The Ripple Effect of the Storage 'Super Cycle': Price Hikes Sweep Across the Terminal Consumer Electronics Sector, Affecting Notebooks, Domestic Mobile Phones, and More
1 week ago / Read about 0 minute
Author:小编   

Interviews conducted by reporters from the 'Sci-Tech Innovation Board Daily' have revealed that the impact of rising storage costs has now permeated the consumer electronics industry, leading to price hikes in key products like smartphones and notebooks. Notably, leading PC makers have initiated substantial price increases, with major notebook brands such as Lenovo, Dell, and HP collectively raising their prices by around 500-1500 yuan. Moreover, several newly released domestic mobile phone models have also experienced price hikes, ranging from 100 to 600 yuan compared to their previous iterations. The effect of storage price surges varies among AIoT chip manufacturers, while segments of the industrial chain like chip testing are seizing newfound development opportunities. An electronic industry analyst from a securities firm forecasts that a broad and significant uptick in storage prices could materialize in 2026, fueled by demand-supply imbalances, capital expenditures, and technological transitions. This cycle is expected to continue through the end of 2026 and may even extend into 2027.