存储行业大涨价!三星苹果长协敲定 50%+ 涨幅,安卓厂陷供货危机,原厂扩产节奏全揭秘

调研纪要杂货铺
Dec 13

要点1.Dram/Nand长协报价情况;2.手机厂采购成本及瓶颈;3.颗粒原厂扩产规划及释放节奏。以下为专家观点:关于三星2026年全年存储产品的价格涨幅,具体情况如何?是否有确切的数据支持?三星2026年全年针对苹果的存储产品价格涨幅已经确定,其中DRAM的涨幅为53%,NAND的涨幅为52%。此前曾有消息称DRAM全年涨幅达到80%,但这一数据并不准确。实际情况是苹果已通过谈判将价格降至上述...

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