近期，受全球存储芯片价格持续上涨影响，多家PC厂商宣布计划上调产品售价。存储成本是PC制造中的关键组成部分，尤其是DRAM（内存）和NAND Flash（固态硬盘）的价格波动，直接影响整机成本。自2023年下半年以来，由于上游晶圆厂减产、市场需求回暖以及AI服务器对高性能存储的强劲需求，存储芯片价格已连续多个季度上涨。据行业分析机构数据显示，部分DRAM和NAND产品价格涨幅超过30%。面对成本压力，包括戴尔、惠普、联想在内的主流PC制造商已向渠道商发出涨价通知，预计从2024年第二季度起，消费级和商用笔记本电脑、台式机等产品价格将普遍上调5%至10%。厂商表示，此次调价并非出于利润考量，而是为应对原材料成本激增所采取的必要措施。业内人士指出，若存储价格在下半年未能回落，PC终端售价可能进一步承压。消费者若计划购机，或可考虑在涨价全面落地前完成采购。同时，部分厂商也在通过优化供应链、提升高附加值产品比例等方式缓解成本压力，以维持市场竞争力。
Recently, multiple PC manufacturers have announced plans to raise product prices due to the sustained increase in global memory chip costs. Storage components—particularly DRAM (memory) and NAND Flash (solid-state drives)—are critical cost factors in PC manufacturing, and their price volatility directly impacts overall production expenses. Since the second half of 2023, memory chip prices have risen for several consecutive quarters, driven by upstream wafer fab production cuts, recovering market demand, and strong demand from AI servers for high-performance storage. According to industry analysts, prices for certain DRAM and NAND products have surged by over 30%.In response to mounting cost pressures, major PC makers—including Dell, HP, and Lenovo—have notified distributors of upcoming price adjustments. Starting in Q2 2024, consumer and commercial laptops and desktops are expected to see price increases of 5% to 10%. Manufacturers emphasize that these adjustments are not profit-driven but necessary responses to sharply rising component costs.Industry experts warn that if memory prices do not ease in the second half of the year, further upward pressure on PC retail prices is likely. Consumers planning to purchase new devices may consider doing so before the full impact of these price hikes takes effect. Meanwhile, some manufacturers are also mitigating cost pressures by optimizing supply chains and increasing the proportion of higher-value products to maintain competitiveness.
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