国家统计局公布的7月份数据显示，受人工智能推动消费电子产品迭代升级的影响，相关产品价格出现上涨 [1]。其中，平板电脑、计算机和移动电话机的价格分别上涨11.3%、5.5%和1.0% [1]，这些涨幅合计对居民消费价格指数（CPI）环比的拉动约为0.03个百分点 [1]。
多家消费电子厂商因芯片和存储器短缺而上调产品价格。苹果公司在6月宣布上调Mac、iPad等产品价格，原因是人工智能数据中心扩张导致存储需求激增 [1]。小米集团卢伟冰表示手机行业正经历近十年最严峻时刻，宣布从8月2日起对小米17系列等多款机型进行价格调整 [1]。华为则对nova 15系列全系各存储版本均上调300元，起售价调整至2999元 [1]，华为余承东表示内存高昂涨价，手机之后可能都要大规模涨价 [1]。
China's National Bureau of Statistics has released July data revealing that artificial intelligence is fueling price increases in consumer electronics products as supply chains experience strain.[1] Tablet computers, personal computers, and mobile phones saw respective price gains of 11.3%, 5.5%, and 1.0%, with these increases collectively driving the consumer price index up approximately 0.03 percentage points on a month-over-month basis.[1] The price surges stem from semiconductor and memory shortages triggered by AI data center expansion, prompting major manufacturers to raise product costs.[1]
Several leading tech companies have announced or implemented price adjustments in response to industry conditions. Apple increased prices on Mac and iPad products in June due to surging storage demand from AI data center growth.[1] Xiaomi Group's Lu Weibing stated that the smartphone industry is facing its most severe situation in nearly a decade, with the company raising prices on its Mi 17 series and other models starting August 2.[1] Huawei raised the price of its nova 15 series by 300 yuan across all storage configurations, adjusting the starting price to 2,999 yuan, while executive Yu Chengdong attributed the adjustments to elevated memory costs and suggested further industry-wide price increases may follow.[1]
