Key components surge in price, PC brands accelerate the introduction of domestic storage from Changchun and Changxin to reduce costs

According to the Industrial and Commercial Times, due to the soaring prices of key components such as memory and SSDs, the cost pressure for configuring high-capacity storage in mainstream laptops has greatly increased. Cost-effective mainland Chinese memory and storage components are gradually penetrating the PC supply chain, with brands such as Lenovo, ASUS, MSI, Gigabyte, Acer, and even the American brand Apple accelerating the certification, introduction, or platform tuning of related products.

The report pointed out that Lenovo has expanded its use of mainland components this year, and recently flagship laptop models equipped with Yangtze Memory Technologies (YMTC) SSDs have appeared on North American cross-border e-commerce platforms. The American brand Apple is also reported to be negotiating with the U.S. government to procure Changxin Memory Technologies (CXMT) memory to cope with the rising prices. In terms of Taiwanese board manufacturers, MSI recently announced that it is the first to complete the verification and tuning of Changxin Memory DDR5 chips on the AMD platform at DDR5-8000+, while Gigabyte has also adopted Changxin Memory chips in some motherboard models. ASUS and Acer have introduced memory modules from mainland manufacturers such as BIWIN through their own brand memory certification or OEM models.

Industry analysts believe that although the short-term imbalance in supply and demand for storage has prompted non-mainland brands to accelerate related certifications, due to the limited production capacity of mainland manufacturers, brand Taiwanese manufacturers still emphasize that Korean original manufacturers with long-term contracts remain the main supply partners at present.