
受記憶體等零組件價格上漲影響,消費性電子產品售價調漲,筆記型電腦漲幅最大,手機、平板亦跟進。三星電子行動通訊事業部總經理陳啓蒙指出,AI趨勢推升記憶體需求,預估明年底前需求仍熱,電子消費市場漲價壓力持續。蘋果iPhone18Pro系列上漲約5000元,前一代iPhone17系列亦逆勢調漲而非降價。PC及NB產品截至第三季漲幅逾30%,預期漲勢將持續至2027年。
AI-generated summary
受記憶體等零組件價格上漲影響,消費性電子產品售價調漲,筆記型電腦漲幅最大,手機、平板亦跟進。
記者王憶紅、卓怡君/專題報導
受到記憶體等價格上漲壓力推升,消費性電子產品今年以來售價都較前一代明顯變貴,就消費者體感而言,可說是筆記型電腦漲最多,其次是手機、平板等。台灣三星電子行動通訊事業部總經理陳啓蒙表示,在AI趨勢下,記憶體等零組件價格大漲,推升消費性電子產品價格持續調漲,而目前使用AI的消費者占比不高,在使用者越來越多的情形下,預估到明年底前記憶體需求都「相當熱情」,因此明年電子消費市場漲價壓力仍在。
iPhone18Pro系列開賣,iPhone 17系列售價反而逆勢調漲。
(歐新社)
今年手機市場迎來罕見的連環漲價潮,以三星Galaxy S26系列為例,今年3月開賣,售價較前一代調漲1,000元至3,000元,而10月1日S系列價格則又上調漲3,000元至5,000元。vivo等其他品牌手機今年上、下半年也各漲價一次。而蘋果9月推出的iPhone18Pro系列更較前一代上漲約5,000元,且過去新機推出時前一代手機價格會降價,但今年iPhone17系列不降反漲。
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AI使用者族群擴大 明年漲價壓力仍在
陳啓蒙表示,受記憶體跟零組件價格漲價影響,推升手機價格走揚,三星之前吸收記憶體漲幅,但為因應趨勢,因此10月調漲手機價格。他認為,目前使用AI的族群占比只有一部份,在AI消費者族群擴大,預估到明年底前記憶體需求都「相當熱情」,明年電子消費市場漲價壓力仍在。
市場人士分析,手機市場上半年的漲價,主要反映記憶體晶片合約價的補漲,下半年的漲價則反映消費電子產業鏈面臨的「成本硬推」,包括記憶體成本大幅爆漲、先進製程晶片成本劇增,以及其他零組件價格走揚等的綜合通膨。
除了手機之外,各種電子終端產品均面臨成本提高的嚴峻考驗,PC及NB大廠自今年起逐季調漲價格,截至第三季止,PC相關產品漲幅已逾30%。宏碁預期,第四季PC價格將續漲5%至20%,預期漲勢將持續到2027年。
核心零組件占比達68% 電腦漲價風短期見不到盡頭
根據TrendForce最新筆電產業研究,2025年第一季記憶體供給尚穩定時,以建議售價900美元的主流機種為觀察基準,當時CPU、DRAM、SSD等核心零組件合計占BOM(材料清單)比重約45%,歷經過去一年多的價格上漲,相關核心零組件占比在2026年第三季已上升至68%,顯示記憶體、CPU正快速重塑筆電成本結構,從品牌毛利的角度分析,由於CPU、DRAM、SSD等價格逐季上漲,估計至2026年第三季止,業者須提高2025年第一季產品價格的80%,才能維持與2025年第一季相同的毛利水準,代表零組件漲價對筆電終端價格的影響逐步轉為必須擴大漲幅的壓力,因此,PC漲價風勢必延續至2027年。
NB業者指出,目前各項成本仍持續上漲,電腦漲價風短期見不到盡頭,NB廠只能以兩種方法因應,一是調漲售價,二是降低規格,不少消費者已在上半年提早採購,接下來買氣恐明顯下滑。
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AI outlook — possibilities, not facts
電子消費市場漲價壓力將持續至2027年
Likely · Within years

Hong Kong will host the Apec finance ministers' meeting on October 20-21 at the Convention and Exhibition Centre in Wan Chai, marking the first time the city hosts the event. Finance Secretary Paul Chan Mo-po said the meeting will focus on fiscal policies supporting livelihoods, digital infrastructure financing, inclusive finance and young financial talent, highlighting Hong Kong's role as an international financial centre and reflecting central government's support for the city. About 500 guests, including finance ministers and senior officials from Apec's 21 member economies, are expected to attend.

Taiwan stocks have risen strongly recently, approaching the 50,000-point mark, mainly due to lower-than-expected U.S. non-farm employment data, dovish comments from Federal Reserve officials, lowering expectations for another FOMC interest rate hike at the end of October, coupled with the strong growth momentum of the AI industry and the early return of funds to risky assets. The article pointed out that although the short-term may be volatile, the mid- to long-term trend is still positive, and it is recommended that investors deploy AI computing power and semiconductor supply chain-related groups in batches.

U.S. retail sales increased by 1.2% monthly in August, showing solid consumption momentum; the job market cooled down in September after a strong rebound in August, with only 29,000 new jobs added, and the unemployment rate rose to 4.2%. Driven by rising gasoline prices, CPI increased by 0.4% in August. AI chip power consumption is rising rapidly, and the power consumption of a single cabinet may exceed 1 million watts, driving demand for liquid cooling. Supervision upgrades have promoted computing power protection, and data center power supply has become a new test. Taiwan stocks focus on the three main lines of hardware, software and non-AI, and it is recommended to keep cash and wait for a pullback.

The number of non-farm payrolls in the United States increased by only 29,000 in September, far lower than expected, and the unemployment rate edged up to 4.2%, indicating a cooling of the labor market. This data has reduced market expectations for the Federal Reserve to raise interest rates in October, but inflation is still above the target, so suspense about raising interest rates before the end of the year still exists. Market focus has turned to follow-up inflation data to determine the direction of policy.

The Taiwan Circuit Board Association will hold the 27th TPCA Show at Hall 1 of Nangang Exhibition Hall from October 20 to 22. The scale of the exhibition has reached a record high, bringing together more than 680 international brands and more than 1,840 booths. It is expected to attract 70,000 professional buyers from around the world. Focusing on the AI × PCB × advanced packaging industry chain, industry leaders such as Xinxing, Zhending, and Zhisheng will give speeches to discuss industrial transformation and layout in the AI era.

Investment institutions pointed out that Taiwan's stock market has increased by 70.26% this year, ranking fourth in the world and first in Asia. Although in the short term due to the accumulation of chips and the weakening willingness to chase prices, it is expected that the trend of AI will remain volatile from October to November. However, the trend of AI has not changed. There is no need to be pessimistic in the long term. Individual stocks are expected to perform better than the market. It is recommended to pay attention to investment opportunities such as AI supply chains and high-dividend groups.