一场“十年一遇”的内存涨价潮,预计将显著推高智能手机的制造成本。 据追风交易台消息,瑞银12月8日发布的最新全球智能手机调查报告显示,受AI需求挤压,内存行业正进入一个罕见的供应短缺周期。而内存价格的急剧上涨将不成比例地冲击手机制造商,迫使它们在牺牲利润、提升售价或降低配置之间做出艰难抉择。 这一现状将对2026年的智能手机行业构成严峻挑战,尤其是对利润本就微薄的中低端市场。相比之下,拥有规模和...
Source Link一场“十年一遇”的内存涨价潮,预计将显著推高智能手机的制造成本。 据追风交易台消息,瑞银12月8日发布的最新全球智能手机调查报告显示,受AI需求挤压,内存行业正进入一个罕见的供应短缺周期。而内存价格的急剧上涨将不成比例地冲击手机制造商,迫使它们在牺牲利润、提升售价或降低配置之间做出艰难抉择。 这一现状将对2026年的智能手机行业构成严峻挑战,尤其是对利润本就微薄的中低端市场。相比之下,拥有规模和...
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