<h2>成本压力：研究人员表示，全球个人电脑品牌如惠普预计将通过提高价格或降低产品档次来应对这一情况。</h2>
<p>市场情报与咨询机构（MIC）在台北的新闻发布会上表示，预计全球个人电脑出货量明年仅增长 0.3%，约为 1.8 亿台，因为内存价格的飙升给制造商带来了成本压力。</p>
<p>随着三星电子和美光科技等主要内存芯片供应商将资源和生产能力转向主要用于服务器的高带宽内存，并提供更高的利润率，个人电脑和智能手机中使用的低功耗 DRAM 供应受到挤压，供需状况紧张，价格上涨，MIC 信息与通信产业研究中心副主任魏传虔表示。</p>
<p>魏传虔表示，内存价格的飙升预计将延续到明年第一季度。</p>
<p>他表示，情况是否持续将取决于内存供应商调整产能分配或个人电脑品牌与内存芯片制造商重新谈判合同。</p>
<p>他补充道，只要内存芯片制造商继续优先考虑企业和服务器产品，就很难将产能转回消费市场，这种情况预计将使供应紧张，价格在一段时间内保持高位。</p>
<p>魏传虔表示，个人电脑品牌预计将通过提高价格或降低产品档次来应对这一情况。</p>
<p>据报道，戴尔科技、惠普、宏碁和华硕正在考虑提高价格。</p>
<p>虽然其他一些品牌可能选择降低产品档次以吸收更高的成本，但这一策略不太可能在主流个人电脑中广泛采用，因为大多数型号并不一定有足够的空间进行未来的内存升级，魏传虔表示。</p>
<p>关于资源分配，魏传虔表示，个人电脑品牌可能会优先考虑将有限的内存供应分配给利润更高或更稳定的产品线，如游戏和商业个人电脑。</p>
<p>他补充道，入门级和消费型号由于利润较低，更可能面临价格上涨或产品降级。</p>
<p>魏传虔表示，拥有更高商业产品份额的品牌也可能拥有更大的谈判杠杆，因为该细分市场的出货量和客户关系更为稳定，从而导致合同定价更为稳定。</p>
<p>相反，依赖消费市场的产品预计将承受更大的影响，他表示。</p>
<p>彭博社报道，苹果计划在明年上半年推出一款更实惠的 MacBook 型号，配备其 A18 Pro 处理器，该处理器目前用于 iPhone，魏传虔表示。</p>
<p>他表示，这一举措，加上内存价格的上涨，可能会进一步给个人电脑品牌的定价策略带来压力。</p>

美光科技

惠普

<p>根据市场情报与咨询机构（MIC）的报告，全球个人电脑出货量预计明年仅增长 0.3%，达到 1.8 亿台，这主要是由于内存价格上涨。主要的内存芯片供应商正在优先考虑用于服务器的高带宽内存，从而导致用于个人电脑的低功耗 DRAM 供应紧张。像惠普、戴尔、宏碁和华硕等个人电脑品牌可能会提高价格或降低产品规格以应对。入门级和消费类型号可能面临价格上涨或降级，而商业产品的定价可能会更加稳定</p>

<h2>COST PRESSURE: Global PC brands such as HP Inc are expected to cope with the situation by either raising prices or downgrading their products, a researcher said</h2>
<div class="lb-trans"><h2>成本压力：研究人员表示，全球个人电脑品牌如惠普预计将通过提高价格或降低产品档次来应对这一情况。</h2>
</div><p>Global PC shipments are expected to grow by a mere 0.3 percent to about 180 million units next year, as a surge in memory prices has added cost pressure on manufacturers, the Market Intelligence and Consulting Institute (MIC) said at a news conference in Taipei yesterday.</p>
<div class="lb-trans"><p>市场情报与咨询机构（MIC）在台北的新闻发布会上表示，预计全球个人电脑出货量明年仅增长 0.3%，约为 1.8 亿台，因为内存价格的飙升给制造商带来了成本压力。</p>
</div><p>As major memorychip suppliers such as Samsung Electronics Co and Micron Technology Inc shift resources and production capacity toward high-bandwidth memory, which is used primarily in servers and offers higher margins, the supply of low-power DRAM used in PCs and smartphones has been squeezed, tightening supply-demand conditions and pushing up prices, MIC ICT Industry Research Center deputy director Chris Wei (魏傳虔) said.</p>
<div class="lb-trans"><p>随着三星电子和美光科技等主要内存芯片供应商将资源和生产能力转向主要用于服务器的高带宽内存，并提供更高的利润率，个人电脑和智能手机中使用的低功耗 DRAM 供应受到挤压，供需状况紧张，价格上涨，MIC 信息与通信产业研究中心副主任魏传虔表示。</p>
</div><p>The memory price surge is expected to extend into the first quarter of next year, Wei said.</p>
<div class="lb-trans"><p>魏传虔表示，内存价格的飙升预计将延续到明年第一季度。</p>
</div><p>Whether the situation persists would depend on memory suppliers adjusting capacity allocations or PC brands renegotiating contracts with memorychip makers, he said.</p>
<div class="lb-trans"><p>他表示，情况是否持续将取决于内存供应商调整产能分配或个人电脑品牌与内存芯片制造商重新谈判合同。</p>
</div><p>As long as memorychip makers continue to prioritize enterprise and server products, it would be difficult to shift capacity back to the consumer segment, a situation that is expected to keep supplies tight and prices elevated for some time, he added.</p>
<div class="lb-trans"><p>他补充道，只要内存芯片制造商继续优先考虑企业和服务器产品，就很难将产能转回消费市场，这种情况预计将使供应紧张，价格在一段时间内保持高位。</p>
</div><p>PC brands are expected to cope with the situation by either raising prices or downgrading their products, Wei said.</p>
<div class="lb-trans"><p>魏传虔表示，个人电脑品牌预计将通过提高价格或降低产品档次来应对这一情况。</p>
</div><p>Dell Technologies Inc, HP Inc, Acer Inc (宏碁) and Asustek Computer Inc (華碩) are reportedly considering price increases.</p>
<div class="lb-trans"><p>据报道，戴尔科技、惠普、宏碁和华硕正在考虑提高价格。</p>
</div><p>While some other brands might opt to downgrade their products to absorb higher costs, this strategy is unlikely to be widely adopted for mainstream PCs, as most models do not necessarily have enough room for future memory upgrades, Wei said.</p>
<div class="lb-trans"><p>虽然其他一些品牌可能选择降低产品档次以吸收更高的成本，但这一策略不太可能在主流个人电脑中广泛采用，因为大多数型号并不一定有足够的空间进行未来的内存升级，魏传虔表示。</p>
</div><p>As for resource allocation, PC brands are likely to prioritize limited memory supplies for higher-margin or more stable product lines such as gaming and commercial PCs, he said.</p>
<div class="lb-trans"><p>关于资源分配，魏传虔表示，个人电脑品牌可能会优先考虑将有限的内存供应分配给利润更高或更稳定的产品线，如游戏和商业个人电脑。</p>
</div><p>Entry-level and consumer models, which carry lower margins, are more likely to face price increases or product downgrades, he added.</p>
<div class="lb-trans"><p>他补充道，入门级和消费型号由于利润较低，更可能面临价格上涨或产品降级。</p>
</div><p>Brands with a higher share of commercial products are also likely to have greater negotiating leverage, as the segment has more stable shipments and customer relationships, resulting in more stable contract pricing, Wei said.</p>
<div class="lb-trans"><p>魏传虔表示，拥有更高商业产品份额的品牌也可能拥有更大的谈判杠杆，因为该细分市场的出货量和客户关系更为稳定，从而导致合同定价更为稳定。</p>
</div><p>In contrast, products that rely more heavily on the consumer market are expected to bear the brunt of the impact, he said.</p>
<div class="lb-trans"><p>相反，依赖消费市场的产品预计将承受更大的影响，他表示。</p>
</div><p>Bloomberg News reported that Apple Inc plans to launch a more affordable MacBook model in the first half of next year, equipped with its A18 Pro processor, which is currently used in iPhones, Wei said.</p>
<div class="lb-trans"><p>彭博社报道，苹果计划在明年上半年推出一款更实惠的 MacBook 型号，配备其 A18 Pro 处理器，该处理器目前用于 iPhone，魏传虔表示。</p>
</div><p>The move, combined with rising memory prices, could add further pressure to PC brands’ pricing strategies next year, he said.</p>
<div class="lb-trans"><p>他表示，这一举措，加上内存价格的上涨，可能会进一步给个人电脑品牌的定价策略带来压力。</p>
</div>

Higher memory prices to hit PC shipments

- 全球 PC 出货量预计明年仅增长 0.3%，达到约 1.8 亿台。  
- 由于内存价格飙升，PC 品牌可能会提高价格或降低产品规格。  
- 苹果公司计划推出更实惠的 MacBook，以应对市场压力。

内存价格上涨将对 PC 出货量造成影响