the biggest factor","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"00992":1.87,"HPQ":0.9,"01810":0.9,"MIUmain":0.6,"LNVGY":1.87,"HXXD.SI":0.6},"content_text":"由于存储芯片的价格暴涨，电脑原厂产品也开始扛不住了，纷纷涨价。12月31日，据华硕官网信息，PC大厂华硕向客户发出公告称，2026年1月5日起即将调整部分产品价格，主要原因是多项关键零部件成本急剧上升，尤其是DRAM以及NAND、SSD涨幅过于惊人，迫于成本压力下，华硕只能随之调涨产品价格。华硕公司在函件中指出，此举是在长期承担成本压力并积极应对市场变化后做出的审慎决定，旨在保障产品的稳定供应，维持一贯的品质与服务水平，同时支持客户在关键IT投资方面的长期布局。此前，全球市场份额领先的联想已向客户发出通知，将对其全线产品进行价格调整。根据目前主要品牌厂商透露的调价计划，联想覆盖范围最广，涉及全部产品线，而戴尔与华硕则先行针对部分产品组合进行策略性调价。华硕联席首席执行官胡书宾此前指出，华硕早就拉长备货周期，有四个月安全库存，对第四季营运影响有限。但他也坦言，“会在适度状况下，调整产品价格。”宏碁首席运营官高树国此前表示，对存储涨价、缺货问题，宏碁有应对措施，若涨势不可挡，期待也能反映在终端产品价格上。技嘉也表示，一个季度内存储库存无太大问题，将与合作伙伴密切沟通应对之策及长期规划维持库存。广达则表示，存储供货确实吃紧，但自家代工业务不受冲击。因为存储的价格与供货，均由品牌厂与存储厂洽谈，涨价能反映给品牌客户，代工不受影响。和硕也指出，存储影响取决于客户，对和硕影响不大。此外，包括惠普、宏碁在内的其他主要厂商也已形成调价共识。预计自2026年1月起，各大PC制造商将陆续按照调整后的价格执行出货，新一轮行业性价格变动即将全面展开。联想 CFO 郑孝明接受采访时表示，联想目前持有的组件库存比平时高出大约 50%。眼下，随着全球疯狂建设配备先进硬件的 AI 数据中心，各家公司正抢购内存，这推高了消费电子制造商的成本，但联想也看到机会，希望借助其库存优势获利。\" 价格涨得非常非常快，我认为这种 AI 需求驱动的涨幅是前所未有的。\" 郑孝明表示。他补充称，公司已签订长期合同并拥有规模优势，\" 谁掌握了供应，谁就能在市场中占据一席之地 \"。在之前的业绩说明会上，谈及存储供应短缺以及价格上涨，联想集团董事长兼 CEO 杨元庆表示，短缺和价格上涨不会是短期的，可能明年都会保持现状。存储芯片的价格波动影响的不只是电脑，对于手机产品影响一样很大。从个别产品来看，2025年智能手机存储器价格上扬主要由DRAM带动。2025年第四季 DRAM合约价格对比去年同期上扬逾75%，以存储器占整机BOM cost约10~15%估算，2025年该成本已被垫高8~10%。随着DRAM及NAND Flash合约价格仍持续攀升，预估明年整机BOM cost将在今年的基础上再提升约5~7%。现货市场方面，存储芯片价格一样涨幅巨大。“这几天从厂家以及供货渠道看，产品价格已经上调，提货价格已上涨两三百元。所有的PC产品都在涨价。带独立显卡的产品涨幅更明显。在参加厂家培训时，对方已经告知，年底到年后，产品一定会涨价。”一位华强北的电脑渠道的销售人员对笔者说道。到底现在的内存涨价有多疯狂呢？以16G的三星5代笔记本内存条为例，该产品今年9月在京东商城的价格为380多元，近期涨到了799元。针对存储芯片价格波动对终端市场的影响，中信建投认为，存储涨价向终端传导，消费电子厂商以涨价或降配应对，市场销量在未来或将承压。多家消费电子厂商近期陆续启动产品涨价或配置调整。根据中国闪存市场报道，多家线上销售渠道信息显示，小米多款在售平板电脑价格出现上调，涨幅在100—200元不等。PC市场亦开始跟进。戴尔计划对商用产品价格进行全面调整，涨幅区间在10%—30%，具体幅度视合约而定。整体来看，各大厂商陆续上调价格或下调产品配置，表明存储器价格大幅上涨所带来的成本压力已实质性向终端传导，消费电子销量阶段性承压难以避免，行业资源与定价能力或进一步向具备规模与供应链优势的头部品牌集中。存储在涨了快一年后，今日存储价格仍然坚挺。据集邦数据，12月31日，国际DRAM颗粒现货价格整体上涨，DDR5部分颗粒涨幅相对明显，具体来看，DDR5 16G (2Gx8) 4800/5600今日上涨2.62%，均价29.329美元；DDR4 8Gb (512Mx16) 3200涨幅2.68%，均价18.790美元。存储产品涨价是把双刃剑，对终端的需求抑制也是有的。由于厂商正在调整产品结构，向高端产品倾斜，并引导终端客户往高端方向发展。例如，美光和SK海力士计划于2025年底停止接收LPDDR4X新订单，市场预期三星将在2026年逐步停产，国内厂商产能也向LPDDR5X倾斜。低端的终端产品出货量下滑是大概率事件。当然，存储涨价与AI需求增长相关，导致部分终端产品需求变化。例如，数据中心HDD供应短缺促使部分客户转向企业级SSD存储，服务器NAND市场需求明显增加。总之，存储涨价对终端产品的影响是多方面的，涉及价格、毛利、产品结构和市场需求等多个层面。随着AI基础设施建设热潮的持续，预计存储产品价格将继续上涨，对终端产品的影响也将进一步显现，届时，终端产品出货量出现两极分化，也不是什么稀奇事。","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,"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":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":"4.42.0","shortVersion":"4.42.0","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/2600703404","isCrawlerRequest":true}