中国电动汽车制造商比亚迪宣布，将高端DiPilot 300辅助驾驶系统价格上调21%，归因于全球存储硬件成本急剧上涨。新价格将于周五生效。
比亚迪周二宣布，从周五起，DiPilot 300可选辅助驾驶系统的价格将从9900元上涨至12000元（约1757美元）。公司明确表示，此举系由于“全球存储硬件成本的急剧上涨”所致。该系统适用于公司中高端车型，支持高速公路自动导航和自动泊车，并使用激光雷达传感器以及内存芯片进行数据缓冲、处理和存储。
分析师指出，高端汽车将是内存“超级周期”下一个受重创的消费品类。TrendForce分析师陈宏艳表示：“高端车型严重依赖激光雷达、多通道高像素摄像头和毫米波雷达，它们需要高性能芯片搭配大容量、高带宽内存。”
Counterpoint Research副主任李伟补充，中端车型将“首当其冲”，而高端买家“对价格变化通常不敏感”，低端车型则“通常不配备这些昂贵技术包”。李伟还提到，价格上涨正蔓延至平板电脑和虚拟现实头显等使用内存芯片的消费电子品类。例如，字节跳动虚拟现实部门Pico将于7月1日起因内存成本和供应链不稳而上调批发价。
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During its Q1 2026 earnings call, HP executives revealed that RAM now represents 35 percent of the company's PC costs, up from 15 to 18 percent last quarter. The surge is attributed to AI-driven demand straining memory supplies. HP anticipates further price volatility and plans to raise PC prices in response.
Xiaomi, Chery and FAW have raised prices on their electric vehicles amid surging chip and raw material costs, a sharp departure from 2025's aggressive cuts, though analysts caution that weak demand could force reversals. The trend started earlier this month, with Xiaomi making the latest adjustment.
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A Xiaomi executive warned on an earnings call that memory prices surging 'beyond imagination' are drawing smartphone makers into a long-term price-raising cycle, after which some players may suffer significant losses or even closure. The company reported a 27 percent year-on-year drop in fourth-quarter net profit.
Several Chinese analogue chipmakers have raised prices recently, aligning with global leaders like Texas Instruments. Analysts say the increases allow China's mature-node producers to compete with US and European rivals without sacrificing much margin. The repricing stems from surging upstream costs and explosive AI-driven demand.
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China's BYD, the world's largest electric vehicle seller, is considering an entry into Formula 1 as its first major push into elite auto racing. The automaker is evaluating options such as acquiring an existing team or building one from scratch, amid the sport's shift toward hybrid engines. No final decision has been made, with costs potentially reaching $500 million per season posing a significant barrier.