In 2026, driven by the explosive growth in AI computing power demand and global supply chain adjustments, memory and hard drive prices surged, posing unprecedented cost pressures and market shifts for the industrial PC industry.
The core of this price increase stems from the surge in demand for high-specification storage such as HBM and DDR5 from AI servers. Manufacturers like Samsung and Micron significantly reduced their production capacity for general-purpose storage such as DDR4, leading to a severe supply-demand imbalance. The price of industrial-grade DDR5 modules increased by over 150% year-on-year, and the price of 1TB SSDs increased by 200%. Storage components' share of the overall cost of industrial PCs jumped from 15% to over 30%. This has a significant impact on the price and delivery time of our company's mini PC, industrial tablet pc, and embedded industrial computer.
This surge in costs is rapidly translating into higher prices for end-users. Major industrial control pc manufacturers have generally raised product prices by 15%-25%, and delivery cycles have typically increased by 4-8 weeks. The combination of rising prices and weak demand is causing online sales of laptops in China to plummet to 9.105 million units, a near five-year low. In the industrial computer sector, small and medium-sized manufacturers are facing pressure from costs and weak bargaining power, leading to shrinking orders and declining profits, accelerating industry consolidation.
Industry insiders predict that the price increase trend will continue until 2028. We're addressing the crisis by optimizing our configuration solutions and securing long-term supply chains. Pragmatic selection and cost control are becoming the new mainstream in the industrial computing market.
