The phone has begun a new round of price adjustments. The root cause of the current collective price increase of mobile phones and computers is that AI servers are crowding out storage production capacity, the supply of consumer-grade DRAM and NAND has been severely compressed, and costs are transmitted to the entire machine along the industrial chain. A manufacturer supplying goods to merchants in Huaqiangbei in Shenzhen told reporters, “Today's memory sticks are the same as gold. The price is one day, and the price will definitely rise again in December.” According to analysis by industry insiders, the current wave of price increases for mobile phones and computers will continue until at least the second half of 2027, and may gradually decline around 2028, but if demand for AI continues to exceed expectations, the inflection point will be delayed.

The phone has begun a new round of price adjustments. The root cause of the current collective price increase of mobile phones and computers is that AI servers are crowding out storage production capacity, the supply of consumer-grade DRAM and NAND has been severely compressed, and costs are transmitted to the entire machine along the industrial chain. A manufacturer supplying goods to merchants in Huaqiangbei in Shenzhen told reporters, “Today's memory sticks are the same as gold. The price is one day, and the price will definitely rise again in December.” According to analysis by industry insiders, the current wave of price increases for mobile phones and computers will continue until at least the second half of 2027, and may gradually decline around 2028, but if demand for AI continues to exceed expectations, the inflection point will be delayed.