<p>（第一财经）11 月 27 日 -- 根据行业内部人士的说法，记忆体价格自今年下半年开始的飙升，正以前所未有的速度从供应链的上游蔓延至下游，影响到包括手机和家庭网络附加存储设备在内的各种消费电子产品。</p>
<p>消费电子制造商正进入 “最困难的定价季节”，需要在控制生产成本和维持市场份额之间寻求艰难的平衡，内部人士告诉第一财经。</p>
<p>内部人士指出，自上个月中旬以来，机械硬盘和固态硬盘的价格已上涨约 30% 至 40%，而计算机内存的价格则翻了一番，并补充说，价格上涨可能会在明年继续。</p>
<p>领先的市场情报提供商 TrendForce 的分析师黄宇轩告诉第一财经，如果内存价格继续飙升，手机制造商可能也会提高价格，以抵消原材料成本上升带来的压力。</p>
<p>黄指出，尽管价格大幅上涨，手机制造商仍无法停止购买内存，因为这将导致其市场份额迅速下降。</p>
<p>内部人士指出，领先公司的内存芯片库存大约只能支持不到两个月的生产，而一些公司动态随机存取内存的库存不足三周。供应商将价格提高近 50% 进一步加大了手机制造商的压力。</p>
<p>智能手机巨头 Oppo Mobile Telecommunications 将其新款 Reno15 系列的价格提高了约 200 元人民币（28.25 美元），而同行 Honor Device 则将其 Honor 50 系列的价格提高了约 200 元人民币。Realme、iQOO、Redmi 等中端手机品牌的价格也上涨了 100 元至 300 元人民币。</p>
<p>TrendForce 的分析师王宇琪表示，内存价格上涨主要是由于对构建人工智能基础设施的爆炸性需求，导致此类产品出现显著的供给缺口，预计这一趋势将在明年继续。她补充说，需要密切关注消费产品的需求是否会因产品价格上涨而受到抑制。</p>
<p>供应商 ZSpace 的一位高管告诉第一财经，自本月初中国 “双 11” 购物节以来，人工智能网络附加存储设备的价格上涨了约 20% 至 30%。</p>
<p>黄对第一财经表示：“记忆产品价格的急剧上涨已经对利润率相对较低的低端智能手机制造商造成了沉重打击，一些产品的利润率甚至为负。” 他补充说：“由于预计这一趋势将持续，手机制造商已开始减少负利润产品的产量。”</p>
<p>总部位于深圳的传音控股是一家主要向非洲销售产品的智能设备制造商，在其第三季度财报中强调了成本上升带来的运营压力，尽管其营业收入仅下降了 3.3%，但截至 9 月 30 日的九个月内净利润暴跌 45%。</p>
<p>编辑：唐诗华，马丁·卡迪耶夫</p>

传音控股

<p>中国消费电子市场的内存价格正在迅速上涨，影响到手机和存储设备。制造商面临平衡生产成本和市场份额的挑战。硬盘和内存的价格飙升，预计还会进一步上涨。手机制造商可能会因成本上升而提高价格。对人工智能基础设施的需求推动了价格上涨，影响了低端智能手机制造商。传音控股因成本上升报告净利润下降 45%。这一趋势预计将持续，影响消费品需求</p>

<p>(Yicai) Nov. 27 -- The surge in memory prices that began in the second half of this year is spreading from the upstream to the downstream of the supply chain in China at an unprecedented speed, affecting various consumer electronics, including phones and home network attached storage devices, according to industry insiders.</p>
<div class="lb-trans"><p>（第一财经）11 月 27 日 -- 根据行业内部人士的说法，记忆体价格自今年下半年开始的飙升，正以前所未有的速度从供应链的上游蔓延至下游，影响到包括手机和家庭网络附加存储设备在内的各种消费电子产品。</p>
</div><p>Consumer electronics manufacturers are entering the &#34;most difficult pricing season&#34; and need to seek a difficult balance between controlling production costs and maintaining market share, the insiders told Yicai.</p>
<div class="lb-trans"><p>消费电子制造商正进入 “最困难的定价季节”，需要在控制生产成本和维持市场份额之间寻求艰难的平衡，内部人士告诉第一财经。</p>
</div><p>The prices of mechanical hard drives and solid-state drives have jumped around 30 to 40 percent since the middle of last month, while that of computer memory doubled, the insiders pointed out, adding that the price hikes will likely continue next year.</p>
<div class="lb-trans"><p>内部人士指出，自上个月中旬以来，机械硬盘和固态硬盘的价格已上涨约 30% 至 40%，而计算机内存的价格则翻了一番，并补充说，价格上涨可能会在明年继续。</p>
</div><p>If memory prices continue to surge, phone makers may also increase prices to offset the pressure brought by rising raw material costs, Huang Yuxuan, an analyst at leading global provider of market intelligence TrendForce, told Yicai.</p>
<div class="lb-trans"><p>领先的市场情报提供商 TrendForce 的分析师黄宇轩告诉第一财经，如果内存价格继续飙升，手机制造商可能也会提高价格，以抵消原材料成本上升带来的压力。</p>
</div><p>Handset manufacturers cannot stop buying memory despite the significant increase in prices because this will lead to a rapid drop in their market shares, Huang pointed out.</p>
<div class="lb-trans"><p>黄指出，尽管价格大幅上涨，手机制造商仍无法停止购买内存，因为这将导致其市场份额迅速下降。</p>
</div><p>The memory chip inventory of leading firms is about enough for less than two months of production, while some have dynamic random access memory for less than three weeks, the insiders noted. Suppliers raising prices by almost 50 percent have increased the pressure on phone makers to do the same.</p>
<div class="lb-trans"><p>内部人士指出，领先公司的内存芯片库存大约只能支持不到两个月的生产，而一些公司动态随机存取内存的库存不足三周。供应商将价格提高近 50% 进一步加大了手机制造商的压力。</p>
</div><p>Smartphone giant Oppo Mobile Telecommunications raised the price of its new Reno15 series and peer Honor Device raised its Honor 50 series by around CNY200 (USD28.25) respectively from the previous generations. Realme, iQOO, Redmi, and other mid-range phone brands have increased prices by CNY100 to CNY300.</p>
<div class="lb-trans"><p>智能手机巨头 Oppo Mobile Telecommunications 将其新款 Reno15 系列的价格提高了约 200 元人民币（28.25 美元），而同行 Honor Device 则将其 Honor 50 系列的价格提高了约 200 元人民币。Realme、iQOO、Redmi 等中端手机品牌的价格也上涨了 100 元至 300 元人民币。</p>
</div><p>The hike in memory prices is mainly due to the explosive demand for building artificial intelligence infrastructure, which has led to a significant supply gap in such products, with the trend to continue next year, said Wang Yuqi, an analyst of TrendForce. It is necessary to pay close attention to whether demand for consumer products will be suppressed due to the increase in product prices, she added.</p>
<div class="lb-trans"><p>TrendForce 的分析师王宇琪表示，内存价格上涨主要是由于对构建人工智能基础设施的爆炸性需求，导致此类产品出现显著的供给缺口，预计这一趋势将在明年继续。她补充说，需要密切关注消费产品的需求是否会因产品价格上涨而受到抑制。</p>
</div><p>The price of AI NAS devices increased by about 20 to 30 percent since China's Double 11 shopping festival earlier this month, an executive from supplier ZSpace told Yicai.</p>
<div class="lb-trans"><p>供应商 ZSpace 的一位高管告诉第一财经，自本月初中国 “双 11” 购物节以来，人工智能网络附加存储设备的价格上涨了约 20% 至 30%。</p>
</div><p>&#34;The sharp rise in the price of memory products has already dealt a heavy blow to low-end smartphone manufacturers that have relatively low profit margins, with some products logging negative profit margins, &#34;Huang said to Yicai. &#34;Due to expectations that the trend will continue, phone makers have begun to reduce output of products with negative profit margins.&#34;</p>
<div class="lb-trans"><p>黄对第一财经表示：“记忆产品价格的急剧上涨已经对利润率相对较低的低端智能手机制造商造成了沉重打击，一些产品的利润率甚至为负。” 他补充说：“由于预计这一趋势将持续，手机制造商已开始减少负利润产品的产量。”</p>
</div><p>Shenzhen-based Transsion Holdings, a smart devices maker that mainly sells its products to Africa, highlighted the operational pressure brought by rising costs in its third-quarter financial report, with its net profit plunging 45 percent in the nine months ended Sept. 30 from a year earlier, despite its operating revenue dropping only 3.3 percent.</p>
<div class="lb-trans"><p>总部位于深圳的传音控股是一家主要向非洲销售产品的智能设备制造商，在其第三季度财报中强调了成本上升带来的运营压力，尽管其营业收入仅下降了 3.3%，但截至 9 月 30 日的九个月内净利润暴跌 45%。</p>
</div><p>Editors: Tang Shihua, Martin Kadiev</p>
<div class="lb-trans"><p>编辑：唐诗华，马丁·卡迪耶夫</p>
</div>

业内人士称，内存价格的上涨正在迅速蔓延至中国的消费电子市场