受芯片和内存价格上涨影响，多家手机厂商正计划下调旗舰机的生产计划量 30%-50%1。
内存价格上涨由多重因素驱动1。人工智能算力需求虹吸了产能，三大寡头对产能的控制加剧了供应紧张，行业库存已见底，DDR4 与 DDR5 换代期间的断档也推高了价格1。芯片方面，高通宣布 9 月芯片价格将上涨两位数百分比，涉及智能手机、可穿戴设备等多个领域1。
对于后续走势，小米集团总裁卢伟冰在 8 月 18 日表示，今年下半年内存涨价虽有所趋缓但涨势仍将持续，存储成本保持高位1。他预判在可预见的六个季度内情况不容乐观，今年第四季度应为价格的高点1。
Multiple smartphone manufacturers are preparing to reduce flagship model production volumes by 30% to 50% due to severe price increases in memory and chips.1 The spike in memory costs stems from four primary factors: increased demand for AI computing capacity diverting production, control by three major oligopolies in the sector, depleted industry inventory levels, and a gap in the DDR4 to DDR5 transition.1 Qualcomm has announced a double-digit percentage price increase for its chips in September, affecting smartphones, wearables, and other device categories.1
Xiaomi Group President Lu Weibing projected on August 18 that while memory price increases may moderate in the second half of the year, the upward trend will persist, with storage costs remaining elevated.1 According to forecasts, market conditions are expected to remain challenging over the next six quarters, with the fourth quarter of this year anticipated to represent the price peak.1
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