At the turn of the year, a news about "the price of mobile phones will increase in 2024" has attracted attention.
*Chain exclusive news said that the semiconductor industry will collectively reduce production and raise prices, involving semiconductor components such as storage, screens, and power amplifiers.
According to reports, a number of semiconductor chip manufacturers have sent price increase notices to their end customers, which makes consumer electronics products or will enter a new cycle. According to relevant reports, Samsung raised the price of its DRAM storage products as early as the third quarter of 2023, and other manufacturers such as Kioxia have also adjusted their products accordingly.
In the field of flash memory, NAND Flash has begun to increase in price, but due to the small price drop in the early stage, there is no clear price increase information yet. But high-capacity products have already started the trend.
The price increase of semiconductor components, including screens, radio frequency, power amplifiers and other aspects, has increased by about 10% to 30%.
Taking the power amplifier as an example, there are two reasons for it: first, due to the recent rise in the upstream raw material copper, which has led to the simultaneous rise of packaging materials such as lead frames; Second, the increase in labor costs and the increase in other expenditures have led to the increase in labor costs.
Market analysts pointed out that the collective production cuts and price increases of the entire semiconductor industry have a huge impact on consumer electronics. It is expected that in 2024, consumer electronics such as smartphones will enter a new cycle of price increases.
Judging from the current news, the number of large memory mobile phones this year will decrease compared with last year, **also**, are you ready?
Editor: CC Synthesis: Wall Street Experience.