三星DRAM涨价100% 手机随机跟涨

芯智讯

10小时前

当地时间2月25日，三星电子在美国旧金山举行了“Galaxy Unpacked 2026”发布会，正式发布了年度旗舰智能手机Galaxy S26系列。定价方面，由于存储芯片成本大幅上涨，Galaxy S26和Galaxy S26+的起售价相比上代都上涨了100美元，分别为899美元起和1099美元起。Galaxy S26 Ultra的起售价则与上代持平，为1299美元起。国行版Galaxy S26...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227092318a4cd8060&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":"LU2242650005.HKD","symbol_name":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227092318a4cd8060&s=b","article_id":"2614009249","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227092318a4cd8060&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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increase","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPY":0.6,"AAPW":0.6,"AAPU":0.6,"MACW.SI":0.6,"AAPB":0.6,"AAPD":0.6,"AAPX":0.6,"APLY":0.6,"SSNLF":1.91,"AAPL":0.9},"content_text":"当地时间2月25日，三星电子在美国旧金山举行了“Galaxy Unpacked 2026”发布会，正式发布了年度旗舰智能手机Galaxy S26系列。定价方面，由于存储芯片成本大幅上涨，Galaxy S26和Galaxy S26+的起售价相比上代都上涨了100美元，分别为899美元起和1099美元起。Galaxy S26 Ultra的起售价则与上代持平，为1299美元起。国行版Galaxy S26系列的起售价为6999元起。虽然三星电子拥有强大的垂直整合能力，但由于内部各部门的独立核算，在存储芯片供应紧缺及市场价格大幅上涨的背景下，负责三星智能手机的MX（移动体验）部门并未从强势的负载三星半导体业务的DS部门那里获得较好的商务条款，使得三星MX部门不得不找找美光作为DRAM的第二供应来源。根据韩媒Dealsite透露，三星DS部门之所以不愿降价向DX部门提供DRAM芯片，主要是由于DS部门刚刚获得了一项重大商务谈判的胜利，即成功对苹果供应的DRAM涨价100%。一位半导体行业人士表示，三星电子DS部门最初的策略是将苹果iPhone使用的LPDDR5X内存价格提高约60%，然而，在第一次谈判桌上，三星首先提出涨价100%，苹果立即接受了这一提议。因此三星DS部门对于MX部门供应的LPDDR5X内存芯片的最终价格成为在了现在的水平，不太可能向其提供更多折扣。并且，为了保障对于苹果的供应，三星DS部门还放弃对MX部门的长期供货协议（LTA），转而以季度合同取代，以实现利润最大化。这也导致了三星DX部门不得不找来美光作为DRAM第二供应来源。相关报道显示，在Galaxy S26系列的首批供货当中，美光供应的LPDDR5X占比高达50%。一位熟悉三星内部事务的消息人士表示，“三星的MX部门正在以50/50的比例从DS部门和美光公司生产带有LPDDR5X的Galaxy S26系列初始批次，”并补充道，“超出初始批次的产量尚未确定，因此目前实际上还没有‘第一供应商’的概念。”而随着美光也发出价格大幅上涨的信号，预计MX的盈利能力将面临巨大压力，这也推动了Galaxy S26系列的价格上涨。","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":0,"need_auth":false,"code":"91000000","status":"200"}}}