<p>（第一財經）11 月 27 日 -- 根據行業內部人士的説法，記憶體價格自今年下半年開始的飆升，正以前所未有的速度從供應鏈的上游蔓延至下游，影響到包括手機和家庭網絡附加存儲設備在內的各種消費電子產品。</p>
<p>消費電子製造商正進入 “最困難的定價季節”，需要在控制生產成本和維持市場份額之間尋求艱難的平衡，內部人士告訴第一財經。</p>
<p>內部人士指出，自上個月中旬以來，機械硬盤和固態硬盤的價格已上漲約 30% 至 40%，而計算機內存的價格則翻了一番，並補充説，價格上漲可能會在明年繼續。</p>
<p>領先的市場情報提供商 TrendForce 的分析師黃宇軒告訴第一財經，如果內存價格繼續飆升，手機制造商可能也會提高價格，以抵消原材料成本上升帶來的壓力。</p>
<p>黃指出，儘管價格大幅上漲，手機制造商仍無法停止購買內存，因為這將導致其市場份額迅速下降。</p>
<p>內部人士指出，領先公司的內存芯片庫存大約只能支持不到兩個月的生產，而一些公司動態隨機存取內存的庫存不足三週。供應商將價格提高近 50% 進一步加大了手機制造商的壓力。</p>
<p>智能手機巨頭 Oppo Mobile Telecommunications 將其新款 Reno15 系列的價格提高了約 200 元人民幣（28.25 美元），而同行 Honor Device 則將其 Honor 50 系列的價格提高了約 200 元人民幣。Realme、iQOO、Redmi 等中端手機品牌的價格也上漲了 100 元至 300 元人民幣。</p>
<p>TrendForce 的分析師王宇琪表示，內存價格上漲主要是由於對構建人工智能基礎設施的爆炸性需求，導致此類產品出現顯著的供給缺口，預計這一趨勢將在明年繼續。她補充説，需要密切關注消費產品的需求是否會因產品價格上漲而受到抑制。</p>
<p>供應商 ZSpace 的一位高管告訴第一財經，自本月初中國 “雙 11” 購物節以來，人工智能網絡附加存儲設備的價格上漲了約 20% 至 30%。</p>
<p>黃對第一財經表示：“記憶產品價格的急劇上漲已經對利潤率相對較低的低端智能手機制造商造成了沉重打擊，一些產品的利潤率甚至為負。” 他補充説：“由於預計這一趨勢將持續，手機制造商已開始減少負利潤產品的產量。”</p>
<p>總部位於深圳的傳音控股是一家主要向非洲銷售產品的智能設備製造商，在其第三季度財報中強調了成本上升帶來的運營壓力，儘管其營業收入僅下降了 3.3%，但截至 9 月 30 日的九個月內淨利潤暴跌 45%。</p>
<p>編輯：唐詩華，馬丁·卡迪耶夫</p>

傳音控股

<p>中國消費電子市場的內存價格正在迅速上漲，影響到手機和存儲設備。製造商面臨平衡生產成本和市場份額的挑戰。硬盤和內存的價格飆升，預計還會進一步上漲。手機制造商可能會因成本上升而提高價格。對人工智能基礎設施的需求推動了價格上漲，影響了低端智能手機制造商。傳音控股因成本上升報告淨利潤下降 45%。這一趨勢預計將持續，影響消費品需求</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>（第一財經）11 月 27 日 -- 根據行業內部人士的説法，記憶體價格自今年下半年開始的飆升，正以前所未有的速度從供應鏈的上游蔓延至下游，影響到包括手機和家庭網絡附加存儲設備在內的各種消費電子產品。</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>消費電子製造商正進入 “最困難的定價季節”，需要在控制生產成本和維持市場份額之間尋求艱難的平衡，內部人士告訴第一財經。</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>內部人士指出，自上個月中旬以來，機械硬盤和固態硬盤的價格已上漲約 30% 至 40%，而計算機內存的價格則翻了一番，並補充説，價格上漲可能會在明年繼續。</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>領先的市場情報提供商 TrendForce 的分析師黃宇軒告訴第一財經，如果內存價格繼續飆升，手機制造商可能也會提高價格，以抵消原材料成本上升帶來的壓力。</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>黃指出，儘管價格大幅上漲，手機制造商仍無法停止購買內存，因為這將導致其市場份額迅速下降。</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>內部人士指出，領先公司的內存芯片庫存大約只能支持不到兩個月的生產，而一些公司動態隨機存取內存的庫存不足三週。供應商將價格提高近 50% 進一步加大了手機制造商的壓力。</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>智能手機巨頭 Oppo Mobile Telecommunications 將其新款 Reno15 系列的價格提高了約 200 元人民幣（28.25 美元），而同行 Honor Device 則將其 Honor 50 系列的價格提高了約 200 元人民幣。Realme、iQOO、Redmi 等中端手機品牌的價格也上漲了 100 元至 300 元人民幣。</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 的分析師王宇琪表示，內存價格上漲主要是由於對構建人工智能基礎設施的爆炸性需求，導致此類產品出現顯著的供給缺口，預計這一趨勢將在明年繼續。她補充説，需要密切關注消費產品的需求是否會因產品價格上漲而受到抑制。</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>供應商 ZSpace 的一位高管告訴第一財經，自本月初中國 “雙 11” 購物節以來，人工智能網絡附加存儲設備的價格上漲了約 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>黃對第一財經表示：“記憶產品價格的急劇上漲已經對利潤率相對較低的低端智能手機制造商造成了沉重打擊，一些產品的利潤率甚至為負。” 他補充説：“由於預計這一趨勢將持續，手機制造商已開始減少負利潤產品的產量。”</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>總部位於深圳的傳音控股是一家主要向非洲銷售產品的智能設備製造商，在其第三季度財報中強調了成本上升帶來的運營壓力，儘管其營業收入僅下降了 3.3%，但截至 9 月 30 日的九個月內淨利潤暴跌 45%。</p>
</div><p>Editors: Tang Shihua, Martin Kadiev</p>
<div class="lb-trans"><p>編輯：唐詩華，馬丁·卡迪耶夫</p>
</div>

業內人士稱，內存價格的上漲正在迅速蔓延至中國的消費電子市場