“手机将全面涨价”，冲上热搜

当前，存储芯片成本的上涨正引发连锁反应，这一影响已波及手机行业，相关话题登上热搜。

China's leading smartphone brands are preparing for what could be the industry's largest collective price increase in nearly five years, after memory and storage chip costs surged more than 80 percent year on year, according to supply chain sources, reported Cailianshe.

据财联社消息，供应链最新信息显示，继2024年下半年触底反弹后，手机内存及存储芯片价格已连续多个季度保持上涨趋势，2026年伊始涨幅进一步扩大。

Industry data released today show that after bottoming out in the second half of 2024, prices for mobile DRAM and NAND flash chips have risen for several consecutive quarters, with the pace of increases accelerating at the start of 2026.

多位产业链人士证实，当前智能手机存储芯片采购成本较去年同期已上涨超过80%，且仍未见放缓迹象。受此成本压力传导，据渠道及ODM厂商透露，OPPO、一加、vivo、小米、iQOO、荣耀等多家头部手机品牌已拟定于3月初启动新一轮产品价格调整。这将是近五年来手机行业规模最大、涨幅最为显著的一轮集体调价。

Procurement costs for smartphone memory chips have climbed more than 80 percent compared with the same period last year, with no signs of easing.

Under mounting cost pressure, several top smartphone makers — including OPPO, OnePlus, vivo, Xiaomi, iQOO and Honor — are expected to launch a new round of product price adjustments in early March, according to channel partners and original design manufacturers.

If implemented, the move would mark the most significant coordinated price hike in China's smartphone market since 2021, both in scale and magnitude.

随着内存成本的频繁波动，2026年中国手机市场或将面临历史上首次一年内多次上调价格的局面。

Industry insiders warn that continued volatility in memory pricing could lead to multiple price increases within a single year — a scenario unprecedented in the modern Chinese smartphone market.

从主流品牌调价情况来看，国内厂商的近期发布的红米K90系列、iQOO 15等新款机型较上一代涨价100-600元不等，联想、OPPO等品牌的中端机型也普遍上调售价，部分机型涨幅达20%。

不过有数码博主表示，手机涨价的原罪并非存储，而是全供应链材料集体涨价所致。

Analysts say the sharp rebound in chip prices reflects tighter global supply and recovering demand across consumer electronics, underscoring how upstream semiconductor cycles continue to ripple through retail markets.

REDMI产品经理微博发文

千元机正在消失？

TrendForce集邦咨询2026年2月的数据显示：近三个月手机存储芯片现货价格累计上涨超过300%。

1TB闪存芯片的成本，从2025年的200多元，涨到了现在的近600元，直接翻了两倍多。12GB LPDDR5X内存的成本从200元涨到近600元，256GB UFS4.0闪存涨幅80%-90%。

内存，这个曾经被视为“白菜价”的零部件，如今成了手机行业最昂贵的“奢侈品”。

去年这段时间的手机市场出现了一个诡异的景象：旗舰机依然在卷影像、卷AI、卷屏幕，发布会一场接一场，噱头一个比一个足。而千元机市场却是静悄悄的。

有分析机构预测，2026年中国手机市场出货量将下降2.2%。但这背后，不是消费者不想换机了，而是大量中低端需求的被动萎缩。

有不少刚需网友直呼：换不起。

也有人非常淡定：

这波涨价潮，你怎么看？

来源：中国青年报 上海日报 财联社 新浪科技 九派新闻 电脑报 海报新闻

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