关键零组件暴涨,PC 品牌厂加速引入长存、长鑫等陆系存储以降低成本

链捕手
Jul 07

ChainCatcher 消息,据《工商时报》报道,受内存与 SSD 等关键零组件价格飙升影响,为主流价位笔记本电脑配置高容量存储的成本压力大增。具价格优势的陆系内存与存储零组件正逐步渗透 PC 供应链,包括联想、华硕、微星、技嘉、宏碁乃至美系苹果(Apple)等品牌厂正加速相关产品的认证、导入或平台调校。

报道指出,联想今年起已扩大采用陆厂零组件,近期北美跨境电商平台已出现配置长江存储(YMTC)SSD 的旗舰笔记本机型。美系品牌苹果也传出正向美国政府争取采购长鑫存储(CXMT)内存,以应对价格上涨困境。在台系板卡厂方面,微星近日宣布首家完成长鑫存储 DDR5 颗粒在 AMD 平台 DDR5-8000+ 的验证与调校,技嘉也已在部分主板型号上采用长鑫存储颗粒,华硕与宏碁则通过自有品牌内存认证或代工模式引入了佰维(BIWIN)等陆系业者的内存模组。

业界分析认为,虽然短期内存储供需失衡促使非陆系品牌加速相关认证,但受限于陆厂产能,品牌台厂仍强调签有长约的韩系原厂仍为当前的主力供应伙伴。

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