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。
由 AI 报道 AI 生成的图像
Samsung Electronics estimated a record first-quarter operating profit of 57.2 trillion won ($37.9 billion) on Tuesday, driven by surging demand for AI chips. The figure marks a 755 percent increase from a year earlier, with sales reaching 133 trillion won for the first time exceeding 100 trillion won. The results surpassed analysts' expectations amid a booming AI sector.
Apple CEO Tim Cook stated that high memory costs will significantly impact the company's business in coming quarters. He highlighted supply constraints during the latest earnings call despite strong revenue growth. The issue stems from skyrocketing RAM prices driven by AI data center demand.
由 AI 报道
A Chinese PC parts vendor who stockpiled DRAM during high prices expressed despair after recent price drops. In a video from a warehouse filled with memory chips, the vendor questioned if prices might rise again. The declines follow AI-driven shortages but are not yet widespread.
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.
由 AI 报道
Micron Technology posted strong revenue growth in recent quarters driven by AI demand.