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存储芯片持续短缺 中国智能手机厂商转向回收DRAM芯片存储芯片持续短缺 中国智能手机厂商转向回收DRAM芯片

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市场研究机构Counterpoint Research于2026年10月20日表示,中国智能手机制造商正日益从报废的移动设备、个人电脑和服务器中获取回收的DRAM芯片,以缓解持续的存储器供应短缺。

Chinese Smartphone Makers Turn to Recycled DRAM Chips Amid Persistent Memory Shortage Chinese smartphone makers are increasingly sourcing recycled DRAM chips extracted from discarded mobile devices, PCs, and servers to mitigate ongoing memory supply shortages, according to market research firm Counterpoint Research on October 20, 2026.

这种紧缩源于三星电子和SK海力士等主要存储芯片生产商将产能转向利润丰厚的服务器DRAM和用于人工智能数据中心的高带宽存储器(HBM)。

The squeeze stems from major memory producers like Samsung Electronics and SK Hynix shifting production toward lucrative server DRAM and high-bandwidth memory (HBM) for artificial intelligence data centers.

在深圳华强北等电子产业中心,这些拆焊并经过测试的回收组件价格更低,使得低端手机制造商能够降低成本并提高生产目标。

Desoldered and tested in electronics hubs like Shenzhen's Huaqiangbei, these cheaper recycled components allow budget phone manufacturers to lower costs and lift production targets.

然而,行业分析师警告称,使用已使用五到六年的芯片会带来更高的元器件老化和数据错误风险。

However, industry analysts caution that using chips already aged five to six years poses heightened risks of component degradation and data errors.

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