The crazy price increase of storage has made life difficult for mobile phone manufacturers. Although everyone can adapt to the market, the weak replacement market cannot withstand such troubles. today,A blogger disclosed in an article that he learned from communication with people in the mobile phone industry that this year, the sales of mid-to-low-end mobile phones are facing the embarrassing situation of losing money the more they sell.
According to this blogger, the reduction of annual shipments by mobile phone manufacturers this year is really a defensive move. After all, it is easy to regain the overseas market if it is lost, but it is difficult to regain the domestic market once it is lost.
Earlier, the supply chain stated that the crazy price increase of storage would lead to mobile phone manufacturers raising prices, and this would be industry behavior.
As for the question of how much the price of mobile phones can increase due to the increase in storage prices, it is reported that the overall price increase of Android models this year will reach 15%-20%. The low-end and mid-range models are expected to increase in price by 200-400 yuan, and the high-end models will increase by more than 1,000 yuan.
Data show that in low-end and mid-range models, the cost proportion of storage components (DRAM/NAND) has risen sharply from less than 20% in 2024 to 30%-40%. The storage cost of some thousand-yuan machines even exceeds 34% of the selling price of the whole machine.
In contrast, the storage cost ratio of high-end models only increased from 8% to 14%, and their ability to withstand stress is significantly stronger.