【CNMO科技消息】近日，近期，全球存储芯片价格持续攀升，对智能手机等硬件厂商的成本端造成显著压力。多家券商与机构指出，小米集团（1810.HK）的手机业务毛利率正因存储成本上升而逐季收窄，预计第四季度单季毛利可能因此减少约5亿元人民币。小米手机2024年下半年以来，NAND Flash 与 DRAM 合约价累计涨幅已超过15%–20%，直接推高了手机厂商的物料成本（BOM）。小米在第二季度财报中...
Source Link【CNMO科技消息】近日，近期，全球存储芯片价格持续攀升，对智能手机等硬件厂商的成本端造成显著压力。多家券商与机构指出，小米集团（1810.HK）的手机业务毛利率正因存储成本上升而逐季收窄，预计第四季度单季毛利可能因此减少约5亿元人民币。小米手机2024年下半年以来，NAND Flash 与 DRAM 合约价累计涨幅已超过15%–20%，直接推高了手机厂商的物料成本（BOM）。小米在第二季度财报中...
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