第一波存储涨价的手机受害者出现了

第一财经01-30 12:19

2026.01.30本文字数：1354，阅读时长大约2分钟作者 |第一财经李娜全球存储芯片价格持续走高，智能手机厂商开始率先感受到成本涨价带来的“寒意”。1月29日晚，深圳传音控股股份有限公司（688036.SH）发布2025年年度业绩预告，预计全年实现营业收入约655.68亿元，同比下降约4.6%；归属于母公司股东的净利润约25.46亿元，同比大幅下降54.11%。这也是该公司上市以来首次出现...

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|第一财经李娜全球存储芯片价格持续走高，智能手机厂商开始率先感受到成本涨价带来的“寒意”。1月29日晚，深圳传音控股股份有限公司（688036.SH）发布2025年年度业绩预告，预计全年实现营业收入约655.68亿元，同比下降约4.6%；归属于母公司股东的净利润约25.46亿元，同比大幅下降54.11%。这也是该公司上市以来首次出现净利润“腰斩”。传音在公告中称，受供应链成本上升影响，存储等元器件价格上涨较多，对产品成本和毛利率造成一定影响，导致报告期内公司整体毛利率出现下滑态势，叠加销售费用和研发投入增加，拖累了整体盈利表现。截至30日午间收盘，传音控股股价为57.79元，跌4.50%，距近一年高点，跌幅达到44%。传音业绩预告截图存储涨价对手机市场尤其是中低端手机的利润侵蚀已经开始显现。去年前三季度，传音净利润同比下降44.97%，呈现出典型的“增收不增利”态势。当时，该公司表示正在通过调价和产品结构调整来应对存储芯片涨价的影响。除了传音外，小米相关管理人员也曾在去年下半年表示，尽管手机产品价格有所上调，但仍难以完全覆盖因存储元件成本大幅上涨所带来的压力。而从印度市场起家的realme也在去年年底回归OPPO，这一动作被外界视为供应链压力下厂商选择的避险方式之一。而在30日凌晨举行的财报电话会议上，苹果也对外释放了压力信号，认为存储价格的上涨将在未来对公司毛利率产生影响，内部正在评估应对方案。有手机供应链厂商负责人对第一财经记者表示，目前手机厂商正在通过减产的方式进行供应链调解。“对千元机的影响最大，目前我们已经在看今年二季度的规划，暂时不太乐观，而对中高端手机市场的影响也在发酵。”在分析机构看来，与高端机型相比，存储成本上涨对千元机等中低端产品的冲击更为直接。由于产品售价和利润空间有限，存储等核心元器件成本在整机物料成本中的占比上升，会迅速侵蚀厂商的盈利能力。瑞银在去年年底发布的一份行业报告中测算，到2026年第四季度，内存成本在中低端智能手机BOM（物料清单）中的占比预计将升至34%，明显高于2024年第四季度的22%和2025年第四季度的27%。单台手机的内存成本价值预计将同比增加约16美元，增幅达37%，这一增量成本相当于中低端手机平均售价的约6%，其影响显著高于高端手机约2%的成本冲击。瑞银称，在这一背景下，中低端手机厂商将不可避免地面临更为激进的成本应对选择，包括提价、下调内存配置或压缩利润空间。该机构分析模型显示，为了完全对冲内存涨价影响，中低端手机的平均售价需要上调17%，而旗舰和高端手机需上调7%。Counterpoint Research则预测，DRAM价格上涨将持续推升手机BoM成本（物料成本），低、中、高价位段机型分别增加约25%、15%与10%，且至2026年第二季仍可能再增10% 到15%。“在较低价格段，价格上调的空间有限，若成本无法完全转嫁，OEM可能调整产品策略，目前已经观察到部分低SKU的出货量有所缩减。”Counterpoint  Research高级分析师Yang Wang表示，零部件成本上升预期将影响终端需求，2026 年全球智能手机出货量可能出现2.1% 的下滑。微信编辑| 七三第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专用邮箱：bianjibu@yicai.com（注：我们会对线索进行核实。您的隐私将严格保密。）推荐阅读40倍杠杆断裂！水贝一黄金预定价平台兑付困难，投资者称涉资超百亿","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,"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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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