Since the latter half of 2025, a price - surge storm for memory chips has rapidly swept across the industrial chain. This wave of price hikes has traveled from upstream to downstream, impacting consumer electronics sectors like mobile phones, PCs, and home storage devices. Let's take DDR5 16Gb particles as an illustration. At the end of September, their unit price stood at $7.68, but by the end of October, it had soared to $15.5, representing a staggering 102% increase. This has forced downstream manufacturers to collectively step into what can be dubbed the 'toughest pricing season'.

Among mobile - phone manufacturers, mid - range models from brands such as OPPO and Honor have witnessed price increases ranging from 100 to 300 yuan. Xiaomi has also hinted that its product retail prices might see a significant uptick. In the PC sector, although Lenovo has experienced revenue growth, its net profit has dropped by 5% year - on - year due to the escalating cost of chips. On the other hand, HP is contemplating a response. It is considering reviewing its low - cost suppliers and redesigning its product lineup to cut down on memory configurations. This move could potentially lead to a downgrade in the storage capacities of its future PC products.

The home storage market hasn't been spared either. There have been substantial price increases, with domestic AI home storage products generally seeing a 20% - 30% rise compared to the Double 11 period. Mechanical hard drives and solid - state drives have also experienced significant price hikes. Institutions predict that this price - hike trend will persist at least until the first half of 2026, and it may well have a far - reaching impact on the consumer market.