Rising memory prices put pressure on terminal, consumer electronics industry chain needs differentiated response.

The prices of key components such as storage chips continue to rise globally, and cost pressures are quickly being transmitted along the consumer electronics industry chain. Mobile phones, PCs, and other terminal products are announcing price increases one after another, particularly putting pressure on mid-to-low-end models. Recently, reporters have learned that in the face of industry changes, terminal enterprises are actively adjusting product structures and optimizing supply chain layouts while stabilizing their main business. Upstream and downstream companies in the industry chain have also taken differentiated response measures, controlling costs, stabilizing profits, while expanding into new fields and seeking feasible paths through industry cycles. The cost pressure brought by the rise in memory prices has directly transmitted to the terminal consumer market, with smartphones and computers being the most affected categories, while smart wearable devices have temporarily avoided significant impacts due to product features. In contrast to smartphones and PCs, smart wearable devices have not been significantly affected. Reporters found that AI eyewear manufacturers and smartwatch product stores in the industry have not been greatly affected by the rise in memory prices, as they have not received price increase notices for their products at the moment. For example, in the case of AR glasses, their core selling point is optical display function, and memory is not the core competitive factor, thus the degree of impact from the rise in memory prices is relatively low.