存储芯片涨价，国产手机喊痛，3月大规模涨价？苹果笑了

Ofweek光电信息网02-28

近日，有消息称，国产手机或在3月份迎来大规模涨价潮，原因就是存储芯片涨价了。因为在2025年下半年，不管是DDR内存，还是NAND闪存，几乎都是翻倍上涨，而存储芯片在一台手机中的占比，其实是达到了10-30%的，越低端占比越高，越高端占比越低。所以存储芯片翻倍上涨，手机厂商们，真的撑不住了，大家痛苦的很，不得不涨价应对。涨价，对于手机厂商们的影响是非常大的。一方面是涨价不可能将所有存储芯片成本都...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260228150930a729a662&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，有消息称，国产手机或在3月份迎来大规模涨价潮，原因就是存储芯片涨价了。因为在2025年下半年，不管是DDR内存，还是NAND闪存，几乎都是翻倍上涨，而存储芯片在一台手机中的占比，其实是达到了10-30%的，越低端占比越高，越高端占比越低。所以存储芯片翻倍上涨，手机厂商们，真的撑不住了，大家痛苦的很，不得不涨价应对。涨价，对于手机厂商们的影响是非常大的。一方面是涨价不可能将所有存储芯片成本都...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260228150930a729a662&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":"LU0170899867.USD","symbol_name":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) 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Apple smiled","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPY":0.6,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPB":0.6,"MACW.SI":0.6,"APLY":0.6,"AAPD":0.6,"AAPL":1.91},"content_text":"近日，有消息称，国产手机或在3月份迎来大规模涨价潮，原因就是存储芯片涨价了。因为在2025年下半年，不管是DDR内存，还是NAND闪存，几乎都是翻倍上涨，而存储芯片在一台手机中的占比，其实是达到了10-30%的，越低端占比越高，越高端占比越低。所以存储芯片翻倍上涨，手机厂商们，真的撑不住了，大家痛苦的很，不得不涨价应对。涨价，对于手机厂商们的影响是非常大的。一方面是涨价不可能将所有存储芯片成本都转嫁出去，比如存储芯片涨了500，手机会涨500么，应该不会，一般也就涨一点，手机厂商再承担一点，这样当然会压缩大家的利润。二是一旦涨价，销量肯定会下滑，价格与销量是成反比的，越贵越没人买，特别是现在手机本来就性能过剩，如果你便宜，大家还换一换手机，如果贵了那就再撑两年也不是不行，销量肯定低了。所以说，国产手机厂商们，看到存储芯片不断涨价，心都是痛的。但苹果看到这样的情况，可能就要笑了，因为苹果虽然也因为成本上涨而受到影响，但相对而言，却没有那么痛，对比国产手机们，更有竞争力了。一方面是苹果的议价能力，比国产手机强，苹果的采购价格，我可以肯定100%比国产机要便宜一点。其次，苹果卖的全部是高端机，且相当贵，苹果有大把的溢价空间，上一季度，苹果的毛利率高达48%，一台5000块的手机，毛利润高达2500块左右，就算内存涨500块，苹果也不是不能承担这个影响，就算手机不涨价，苹果还能赚钱，只是赚少一点。大家再想一想这个场景，3月份，国产手机们全部涨价，并且幅度还不低，而苹果价格根本没变，还是维持原价，你说消费者怎么选？所以说，这次大涨价，国产手机厂商们痛的很，但苹果却笑了，说不定能趁机提高销量，也许利润会薄一点，但销量高了，市场份额多了，总利润就不多了，同时卖的多了，苹果还有Appstore，还有其它周边，赚的更多了。","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":"4.43.1","shortVersion":"4.43.1","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/2614818617","isCrawlerRequest":true}