存储涨70%，旧手机变值钱

💡AI需求推高存储价70%—立即审视硬件供应链成本

⚡ 30-Second TL;DR

What Changed

eMMC 64GB价格从4美元涨至25美元

Why It Matters

AI基础设施成本上升，边缘设备开发者需评估存储预算；囤货模组厂如江波龙利润暴增。

What To Do Next

测试二手NAND在AI边缘设备上的可靠性以降低采购成本

Who should care:Enterprise & Security Teams

AI-generated analysis for this event.

•The surge in NAND and DRAM prices has triggered a shift in the secondary market, where 'recycled' storage chips are being harvested from decommissioned devices to meet the demand for low-cost IoT and entry-level consumer electronics.
•Major memory manufacturers have shifted capital expenditure toward HBM3e and HBM4 production to support the massive AI training clusters deployed by hyperscalers, effectively creating a supply vacuum for legacy nodes like eMMC 5.1 and LPDDR4.
•Regulatory bodies in several regions are investigating the potential environmental impact and consumer safety risks associated with the proliferation of 'refurbished' memory chips in new, budget-tier mobile devices.

Entry-level smartphone retail prices will increase by at least 15% throughout 2026.

The sustained supply-demand imbalance for legacy memory components forces manufacturers to pass on higher BOM costs to consumers.

The 'recycled storage' market will become a standardized industry segment by 2027.

As supply constraints persist, major OEMs are formalizing supply chains for harvested components to maintain margins on low-cost product lines.

2025-06

Memory manufacturers announce major shift of production capacity from legacy NAND to HBM for AI servers.

2025-11

Global spot prices for eMMC and LPDDR4 begin a sharp upward trend due to inventory depletion.

2026-01

Smartphone OEMs report significant BOM cost increases, leading to the first round of retail price adjustments.

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Original source: 虎嗅 ↗