In 2025, the AI boom will trigger an explosion in demand, coupled with the production capacity adjustments of major international manufacturers, the prices of memory and storage chips will skyrocket. Since this year, major memories such as DRAM and NAND Flash have experienced several rounds of "resonant price increases." Faced with the sensitive issue of memory chip price increases, most mobile phone manufacturers have chosen to remain silent and are unwilling to publicly discuss the impact of memory chip price increases on the company.
A person in the mobile phone industry said,According to the current price increase of memory chips, if terminal prices do not increase, we will definitely lose money next year.This is an industry-wide problem, not a problem of any one company. Even if there was a long-term contract before, there will always be a time when it expires and the new contract will implement a new price policy.
Analysts said that prices of flagship products from major manufacturers have generally been raised from September to October this year, and are expected to continue to be raised next year.As prices continue to rise and the price gap between Android flagships and Apple gradually narrows, some consumers may switch to Apple.At the same time, Huawei Mate 80 is cheaper than its predecessor, putting greater pressure on other Android flagships.
It is reported that the starting price of the Huawei Mate 80 standard version released in November this year is 4,699 yuan (12GB+256GB), and the previous generation flagship Mate 70 standard version has an initial starting price of 5,499 yuan. In other words, the Mate 80 is 800 yuan cheaper than the previous generation while increasing the volume.
Looking forward to next year, memory and storage chip prices are expected to continue to rise. Based on this, TrendForce Consulting has revised down its 2026 global smartphone and laptop production and shipment forecasts.
From the original annual growth of 0.1% and 1.7%, respectively, it was reduced to an annual decrease of 2% and 2.4%. If the imbalance between memory supply and demand intensifies or the terminal selling price increases beyond expectations, there is still a risk of further revision of the production and shipment forecast.
