华为、小米、荣耀等手机品牌于9月1日凌晨集体调整售价1。各厂商客服对涨价原因给出了说明：华为客服指出是因为关键物料市场价格调整导致产品成本上涨1，小米客服表示受核心元器件采购成本持续上涨影响1，荣耀客服则称根据市场需求进行了价格调整1。
从成本端数据看，这轮涨价的压力来自存储芯片等关键元器件。12GB+256GB内存组合的采购价目前约为2,200元，而去年同期仅为500元，涨幅达1,700元1。最新一代旗舰芯片采购价约2,000元，去年同期约1,500元，同比上升500元1。内存已成为手机物料成本中占比最大的项目。此外，2026年第二季度智能手机内存价格环比增长80%以上1，低端机型批发价增长约50%1。
Major Chinese smartphone manufacturers Huawei, Xiaomi, and Honor implemented price increases across multiple models on September 1st 1. Customer service representatives from each brand attributed the adjustments to rising procurement costs for critical materials and core components 1.
According to Huawei's customer service, the price adjustments resulted from market fluctuations in key material costs that increased product expenses 1. Xiaomi's support team cited sustained increases in core component procurement costs as the driving factor 1. Honor stated the price modifications were made in response to market demand 1.
The cost pressures on manufacturers are substantial. A 12GB and 256GB memory configuration currently costs approximately 2,200 yuan to procure, compared to 500 yuan in the same period last year—a 1,700 yuan increase 1. The latest flagship chip processor costs around 2,000 yuan today versus approximately 1,500 yuan a year ago, reflecting a 500 yuan rise 1. Memory has emerged as the largest cost component in smartphone bills of materials 1. Price increases for intelligent smartphone memory are projected to exceed 80 percent quarter-over-quarter in the second quarter of 2026 1, with budget-tier devices at 800 dollars wholesale price experiencing growth of roughly 50 percent 1.
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