内存刚涨完芯片又要涨价今年换手机，你的预算可能得加两千

TechWeb08-06

【TechWeb】8月6日消息，全球移动芯片巨头高通即将在9月1日启动新一轮全线涨价。据外媒报道，高通目前正在与全球客户协商最终定价方案，顶级旗舰芯片涨幅预计在10%至15%之间，主流芯片上涨5%至7%，入门级芯片则仅有约2%的微幅上调。据悉，这次涨价并非只针对9月1日之后的新订单。在此之前已经预订、但计划在9月1日及之后发货的订单，同样可能面临价格调整或采购条款的更新。就在7月底，高通公布了...

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If you change your phone this year, you may have to increase your budget by two thousand","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/205dcc5db3926ac20c66cbc42520e76d","symbols_score_info":{"TSMZ":0.6,"BLOX":0.6,"AVEM":0.6,"TINS":0.6,"WUGI":0.6,"03145":0.6,"QCOM":1.96,"TDV":0.6,"TSMU":0.6,"FTXL":0.6,"CGNG":0.6,"CGIC":0.6,"ADVE":0.6,"ASIA":0.6,"SPWO":0.6,"AVXC":0.6,"TTEQ":0.6,"TEK":0.6,"MEMX":0.6,"AIQ":0.6,"STSM":0.6,"AVSE":0.6,"SMH":0.6,"BAI":0.6,"TSMG":0.6,"TSM":1.85,"CHPX":0.6,"QCML":0.6,"ESIM":0.6,"CWI":0.6,"EMM":0.6,"TSMX":0.6,"CNEQ":0.6,"UMMA":0.6,"CGGO":0.6,"CORO":0.6,"SPTE":0.6,"KNOW":0.6,"FDTX":0.6,"QCMD":0.6,"TSMY":0.6,"CGDG":0.6,"EMC":0.6,"QCMU":0.6},"content_text":"【TechWeb】8月6日消息， 全球移动芯片巨头高通即将在9月1日启动新一轮全线涨价。据外媒报道，高通目前正在与全球客户协商最终定价方案，顶级旗舰芯片涨幅预计在10%至15%之间，主流芯片上涨5%至7%，入门级芯片则仅有约2%的微幅上调。据悉，这次涨价并非只针对9月1日之后的新订单。在此之前已经预订、但计划在9月1日及之后发货的订单，同样可能面临价格调整或采购条款的更新。就在7月底，高通公布了2026财年第三季度财报，手机业务收入同比暴跌20%，创下2021年以来最差纪录。 高通CEO克里斯蒂亚诺·安蒙在财报电话会议上直言：\"成本提高了，价格自然也会提高。\"高通在致客户的信函中解释，公司已\"耗尽了吸收供应商成本上涨的能力\"，此前曾积极寻找替代供应商以降低零部件采购价格，但所有努力均告失败。报道称，这一轮成本上涨的源头，主要来自两个方向。一是内存芯片价格的失控性上涨。受AI数据中心需求爆发式增长影响，全球存储芯片产能被大量挤占，消费级DRAM和NAND Flash价格持续飙升。据集邦咨询数据，2026年一季度通用DRAM合约价季增93%-98%，NAND Flash合约价季增55%-60%。二是先进制程成本水涨船高，即将发布的骁龙8 Elite Gen 6 Pro采用台积电N2P制程，单颗芯片价格可能突破300美元。而2nm晶圆单片加工成本较3nm大幅上涨，叠加当前全球内存持续供不应求的产业现状，芯片成本来到了历史高位。这对于安卓手机阵营而言，无疑是雪上加霜。一方面，高通芯片涨价直接推高了旗舰手机的BOM成本；另一方面，内存、存储等核心元器件价格也在同步上涨。多重因素叠加之下，此前国产旗舰起售价通常维持在4500元以内的局面将被打破，今年将集体站上6000元大关，高端手机市场的准入门槛被显著拉高。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2657639477","isCrawlerRequest":true}

内存刚涨完芯片又要涨价 今年换手机，你的预算可能得加两千

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内存刚涨完芯片又要涨价今年换手机，你的预算可能得加两千