伯恩斯坦_亚洲科技：内存价格对智能手机行业的历史启示

报告摘要

Asia Tech Hardware Asia Tech: What history tells about memory pricing impact on smartphone sector?

核心要点

19 November 2025
18 Nov
2382.HK (Sunny Optical)
65.75
110.00
2.48
3.38
4.04

报告信息

文件全名: 《伯恩斯坦_亚洲科技：内存价格对智能手机行业的历史启示-23页.pdf》
适合读者: 战略规划行业研究员
核心数据: rise around 30-40% QoQ (memory tracker). While no contract is signed yet, the price increase
models. Memory accounts for about 4% of an iPhone’s ASP, 7% of a Xiaomi flagship, and
over 10% of a Redmi model’s ASP (as of 3Q25). For Xiaomi, a 40% memory price increase
partly offset this pressure. The Xiaomi 17 series shipments grew 30% over the previous
generation, with 80% of the mix being 17 Pro and 17 Pro Max, which we find impressive
核心议题: DRAMNAND

常见问题

《伯恩斯坦_亚洲科技：内存价格对智能手机行业的历史启示》主要包含哪些内容?

Asia Tech Hardware Asia Tech: What history tells about memory pricing impact on smartphone sector?核心数据:rise around 30-40% QoQ (memory tracker). While no contract is signed yet, the price increase;models. Memory accounts for about 4% of an iPhone’s ASP, 7% of a Xiaomi flagship, and;over 10% of a Redmi model’s ASP (as of 3Q25). For Xiaomi, a 40% memory price increase。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 23。

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本报告免费查阅,登录资料宝后即可在线获取完整内容。

这份报告适合哪些读者?

适合战略规划、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了DRAM、NAND等议题。