If phone users change their phones this year, the most obvious change is probably the “price increase”.
With the rising price of memory, you can already smell a hint of something off from this year’s mobile phone prices.
The recently released Redmi K90 series had to announce a price reduction due to the significant price difference between 256GB and 512GB.
Ji Ge believes that it’s not just about manufacturers making more money for everyone.
But the price of memory is constantly skyrocketing.
The reason is simple: the whole world is embracing AI, and data is one of the cores for training AI.
The demand for memory by AI is too high, and the produced memory is just a little bit, so the price naturally rises.
Therefore, there is no way to increase the price of memory.
To make matters worse, next year’s smartphones will not only face an increase in memory prices, but also face a larger price point – chips.
In the past two years, Apple has taken the lead in upgrading mobile phone chips to 3nm.
At that time, TSMC had already experienced a surge in prices.
There is no other reason, the new process nodes require extremely high capital expenditures and have lower yield rates.
Next year, mobile phone chips will be upgraded from N3P technology to N2 and N2P.
Subsequently, another round of price increases followed.
At this point, some users may say, “2nm is used by flagship phones, and we only need 4nm and 3nm for mid-range phones.
Ji Ge can only say… everyone still thinks the situation too well.
According to the latest media reports, TSMC has started issuing notices to major customers that prices for advanced process chips with a diameter below 5 nanometers will increase.
This covers customers such as Apple, and the expected price increase this time is 8-10%, which will be implemented next year.
Chips with processes below 5nm will all increase in price.
Memory prices have increased, you can buy the 256GB Beggar Edition to make do with it.
Are you willing to use an old chip with a 5nm or higher process, as the price of chips has increased?
Even the upcoming Dimensity 8500, this perfectly mid-range chip.
We use 4nm technology, which makes it easy to transition from frugality to luxury and difficult to transition from luxury to frugality.
As for the 2nm chip, Ji Ge has already mentioned that compared to 3nm, its price increase is over 50%.
Industry estimates suggest that the unit price of 2nm flagship mobile phone chips will reach approximately $280 after mass production.
Converted, a flagship mobile phone chip costs nearly 2000 RMB.
Besides, the issue of rising chip prices is unlikely to ease in the near future.
Because… those revolutionary AI also require the processes of Samsung and TSMC to produce chips.
And because the AI industry is currently wealthier, they are often able to accept higher price increases to grab some chip production capacity.
In other words, TSMC’s chip production capacity is not worried about selling
But if the flagship chip costs 2000 yuan per chip… the wave of new phones at the end of next year is likely to increase or decrease in price.
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