消费电子分化加剧:芯片利润暴增,终端厂商承压求变

第一财经
Aug 27

2026年的中国消费电子产业,正在经历巨大温差。  最新统计数据显示,今年1-7月电子行业利润同比增长1.1倍,其中以算力芯片、存储芯片为代表的集成电路行业利润同比飙升18.5倍。然而,与上游芯片厂商形成鲜明对比的,是手机、PC、全景相机等终端品牌所承受的成本压力——存储芯片等涨价推高原料成本、终端被迫提价、需求遭受抑制。  利润重构  算力需求的井喷推动着电子行业的利润重构。1-7月,电子行业...

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