小米高管在财报电话会议上警告，内存价格“超乎想象”地飙升，正将智能手机制造商拖入长期涨价周期，周期结束后部分厂商可能遭受重大损失甚至倒闭。公司同时公布第四季度净利润同比下降27%。
小米集团在周二（3月24日）的财报电话会议上公布了2026财年第四季度业绩。执行官Lu表示，内存价格以“超乎想象”的幅度上涨，正迫使智能手机厂商进入长期涨价周期。“当涨价周期结束时，一些厂商可能遭受重大损失甚至面临倒闭，”他说，但未进一步阐述。他补充称，这一挑战也将推动行业创新。 小米第四季度净利润同比下降27%，至65亿元人民币（约9.43亿美元），为一年内最低季度数字，也是自2024年第二季度以来首次同比下滑。同期营收同比增长7.3%，环比增长3%，达1169亿元人民币，符合分析师预期的57.8亿元利润和1160亿元销售。 智能手机业务受到内存成本上涨挤压，第四季度出货量同比下降11.6%至3770万部，导致该最大收入来源营收下滑13.6%至443亿元人民币。尽管公司转向高端机型，智能手机平均售价仍同比下跌2.2%，从1202元降至1176元。
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A shortage of ram and flash memory chips, driven by the ai boom, has caused prices to triple in just three months, making it a poor time to build or upgrade pcs. While gpu prices have stabilized, the rising costs affect ssds and both ddr4 and ddr5 kits, with higher-capacity options hit hardest. Manufacturers like lenovo are stockpiling components to mitigate impacts.
The smartphone market grew 1.9% in 2025 despite tariffs and economic pressures, with Apple and Samsung capturing 39% of global shipments. Premium devices drove the gains, but a looming RAM shortage threatens higher prices in 2026. Industry experts warn of potential market contraction unless supply issues ease.
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Major memory manufacturers like Samsung, SK Hynix, and Micron are reporting record profits due to surging demand for RAM fueled by the AI industry. Prices for consumer RAM have more than quadrupled in recent months, with analysts predicting further increases in 2026. This boom stems from competition for limited supplies and shifts in production toward AI-specific memory types.
小米公司推出17 Ultra智能手机，与徕卡合作，旨在通过先进光学技术挑战苹果iPhone Pro Max在手机摄影领域的领先地位。该机型起售价为998美元，比上一代高出近8%，主要因内存芯片成本飙升。
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A global shortage of RAM, driven by AI data center demands, has caused PC memory prices to surge by 40 to 70 percent in 2025, leading to higher costs and lower specs for computers in 2026. This development is dampening the hype around so-called AI PCs, as manufacturers shift focus amid waning consumer interest. Analysts predict volatility in PC sales this year, with shortages persisting beyond 2026.
Nintendo has confirmed it will not raise the price of its Switch 2 console in the near term, despite surging memory component prices driven by AI demand. President Shuntaro Furukawa stated during the company's latest earnings Q&A that current measures have shielded profitability so far. The firm prioritizes expanding the console's user base over short-term financial pressures.
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Samsung Electronics reported a 21% increase in third-quarter net profit to 12.22 trillion won on October 30. The semiconductor division's record performance, driven by the AI boom, led the gains. Operating profit surged 32.5% to 12.16 trillion won, beating market expectations.