AI搶料致手機內存漲價 明年或見加價潮

Ai




手機價格將再升一級?罪魁禍首竟然係人工智能(AI)

最近有報告指出,手機製造商面臨記憶體價格飆升嘅壓力,尤其係小米、OPPO同Vivo等品牌,已經暫停咗向記憶體供應商買貨,RAM存貨亦開始短缺。呢個情況主要係因為AI數據中心對記憶體嘅需求大增,令價格水漲船高。

根據報導,手機用嘅RAM同儲存晶片製造商,為咗滿足數據中心嘅需求,將生產能力轉向呢啲客戶。記憶體供應有限,需求卻激增,自然推高咗成本。報導指出,供應商提供俾數據中心嘅價格,可能比手機製造商高出三成甚至更多,令手機廠商好難繼續維持成本。

更麻煩係,部分記憶體大廠如Micron、三星、Kioxia等,為咗推高儲存晶片價格,反而減少咗NAND閃存的產量。有消息人士估計,記憶體價格喺2026年上半年仍會持續上升。

雖然報導主力講緊中國品牌,但呢個問題係全球性嘅,因為包括Samsung、Apple等大廠都係用同一條供應鏈。RAM同儲存晶片喺手機成本中佔有唔少比例,當價格上升時,最終都會反映喺消費者手上。

如果AI基建嘅需求保持強勁,未來手機甚至其他科技產品嘅價格都可能繼續上升,消費者要準備好面對更貴嘅新機價錢。

評論與見解:

呢篇報導指出AI對手機硬件供應鏈嘅深遠影響,揭示咗科技發展帶來嘅新挑戰。記憶體價格飆升唔單止係因為供應不足,仲反映出數據中心對高性能硬件嘅龐大需求,凸顯咗AI技術喺未來經濟中嘅重要地位。

從消費者角度睇,手機價格上升固然令人頭痛,但同時我哋亦應該認識到,手機硬件提升(尤其係RAM同儲存空間)係支撐AI應用嘅基礎。未來手機功能越來越強大,唔單止係硬件規格嘅提升,更係人工智能帶嚟嘅用戶體驗革新。

不過,業界應該積極尋找解決方案,例如加強記憶體製造技術、開發新型儲存材料,甚至優化AI系統嘅硬件需求,減少對高成本記憶體嘅依賴。政府及企業亦可考慮多元化供應鏈,避免過度依賴少數供應商,從而減低價格波動風險。

總括而言,AI帶嚟嘅不只是技術變革,亦係產業鏈及市場結構嘅深刻調整。作為消費者,我哋要有心理準備接受價格變動,但同時亦要期待未來手機帶嚟嘅更多可能性。這種轉變亦提醒我哋,科技進步係雙面刃,既有機會亦有挑戰,如何平衡兩者,係業界同用戶共同面對嘅課題。

以上文章由特價GPT API KEY所翻譯及撰寫。而圖片則由FLUX根據內容自動生成。

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