存储芯片在上游扇一扇翅膀,智能手机行业或许面临一场风暴。作者|金英士点击收听本文播客2026年3月将至,到时消费者可能会发现一个令人困惑的现象——去年还在犹豫要不要入手的同款手机,如今价格标签上赫然多了几百甚至上千元。这不是个别品牌的促销策略调整,而是整个行业的一场集体行动。媒体消息显示,当前智能手机存储芯片采购成本较去年同期已上涨超过80%,且仍未见放缓迹象。受此成本压力传导,OPPO、一加、...
Source Link存储芯片在上游扇一扇翅膀,智能手机行业或许面临一场风暴。作者|金英士点击收听本文播客2026年3月将至,到时消费者可能会发现一个令人困惑的现象——去年还在犹豫要不要入手的同款手机,如今价格标签上赫然多了几百甚至上千元。这不是个别品牌的促销策略调整,而是整个行业的一场集体行动。媒体消息显示,当前智能手机存储芯片采购成本较去年同期已上涨超过80%,且仍未见放缓迹象。受此成本压力传导,OPPO、一加、...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.