2026不是PC最难的一年,巨头恒强,白牌退场

东针商略
Jan 08

很多博主都说,AI热潮剧烈地冲击着全球PC市场格局,而且又有一批人,包括机构,也都说今年会是PC市场最艰难的一年……虽说受数据中心对高带宽内存(HBM)的巨额需求驱动,存储芯片产能大幅倾斜,也导致消费级DRAM与NAND供应锐减、价格暴涨,进而引发了显卡、CPU等核心部件成本全面攀升。包括IDC也发出预警,说2026年PC平均售价可能上涨6%至8%,部分整机涨幅或达15%-20%;同期全球PC...

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