Storage product prices continue to rise, putting pressure on the consumer electronics industry.

Since 2026, the storage products market has continued to soar, with Samsung Electronics and SK Hynix recently raising the contract prices for NAND flash memory in the first quarter by over 100%. The supply of DRAM is also tight, leading to continuous price increases. Securities Times reporters have learned from multiple interviews that the ripple effects of this super price hike cycle in storage have begun to show. Consumer electronics manufacturers are facing rising costs and material shortages, and are trying to alleviate the pressure through product price adjustments, internal cost reduction and efficiency improvement measures. It is expected that the storage price hike cycle will affect the inventory, shipment pace, and competitive landscape of mobile phone companies for a certain period of time.