2026年的春天,消费电子产业链的气温依旧很冷。春节刚过,“手机将全面涨价”冲上热搜,OPPO、vivo、小米相继下发调价通知。在这场涨价潮中,产业链上下游的境遇截然不同。上游,是存储芯片巨头们的狂欢。三星、海力士将三成甚至四成的消费级DRAM产能转向利润率更高的HBM,以满足AI服务器深不见底的需求 。下游的终端厂商则被迫吞下成本飙升的苦果。夹在中间的供应链玩家,比如舜宇光学科技,成了这场“上游...
Source Link2026年的春天,消费电子产业链的气温依旧很冷。春节刚过,“手机将全面涨价”冲上热搜,OPPO、vivo、小米相继下发调价通知。在这场涨价潮中,产业链上下游的境遇截然不同。上游,是存储芯片巨头们的狂欢。三星、海力士将三成甚至四成的消费级DRAM产能转向利润率更高的HBM,以满足AI服务器深不见底的需求 。下游的终端厂商则被迫吞下成本飙升的苦果。夹在中间的供应链玩家,比如舜宇光学科技,成了这场“上游...
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