Recent sustained price hikes in global memory chips have significantly increased production costs for budget smartphones priced around $150, prompting multiple manufacturers to urgently reduce output. This trend stems from a supply-demand imbalance: burgeoning industries like AI servers and smart vehicles are intensifying demand for memory chips, squeezing existing capacity, while major suppliers such as Samsung and SK Hynix have curtailed investments and adjusted production allocations, exacerbating supply constraints. Budget phones, being highly cost-sensitive, are particularly affected—memory chips typically account for 20%-30% of their hardware costs. The price surge directly erodes profit margins, forcing manufacturers to cut production to avoid losses, delay new model launches, or reconfigure specifications. This may temporarily drive up retail prices, diminishing the cost-effectiveness of entry-level devices and impacting consumer demand in emerging markets. The industry anticipates this supply adjustment may persist until late 2024, with future mid-to-low-end phones likely adopting previous-generation chips or optimized memory configurations to mitigate cost pressures.
近期，全球存储芯片价格持续上涨，导致千元级别手机生产成本显著增加，多家厂商已紧急下调产量以应对市场变化。这一现象主要由供需失衡引发：一方面，AI服务器、智能汽车等新兴产业对存储芯片需求激增，挤占了原有产能；另一方面，三星、SK海力士等主要供应商缩减投资并调整产能分配，进一步加剧供应紧张。千元机作为对成本极度敏感的品类，首当其冲受到冲击——存储芯片通常占其硬件成本的20%-30%，涨价直接压缩利润空间。厂商不得不通过减产避免亏损，同时推迟新品发布或调整配置。此举可能短期推高终端售价，削弱入门级手机的性价比优势，影响新兴市场消费者的购机需求。行业预计此轮供应调整或将持续至2024年末，未来中低端手机可能通过采用旧代芯片、优化存储组合等方式应对成本压力。
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