英伟达/AMD 显卡大涨价！

芯榜01-25

涨价潮：正波及全产业链2026年初，英伟达全系列显卡正式涨价，AMD同步跟风，旗舰RTX5090涨幅达2.8万元。此轮涨价源于AI需求挤压内存产能，进而蔓延至消费电子全行业，致多品类销量下滑，玩家承压，行业陷入成本与需求的双重困境。点击看：芯片与存储成本飙升，国产服务器市场或迎新一轮涨价潮一、显卡涨价落地：全产品线普涨、RTX 5090涨价惊人2026年初，显卡市场涨价传闻终成现实。据《中时新闻网...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026012518354197a34740&s=b><strong>芯榜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>涨价潮：正波及全产业链2026年初，英伟达全系列显卡正式涨价，AMD同步跟风，旗舰RTX5090涨幅达2.8万元。此轮涨价源于AI需求挤压内存产能，进而蔓延至消费电子全行业，致多品类销量下滑，玩家承压，行业陷入成本与需求的双重困境。点击看：芯片与存储成本飙升，国产服务器市场或迎新一轮涨价潮一、显卡涨价落地：全产品线普涨、RTX 5090涨价惊人2026年初，显卡市场涨价传闻终成现实。据《中时新闻网...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026012518354197a34740&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":"LU2430703251.USD","symbol_name":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) 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5090成为涨价焦点，原厂建议零售价从71990元飙升至99990元，涨幅高达28000元，刷新消费级显卡涨价纪录。同时，英伟达、AMD将大量晶圆产能倾斜给AI专用GPU，消费级显卡产能被压缩30%-40%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","SG9999002232.USD":"Allianz Global High Payout USD","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) 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increase!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDS":0.6,"AMDW":0.6,"AMYY":0.6,"NVDY":0.6,"AMDG":0.6,"NVDQ":0.6,"DAMD":0.6,"NVDD":0.6,"NVD":0.6,"AMDU":0.6,"NVDA":1.95,"AMDD":0.6,"NVD3.UK":0.6,"NVDW":0.6,"3NVD.UK":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"NVDS.UK":0.6,"AMUU":0.6,"NVII":0.6,"NVDU":0.6,"AMD":1.9,"AMDY":0.6,"NVD2.UK":0.6,"NVDX":0.6,"NVDG":0.6,"DIPS":0.6,"NVIW.SI":0.6},"content_text":"涨价潮：正波及全产业链2026年初，英伟达全系列显卡正式涨价，AMD同步跟风，旗舰RTX5090涨幅达2.8万元。此轮涨价源于AI需求挤压内存产能，进而蔓延至消费电子全行业，致多品类销量下滑，玩家承压，行业陷入成本与需求的双重困境。点击看：芯片与存储成本飙升，国产服务器市场或迎新一轮涨价潮一、显卡涨价落地：全产品线普涨、RTX 5090涨价惊人2026年初，显卡市场涨价传闻终成现实。据《中时新闻网》报道，英伟达正式通知厂商上调全系列显卡价格，AMD虽未官宣，但欧美市场已出现15%-20%的涨幅。其中，英伟达旗舰型号RTX 5090成为涨价焦点，原厂建议零售价从71990元飙升至99990元，涨幅高达28000元，刷新消费级显卡涨价纪录。全产品线均受波及：入门级RTX 5050、5060分别从8590元、10990元涨至9990元、12590元；中阶RTX 5060TI、5070涨幅在15%-18%之间；高阶RTX 5070TI、5080分别上涨5000元、7000元。更严峻的是，这仅是原厂指导价，各大厂商自制卡价格预计将进一步攀升，台湾通路商原价屋部分型号已悄悄上涨2000-3000元，玩家成本持续承压。二、涨价根源：AI算力挤压，内存产能失衡此次显卡涨价并非厂商单方面调价，核心推手是AI需求爆发引发的内存产能重构。AI服务器对DRAM的需求量是普通服务器的8-10倍，且HBM内存消耗晶圆量是标准DDR5的3倍以上，三星、SK海力士等巨头将2026年超60%的新增DRAM产能投向HBM，直接挤压消费级显存供给。点击看：三星内存：涨价100%显存成本占显卡总成本的40%以上，GDDR6X/HBM3显存价格飙升带动显卡成本激增。同时，英伟达、AMD将大量晶圆产能倾斜给AI专用GPU，消费级显卡产能被压缩30%-40%。供需双重挤压下，叠加2025年底低价内存合约到期，厂商只能通过涨价转移成本，形成“AI抢产能-内存涨价-显卡提价”的传导链条。Counterpoint：存储价格飙升 50%涨势将延续至 2026 年三、连锁反应：消费电子全行业承压显卡涨价仅是冰山一角，内存短缺已蔓延至整个消费电子领域。此前内存与SSD已历经四轮涨价，1TB SSD价格突破5000元，32G DDR5内存套装售价超1万元（价格又夸张成分，仅供参考）。买内存，送电脑，正在成为现实...汽车、手机等行业亦受波及，瑞银分析显示，若DRAM涨价120%，零组件供应商税前盈利可能下滑5%-6%，极端情况下盈利将缩减至原先的50%。厂商面临艰难抉择：要么自行承担成本牺牲盈利，要么转嫁成本至消费者。这直接导致消费电子需求疲软，IDC与Counterpoint预测，2026年全球智能手机销量将下降至少2%，PC市场萎缩4.9%，游戏主机销量也将下滑4.4%，终结此前的增长态势，行业陷入“涨价-需求萎缩”的恶性循环。四、市场困境：玩家躺平，国产GPU厂商机遇涨价潮下，玩家群体反应两极。刚需设计从业者被迫咬牙买单，而普通游戏玩家多选择躺平，有网友直言“涨价前就买不起，现在直接断了念想”，甚至有人转战手游或坚守旧设备。部分渠道商趁机囤货炒作，热门型号出现限购、捆绑销售现象，进一步加剧市场乱象。行业格局正被重塑，AI算力需求的优先级远超消费电子，这场涨价潮预计将持续至2027年。短期来看，云游戏、集成核显等替代方案或成过渡选择；长期而言，国产GPU厂商或迎来突围机遇，Chiplet封装等技术创新也有望缓解产能压力。2026年，消费电子行业正经历AI浪潮带来的阵痛，市场将在成本压力与技术变革中寻找新平衡。—— 芯榜 ——芯榜成立于 2015 年，是半导体垂直领域的产业媒体与数字化服务平台。全网覆盖超 100 万垂直行业用户，核心提供专业榜单发布、原创访谈、产业报告、峰会活动及研究咨询等服务。已合作近千家半导体生态企业，联动多家基金公司与产业媒体，助力硬科技产业发展。点击看：武汉“十五五”：打造AI之城、低空之城、世界存储之都！重庆 “十五五” ：建设国家汽车芯片基地、培育壮大功率半导体及集成电路！重磅！深圳“十五五”：扩大集成电路产业优势、加强集成电路核心攻关、做大做强电子元器件和集成电路国际交易中心（全文发布）广州“十五五”：全链条支持集成电路！（设计、制造、封测、装备材料）合肥“十五五”：鼓励设备换芯！加快突破集成电路、加快3DDRAM布局、重点发展集成电路设计觉得好看，请点这里↓↓↓","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; 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