一季度通用DRAM价格涨幅将超55%，终端产品涨价已成定局

中电网01-13

随着人工智能领域对于DRAM需求的爆发式增长，导致DRAM持续供不应求，这已经严重影响到了下游的智能手机、PC等消费类电子品牌厂商，将迫使他们不得对产品进行涨价来应对。市场研究机构TrendForce此前公布的数据显示，由于DRAM原厂大规模将先进制程、新产能转移至服务器、HBM应用，以满足AI服务器的需求，其余市场供给严重紧缩，预计2026年第一季度整体通用型DRAM合约价将环比增长55-60%...

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5的成本预计都达到了280美元。受这些成本上涨影响的公司是智能手机制造商，他们必须在手机规格上做出极端妥协，否则成本上涨将不得不涨转嫁给消费者，从而面临市场需求下滑的风险。此前的相关报道显示，小米、OPPO和vivo智能手机厂商都计划提高新款智能手机的价格来抵消成本的大幅上涨。华硕甚至宣布今年将不会推出新手机，一方面可能是由于手机业务不景气，另一方面可能也是由于存储芯片大涨为其手机业务带来了更大的成本压力。同样，PC大厂联想、惠普、戴尔、华硕都计划在今年一季度对旗下的PC产品涨价，涨幅预计将介于10%至30%之间。除了涨价之外，一些手机厂商也正在考虑对入门级设备恢复4GB内存配置，以避免对产品进行涨价；另一些手机和PC厂商则计划推迟新品更新速度，以减缓DRAM供应紧缺及价格上涨的影响；芯片大厂AMD和英伟达也正在考虑重新启用旧芯片，以应对目前冲击PC生态系统的DRAM短缺和价格暴涨。值得一提的是，PC自主组装（DIY）市场也正在受到DRAM现货市场价格大涨的影响。据外媒wccftech援引X平台用户@harukaze5719 分享的信息显示，目前在韩国零售市场，单条16GB DDR5-5600（CL46）内存模块（非内存套件）售价接近40万韩元，约合270美元；32GB的DDR5-5600（CL46）套件价格在68万-78万韩元之间，约合450至500美元。想购买入门级内存套件的用户，目前英特尔XMP和AMD EXPO的选择价格从73万韩元涨到92.6万韩元，折合大约500-650美元。这些套件甚至不是高端，几个月前人们用的7000-8000 MT/s、64 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