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涨价压力向供应链下游传导 中国显示器也开始涨价了

2026-11-01 17:14:41 网络 阅读(63)

2026年开年以来,AI算力需求引燃的记忆体晶片涨价潮不断升温。记忆体、固态硬碟价格上涨的同时,涨价压力向供应链下游传导——显示器价格也出现了上涨迹象。

涨价压力向供应链下游传导 中国显示器也开始涨价了

得物APP一款泰坦军团的显示器,近90天数据显示,价格从人民币(下同)482元涨至547元,上涨65元,涨幅约13.49%。

京东上一款KTC显示器,慢慢买APP的数据显示,该款产品在8月20日曾经跌至1,064.34元近60日低点,9月10日以来则出现上涨,最新价格为1,199.7元。

据《界面新闻》20日(周日)报导,KTC京东旗舰店客服人员说:「价格偶尔会因活动力道或市场波动而变化,可能会出现部分商品涨价或降价的情况。」

洛图科技(RUNTO)最新发布的报告显示,电竞显示器8月线上市场均价为1,168元,较一年前上涨约7.0%。

报告指出,本轮显示器涨价的根源,在于整条产业链的成本压力持续累积、传导和释放,包括驱动晶片、主板、电源元器件、背光模组等核心料件。

显示器并非记忆体晶片的密集型使用产品,但产业所需的控制板、接口晶片及配套电子物料,同样身处整体半导体产能偏紧的大环境中,采购成本随之同步擡升,进一步放大了显示器整机成本上行压力。

当前全球记忆体晶片市场处于结构性供需失衡状态。TrendForce集邦咨询最新发布的产业报告指出,2026年上半年NOR Flash、SLC NAND利基闪存合约价累计涨幅分别达到100%-120%、130%-150%,下半年供需缺口仍未缓解,两类产品预计继续上涨60%-75%;通用型TLC NAND第二季合约价较第一季上涨70%-75%,DRAM合约价涨幅58%-63%,写下近十五年单季最高涨幅纪录。

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      "pinyin": "AI",
      "name": "科技",
      "path": "/new/AI"
    },
    {
      "id": 18223,
      "title": "一年涨2次!记忆体晶片荒持续  三星将大部分Galaxy S26系列手机价格上调100美元",
      "shortTitle": "一年涨2次!记忆体晶片荒持续  三星将大部分Galaxy S",
      "img": "https://cimg.cnyes.cool/prod/news/6620052/l/10c51c466c6c8aaa3f6ed04860abb539.jpg",
      "createdAt": "2026-10-01T23:30:03.000Z",
      "description": "三星Galaxy S26系列多数机型涨100美元,S26、S26+、Ultra售价升至1000、1200、1400美元
Ultra 1TB版涨200美元至2000美元;S26 FE与Z Fold 8、Z Flip 8冻涨
记忆体荒推升成本,三星转嫁消费者;若缺货续存,其他Android旗舰恐跟进提价",
      "pv": 338,
      "pinyin": "AI",
      "name": "科技",
      "path": "/new/AI"
    },
    {
      "id": 20618,
      "title": "英特尔传拿下苹果、辉达、微软等6大科技厂代工案 14A制程成关键",
      "shortTitle": "英特尔传拿下苹果、辉达、微软等6大科技厂代工案 14A制程成",
      "img": "https://cimg.cnyes.cool/prod/news/6631821/l/d966851a941240526f4fab36226ba687.jpg",
      "createdAt": "2026-10-16T01:50:02.000Z",
      "description": "英特尔传获6大科技厂代工案,主攻14A制程。
苹果案估60万片晶圆、营收150亿至200亿美元;Anthropic潜在商机最高800亿美元。
14A预计2027年试产、2028年量产;18A良率传达85%,EMIB-T封装良率98%。",
      "pv": 304,
      "pinyin": "AI",
      "name": "科技",
      "path": "/new/AI"
    },
    {
      "id": 18224,
      "title": "Muse引爆「主动式电商」AI代理人恐重塑Airbnb、Amazon商业模式",
      "shortTitle": "Muse引爆「主动式电商」AI代理人恐重塑Airbnb、Am",
      "img": "https://cimg.cnyes.cool/prod/news/6619983/l/439411e49d315a8a9164ed7664273aa9.jpg",
      "createdAt": "2026-10-01T23:30:03.000Z",
      "description": "MBI测试Muse后,清空Airbnb并加码Meta,认为AI自回答问题走向替使用者完成任务。
他称Muse可跨站比价、直接预订,恐削弱Airbnb、Booking等OTA流量、信任与中介优势,并压缩估值。
Muse也恐冲击亚马逊广告、Uber与DoorDash,但程度取决于忠诚度、供给与履约能力。",
      "pv": 260,
      "pinyin": "AI",
      "name": "科技",
      "path": "/new/AI"
    },
    {
      "id": 22222,
      "title": "记忆体涨价潮恐延续至2028年!TrendForce估HBM明年营收破2000亿美元",
      "shortTitle": "记忆体涨价潮恐延续至2028年!TrendForce估HBM",
      "img": "https://cimg.cnyes.cool/prod/news/6639462/l/feffb48f16ae4e9ac55d4939b1961bc8.jpg",
      "createdAt": "2026-10-28T14:10:05.000Z",
      "description": "TrendForce估DRAM涨价可延续至2028年上半年,2027年LTA恐涵盖60%至70%交易量
预估2027年HBM ASP年增122%至每Gb 3.7美元,营收年增逾230%突破2,000亿美元
洁净室不足与设备交期长限制扩产,2028年前DRAM有效供给难显著增加",
      "pv": 222,
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      "id": 17539,
      "title": "美国两党推法案限制中国光模组!新易盛、中际旭创列管  AI资料中心恐受冲击",
      "shortTitle": "美国两党推法案限制中国光模组!新易盛、中际旭创列管  AI资",
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      "description": "美国两党议员9月25日提案,拟禁联邦政府在涉敏感资讯系统使用中国制光模组。
法案锁定成都新易盛、300308-CN中际旭创等供应商;美国国防部已将中际旭创列入1260H清单。
支持者称可降低AI资料中心与政府系统风险;业界忧供应受限恐拖慢美国AI基建。",
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      "id": 11741,
      "title": "AI晶片封装大突破 日厂新光电气做出「22层玻璃基板」",
      "shortTitle": "AI晶片封装大突破 日厂新光电气做出「22层玻璃基板」",
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      "createdAt": "2026-08-18T04:00:30.000Z",
      "description": "日本半导体封装基板制造商新光电气工业(Shinko Electric Industries)在玻璃基板技术取得重大突破,成功建构22层铜布线结构,在玻璃基板两面各堆叠11层铜布线层,显示玻璃基板朝高层数、高密度封装再跨出关键一步。 玻璃基板长期被视为先进半导体封装的重要发展方向,但实际应用一直受到「SeWaRe」问题限制,也就是玻璃内部可能出现裂缝或分层。 玻璃虽具有优异平整度与低热膨胀系数,但材质本身较脆,在加工及热循环过程中容易产生微裂纹,进而影响产品良率与可靠性。 新光电气此次透过材料创新",
      "pv": 185,
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      "id": 20697,
      "title": "集邦: Meta、中系品牌齐发力 估2026年AR眼镜出货翻倍至131万台",
      "shortTitle": "集邦: Meta、中系品牌齐发力 估2026年AR眼镜出货翻",
      "img": "https://cimg.cnyes.cool/prod/news/6632066/l/24c0d49fb9571cadf0f1f049d11eb7a8.jpg",
      "createdAt": "2026-10-16T09:00:28.000Z",
      "description": "研调中心TrendForce指出,AR眼镜逐步由概念验证走向消费市场,Meta Ray-Ban Display Glasses展现超乎市场预期的成长动能,带动品牌与供应链加快产品布局。受惠于Meta(META-US)产品带动的外溢效应,其余AR眼镜品牌亦积极拓展产品线与销售市场,趁着其他科技巨头尚未全面入局,全球AR眼镜出货量将由2025年的62万台跃升至2026年131万台,年增率达111.1%。 品牌竞争部分,TrendForce提到,2026年Meta将以约20%的出货占比持续领先,其余四",
      "pv": 173,
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      "id": 6913,
      "title": "不止车用晶片!辉达将供应丰田GPU与开发工具 在自动操控机械「物理AI」领域扩大日企合作",
      "shortTitle": "不止车用晶片!辉达将供应丰田GPU与开发工具 在自动操控机械",
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      "description": "美国 AI 晶片巨擘辉达今 (16) 日宣布,将在自动操控机械的「物理 AI」领域扩大与日本企业合作,将参与日本车厂丰田技术验证城市「Woven City」部分计划的开发。提供基础技术以促进 AI 在日本的应用。 辉达将向丰田子公司、涉足先进技术研发的 Woven by Toyota 提供 GPU 和开发工具。这将有助于发展 Woven City 交通管制系统所需的 AI 模型。 辉达将向丰田提供下一代汽车的半导体,也将提供开发在制造现场驱动机器人的 AI 所需的软体基础技术。丰田将把这些技术用",
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      "title": "Bernstein逆势看多AI!上调伺服器、AI晶片出货预测、称2026年是ASIC转折年",
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    "title": "涨价压力向供应链下游传导 中国显示器也开始涨价了",
    "shortTitle": "涨价压力向供应链下游传导 中国显示器也开始涨价了",
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    "description": "AI算力需求带动记忆体晶片涨价,压力传导至供应链下游,显示器价格也出现上涨
得物APP泰坦军团显示器近90天从482元涨至547元;京东KTC显示器9月10日以来回升至1,199.7元
RUNTO称8月电竞显示器线上市场均价1,168元、年增7.0%,主因驱动晶片、主板等成本压力累积",
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    "content": "<p>2026年开年以来,AI算力需求引燃的记忆体晶片涨价潮不断升温。记忆体、固态硬碟价格上涨的同时,涨价压力向供应链下游传导&mdash;&mdash;显示器价格也出现了上涨迹象。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6611344/l/7c77745c10ceef0d9d6f32995f1ddaf8.jpg\" alt=\"涨价压力向供应链下游传导 中国显示器也开始涨价了\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>得物APP一款泰坦军团的显示器,近90天数据显示,价格从人民币(下同)482元涨至547元,上涨65元,涨幅约13.49%。</p>\n\n<p>京东上一款KTC显示器,慢慢买APP的数据显示,该款产品在8月20日曾经跌至1,064.34元近60日低点,9月10日以来则出现上涨,最新价格为1,199.7元。</p>\n\n<p>据《界面新闻》20日(周日)报导,KTC京东旗舰店客服人员说:「价格偶尔会因活动力道或市场波动而变化,可能会出现部分商品涨价或降价的情况。」</p>\n\n<p>洛图科技(RUNTO)最新发布的报告显示,电竞显示器8月线上市场均价为1,168元,较一年前上涨约7.0%。</p>\n\n<p>报告指出,本轮显示器涨价的根源,在于整条产业链的成本压力持续累积、传导和释放,包括驱动晶片、主板、电源元器件、背光模组等核心料件。</p>\n\n<p>显示器并非记忆体晶片的密集型使用产品,但产业所需的控制板、接口晶片及配套电子物料,同样身处整体半导体产能偏紧的大环境中,采购成本随之同步擡升,进一步放大了显示器整机成本上行压力。</p>\n\n<p>当前全球记忆体晶片市场处于结构性供需失衡状态。TrendForce集邦咨询最新发布的产业报告指出,2026年上半年NOR Flash、SLC NAND利基闪存合约价累计涨幅分别达到100%-120%、130%-150%,下半年供需缺口仍未缓解,两类产品预计继续上涨60%-75%;通用型TLC NAND第二季合约价较第一季上涨70%-75%,DRAM合约价涨幅58%-63%,写下近十五年单季最高涨幅纪录。</p>\n\n<p> </p><div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/new/AI/article-11549.html\" title=\"记忆体顶部提前?三星、SK海力士遭多家券商下调目标价 价差最多达200万韩元\">记忆体顶部提前?三星、SK海力士遭多家券商下调目标价 价差最多达200万韩元</a></li>\n    <li><a href=\"/new/AI/article-15846.html\" title=\"AI领袖齐喊放慢脚步!晶片股沦「痛苦交易」SOXX重挫近6% 投资人重新检视支出\">AI领袖齐喊放慢脚步!晶片股沦「痛苦交易」SOXX重挫近6% 投资人重新检视支出</a></li>\n    <li><a href=\"/new/AI/article-20077.html\" title=\"AI学会「寄生繁殖」!Anthropic警告:小模型已有生命迹象  AI蠕虫恐引爆全球网路灾难\">AI学会「寄生繁殖」!Anthropic警告:小模型已有生命迹象  AI蠕虫恐引爆全球网路灾难</a></li>\n    <li><a href=\"/new/AI/article-4451.html\" title=\"外资恐被迫卖超韩股!高盛:三星SK海力士权重越高 每增1%将逼走20亿美元资金\">外资恐被迫卖超韩股!高盛:三星SK海力士权重越高 每增1%将逼走20亿美元资金</a></li>\n    <li><a href=\"/new/AI/article-8910.html\" title=\"彭博模拟AI泡沫破裂:全球GDP恐损失1.6兆美元\">彭博模拟AI泡沫破裂:全球GDP恐损失1.6兆美元</a></li>\n    <li><a href=\"/new/AI/article-23029.html\" title=\"防AI晶片转供中国?传辉达要求全球云端客户设限 服务中国企业占比不得逾49%\">防AI晶片转供中国?传辉达要求全球云端客户设限 服务中国企业占比不得逾49%</a></li>\n  </ul>\n</div>",
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