AI Computing Power Demand 'Diverts' Storage Capacity, Constraining Consumer-Grade Supply and Driving Up Consumer Electronics Prices, with the High-Price Trend Set to Continue
16 hour ago / Read about 0 minute
Author:小编   

Beginning in 2026, the consumer electronics market is poised to experience widespread price hikes, attributable to escalating storage chip costs. This trend will impact a broad spectrum of products, from smartphones to computers. Leading brands, including OPPO, Vivo, Apple, and Microsoft, have already implemented price increases. Mid-range smartphones are generally seeing price surges of RMB 300 to 1,000, while certain professional digital products have witnessed price jumps exceeding RMB 3,000. Industry analyses reveal that this wave of price increases is predominantly fueled by a sharp uptick in demand for AI computing power, which has led to the 'diversion' of advanced storage production capacity. Storage manufacturers have reallocated a significant portion of their production towards high-value-added AI storage solutions. Consequently, this shift has resulted in a diminished supply of consumer-grade storage products, triggering a notable spike in prices that has ultimately been passed down to end consumers. As for future price trajectories, expert opinions are divided. The majority anticipate that elevated prices will persist through 2027, although some contend that prices may reach their zenith earlier.

  • C114 Communication Network
  • Communication Home
7 X 24 Track global technological trends
Hot Topic