近日，蔚来汽车创始人、董事长兼CEO李斌在一次公开活动中表示，当前内存（DRAM）价格的持续上涨给智能电动汽车的研发与生产带来了巨大成本压力。作为高度依赖高性能计算和大量数据处理的智能电动车企，蔚来在其车辆中广泛使用高带宽内存以支持自动驾驶、智能座舱等先进功能。然而，自2023年下半年以来，全球内存市场供需失衡，导致DRAM价格连续多个季度上涨，部分型号涨幅超过30%。李斌坦言，这一趋势显著增加了整车BOM（物料清单）成本，对毛利率构成挑战。尽管蔚来正通过优化供应链、提升零部件复用率及加强与上游供应商的战略合作来缓解影响，但他也呼吁行业共同关注半导体产业链的稳定性。值得注意的是，内存涨价不仅影响蔚来，也波及整个智能汽车与消费电子行业。未来，如何在保障技术创新的同时控制硬件成本，将成为车企竞争的关键因素之一。
Recently, Li Bin, founder, chairman, and CEO of NIO, stated during a public event that the ongoing surge in memory (DRAM) prices is exerting significant cost pressure on the research, development, and production of smart electric vehicles. As a company heavily reliant on high-performance computing and extensive data processing, NIO extensively uses high-bandwidth memory in its vehicles to support advanced features like autonomous driving and intelligent cockpits. However, since the second half of 2023, global supply-demand imbalances in the memory market have driven DRAM prices upward for multiple consecutive quarters, with some models seeing price increases exceeding 30%. Li acknowledged that this trend has substantially raised the vehicle’s BOM (Bill of Materials) costs, challenging NIO’s gross margins. While the company is mitigating the impact through supply chain optimization, increased component reuse, and deeper strategic partnerships with upstream suppliers, Li also called for broader industry attention to the stability of the semiconductor supply chain. Notably, rising memory prices are affecting not only NIO but the entire smart automotive and consumer electronics sectors. Going forward, balancing technological innovation with hardware cost control will be a critical factor in automakers’ competitiveness.
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