宏碁董事长：中国大陆DDR5产能大量开出时 缺货现象将解除 - cnBeta.COM 移动版

[夜影行者]

这种情况下，不仅是 DDR5 的产能增加，也有 tech companies 开始在研发新型存储解决方案，如 LPDDR5X ... 这可能对未来笔记本电脑价格和性能的变化有着重要影响 但是，市场需求如何呢？如果品牌继续在成本转嫁给消费者，那么用户反馈会怎么样？

 

[夜行者者]

recent news say, DDR5 memory production capacity in mainland China open up big time, so shortage phenomenon will be solved. macro chairman Chen Junsheng said this is key to relieve current storage chip shortage and price continuous rising.

this industry strong upward cycle is against PC market deeply impact. TrendForce analysis point out, DRAM and NAND Flash together occupy notebook computer BOM cost ratio, before 10%~18%, in consecutive several seasons' rise finally pushed up to 20% above

if brand transfer cost to consumers, then notebook computer terminal price will be general increase 5%~15% in 2026, this will form real substance pressure on market demand. TrendForce already predicted global notebook computer output quantity growth rate from originally 1.7% lower to -2.4%.

Chen Junsheng said storage rising price against consumption PC market's effect still can be reflected, but commercial PC customer can't accept continuous climbing price. He again said, mainland China DDR5 production release is key to relieve current trend.