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内存涨价!AI税殃及低毛利电子产品

李金津 2026-01-22 17:12
李金津 2026/01/22 17:12

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电子产品价格普遍上涨,主要原因是AI产业爆发导致存储芯片供需失衡,引发成本转嫁。

1.手机、电脑、智能汽车等产品价格集体上浮,例如小米17 Ultra起售价提高500元,部分电脑机型涨价500-5000元,智能汽车提车周期延长且优惠收紧。

2.存储芯片在电子产品成本中占比飙升,如手机内存成本占比从10%-15%升至20%以上,直接推高终端售价。

3.对消费者影响包括购买成本增加和选择减少,建议及早关注市场动态以应对潜在涨价。

品牌商需关注成本上升对营销和定价的影响,以及消费趋势变化。

1.品牌定价策略面临挑战,如小米、OPPO等通过上调旗舰机型价格应对内存涨价,部分品牌如魅族因成本压力取消新品上市。

2.消费趋势显示用户对价格敏感度提高,中低端产品利润空间压缩,品牌需优化产品研发,如向中高端转型以提升附加值。

3.品牌渠道建设可借鉴头部厂商策略,如锁定长期采购订单或采用国产存储芯片(如长江存储)来缓解供应链压力。

卖家需解读市场事件并把握机会,存储芯片涨价带来风险和应对启示。

1.风险提示包括低毛利产品陷入亏损,如千元手机卖一台亏一台,卖家需警惕用户流失和口碑下降。

2.机会提示在于增长市场如国产存储替代(长江存储、长鑫存储),可学习头部厂商通过向上游布局或调整产品结构抵御风险。

3.事件应对措施包括涨价、减配或优化供应链,卖家应关注政策如厂商扶持政策,并探索合作方式以稳定供应。

工厂面临生产需求变化,存储芯片短缺带来商业机会和数字化启示。

1.产品生产和设计需求激增,如AI服务器需高规格存储芯片(如DDR5、HBM),但扩产难度大,投资回报周期长达5-8年。

2.商业机会包括国产存储芯片采购比例提升,长江存储等进入供应链,工厂可借此缓解成本压力并开拓新市场。

3.推进数字化启示在于优化供应链管理,工厂需加强库存控制或向中高端转型,以应对AI产业引发的产能竞争。

服务商需关注行业趋势和客户痛点,存储芯片供需失衡催生解决方案。

1.行业发展趋势显示AI需求狂飙带动存储芯片出货激增,但供应紧张,技术如DDR5和HBM成为焦点。

2.客户痛点包括成本上升和供应短缺,低毛利厂商承压,服务商可提供解决方案如供应链优化工具或国产芯片替代方案。

3.新技术应用启示服务商开发数字化工具,帮助客户管理风险,例如通过数据分析预测价格波动。

平台商需应对商业需求和平台管理,存储涨价引发供应链风险。

1.商业对平台的需求包括稳定供应和招商支持,如电商平台面临卖家成本上升问题,需加强运营管理以规避风险。

2.平台的最新做法可借鉴头部厂商策略,如通过长期订单锁定或合作国产厂商(如长江存储)来保障供应。

3.风向规避提示平台监控市场动态,如价格涨幅达50%,平台需调整招商政策或提供扶持,以帮助卖家应对提价周期。

研究者应分析产业新动向和问题,存储芯片涨价揭示政策启示和商业模式。

1.产业新动向包括AI产业爆发导致存储供需失衡,引发行业洗牌,中小厂商出局概率增加。

2.新问题如成本转嫁(AI税)对低毛利产品的冲击,研究者可探讨政策法规建议,如支持国产芯片发展或优化供应链法规。

3.商业模式启示在于头部厂商优势(如供应链控制),研究者需分析转型策略,如提升产品附加值或向中高端市场转移。

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声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

我是 品牌商 卖家 工厂 服务商 平台商 研究者 帮我再读一遍。

Quick Summary

Electronics prices are rising across the board, primarily due to a supply-demand imbalance in memory chips triggered by the AI industry boom, leading to cost pass-through.

1. Prices for smartphones, computers, and smart vehicles are collectively increasing. For example, the starting price of the Xiaomi 17 Ultra has risen by 500 yuan, some computer models have seen price hikes of 500-5000 yuan, and smart car delivery times have lengthened with fewer discounts.

2. The cost proportion of memory chips in electronics has surged. For instance, the cost share of smartphone memory has risen from 10%-15% to over 20%, directly driving up final retail prices.

3. For consumers, this means higher purchasing costs and reduced choices. It is advisable to monitor market trends closely to prepare for potential further price increases.

Brands must address the impact of rising costs on marketing and pricing, as well as shifting consumer trends.

1. Pricing strategies are under pressure. Brands like Xiaomi and OPPO have raised flagship model prices in response to memory chip cost increases, while others, such as Meizu, have canceled new product launches due to cost pressures.

2. Consumer trends indicate heightened price sensitivity, squeezing profit margins for mid-to-low-end products. Brands need to optimize R&D, such as shifting focus to mid-to-high-end segments to enhance value-added features.

3. For channel strategy, brands can learn from leading manufacturers by securing long-term procurement contracts or adopting domestic memory chips (e.g., Yangtze Memory Technologies) to alleviate supply chain pressures.

Sellers must interpret market events to seize opportunities, as memory chip price hikes present both risks and strategic insights.

1. Key risks include low-margin products turning unprofitable; for example, selling budget smartphones may result in losses per unit, potentially leading to customer attrition and reputational damage.

2. Opportunities lie in growth markets like domestic memory alternatives (e.g., Yangtze Memory, ChangXin Memory Technologies). Sellers can emulate leading players by expanding upstream partnerships or adjusting product portfolios to mitigate risks.

3. Response measures include price increases, product specification adjustments, or supply chain optimization. Sellers should monitor manufacturer support policies and explore collaborative models to stabilize supply.

Factories face shifting production demands, with memory chip shortages presenting both commercial opportunities and digital transformation imperatives.

1. Demand for high-specification memory chips (e.g., DDR5, HBM) in products like AI servers is surging, but capacity expansion is challenging, with ROI cycles stretching 5-8 years.

2. Commercial opportunities include increased procurement of domestic memory chips. Suppliers like Yangtze Memory are entering supply chains, helping factories reduce costs and tap new markets.

3. Digitalization insights highlight the need for optimized supply chain management. Factories should enhance inventory control or pivot to mid-to-high-end production to compete in the AI-driven capacity race.

Service providers must track industry trends and client pain points, as the memory chip imbalance creates demand for new solutions.

1. Industry trends show soaring demand for memory chips driven by AI, but supply remains tight, putting technologies like DDR5 and HBM in focus.

2. Client pain points include cost inflation and supply shortages, particularly pressuring low-margin manufacturers. Service providers can offer solutions like supply chain optimization tools or domestic chip alternative strategies.

3. New technology applications inspire the development of digital tools to help clients manage risks, such as using data analytics to forecast price fluctuations.

Platforms must address commercial demands and operational management, as memory price hikes introduce supply chain risks.

1. Commercial needs include stable supply and merchant support. E-commerce platforms, for instance, face rising seller costs and must strengthen operational oversight to mitigate risks.

2. Platform strategies can adopt tactics from leading manufacturers, such as securing long-term orders or partnering with domestic suppliers (e.g., Yangtze Memory) to ensure supply stability.

3. Risk mitigation requires monitoring market dynamics; with price increases up to 50%, platforms should adjust merchant policies or offer support to help sellers navigate the涨价周期.

Researchers should analyze new industry movements and challenges, as memory chip price hikes reveal policy implications and business model shifts.

1. New industry dynamics include AI-driven supply-demand imbalances, potentially leading to market consolidation and higher exit risks for smaller players.

2. Emerging issues like cost pass-through (an "AI tax") impacting low-margin products warrant exploration of policy recommendations, such as supporting domestic chip development or refining supply chain regulations.

3. Business model insights highlight the advantages of leading firms (e.g., supply chain control). Researchers should analyze transformation strategies, like enhancing product value or shifting to mid-to-high-end markets.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

【亿邦原创】就算不使用AI、不依靠它赚钱,普通人也可能正在被收取一笔“AI税”。

最近一段时间,不少消费者发现身边的电子产品悄悄变贵了。手机新款起售价集体上浮,电脑装机成本上涨近千元,连部分智能汽车的提车周期也在变长,收紧了优惠政策。

涨价潮的源头,并非终端厂商刻意加价,而是上游存储芯片价格暴涨。这种由AI产业爆发引发的成本转嫁,可以形象比喻为“AI税”,而首当其冲承压的,正是利润微薄的中低端电子产品及相关厂商。

01 电子产品,正在集体涨价

当前电子产品市场的涨价趋势很明显,覆盖范围从日常消费电子延伸到了智能汽车领域。

电脑方面,联想、惠普、华硕等主流品牌都陆续调整了售价。5000元以上的机型,涨价幅度大概在500-1500元之间,部分顶配游戏本的价格甚至涨了超过5000元。对入门级电脑来说,硬盘和内存的成本占比能达到15%,高端游戏本大概20%,存储芯片涨价直接带动了整机价格上调。

智能手机市场的价格波动也很突出。内存半导体在智能手机物料成本中的占比已从此前的10%-15%飙升至20%以上,成为推动手机涨价的主要因素。

小米最新发布的小米17 Ultra,12GB+512GB版本的起售价比上一代高了500元,主要就是因为内存价格上涨。红米、iQOO、OPPO等品牌也跟着调整了中端和旗舰机型的价格,部分机型涨幅最高达到20%。

还有一些品牌因为扛不住成本压力,直接放弃了新品上市。1月10日,魅族回应粉丝时表示,受内存价格大幅上涨影响,魅族22 Air已经取消上市计划,这也是中小厂商面对成本压力的无奈选择。

智能汽车领域虽然没有直接官宣涨价,但隐性调整已经开始。蔚来创始人李斌提醒大家买车要趁早,坦言原材料和内存涨价是今年企业面临的主要成本压力。

雷军也在直播中透露,全车内存价格每个季度都在涨,上个季度涨幅接近50%,预计一季度还会再涨四五十个百分点。虽然内存成本在整车物料成本中的占比不到1%,但还是导致部分车型提车周期变长,厂商也悄悄收紧了优惠政策。

02 AI需求狂飙,存储芯片供需失衡

存储芯片价格暴涨的根源,是AI产业的爆发式增长。

存储行业的涨价苗头从2024年就已经出现,全球对AI服务器的需求大幅增加。高性能AI服务器要充分发挥算力芯片的作用,离不开DDR5、HBM等高规格存储芯片,这直接带动了存储芯片出货量激增。

全球存储市场几乎被美日韩大厂垄断,仅内存芯片领域,三星、SK海力士和美光三家的市场份额就超过九成。对这些厂商来说,AI服务器和大模型训练所需的存储芯片,不仅消耗量更大,利润空间也比普通消费级产品高得多。

在高利润的吸引下,这些行业巨头纷纷把产能转向AI专用存储,普通消费级和车规级存储芯片的供应随之减少,形成了AI抢占产能、消费级产品供应紧张的局面。

面对供需缺口,扩产看似是解决办法,但实际操作起来难度极大。存储芯片属于重资产行业,新建一座晶圆厂需要投入上百亿美元,扩产动辄一两年。投资回报周期长达五到八年,比养猪的周期还要久。

此外,存储厂商刚从2022到2023年的行业亏损周期中恢复过来,对大规模投资扩产普遍比较谨慎,担心再次出现产能过剩、价格暴跌的情况,这也让存储芯片的供需失衡问题难以在短期内得到缓解。

03 低毛利厂商承压,未来何去何从?

巨头调整产能后,下游行业的供给压力明显增大,其中低毛利电子产品厂商受到的冲击最大。

三星在2025年6月就停止接收DDR4的新订单,SK海力士把DDR4产能压缩到只剩20%,还计划在2026年4月全面停产,美光也在2025年第四季度彻底停止供应DDR4。下游厂商不仅很难买到货,就算能买到,价格也已经翻倍。

对靠走量薄利多销的低毛利厂商来说,这种冲击几乎难以承受。中低端手机厂商的平均利润率本不如高端,部分千元机甚至处于微利状态,内存成本占比飙升后,不少机型恐陷入卖一台亏一台的困境。

入门级电脑厂商的利润空间也很狭窄,存储涨价后,只能通过提高售价或者悄悄减配来消化成本,这不仅会流失价格敏感的用户,还会影响产品口碑。车企虽然内存成本占比不高,但叠加原材料涨价等多重压力,盈利空间被持续压缩,只能通过调整优惠政策、延长提车周期来应对。

面对 AI 税带来的持续冲击,低毛利厂商的生存空间不断被挤压,行业洗牌速度也在加快,中小厂商出局的概率大幅增加,而具备供应链优势和资金实力的头部厂商,能通过锁定长期采购订单、向上游布局、调整产品结构等方式抵御风险,市场资源进一步向头部集中。

在此背景下,低毛利厂商也开始寻找破局之路,不少企业加大了对国产存储芯片的采购比例,长江存储、长鑫存储等国产厂商的产品逐步进入中低端电子产品供应链,成为下游厂商缓解供应链压力的重要选择。

从长期发展来看,低毛利厂商若想摆脱被动局面,还需跳出单纯的价格竞争,通过提升产品附加值、优化供应链管理、调整产品结构向中高端转型,才能在 AI 产业发展的大背景下,摆脱被成本牵着走的困境,找到属于自己的生存之道。

亿邦持续追踪报道该情报,如想了解更多与本文相关信息,请扫码关注作者微信。

文章来源:亿邦动力

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