内容来源：https://lifehacker.com/tech/why-ai-could-make-tvs-more-expensive?utm_medium=RSS

内容总结：

人工智能热潮引发的“内存危机”正从个人电脑领域向外蔓延，电视机、游戏主机、智能手机乃至智能咖啡机等所有搭载处理器和内存的设备都可能面临涨价。行业分析指出，由于微软、谷歌、英伟达等科技巨头大量采购高端内存建设AI数据中心，中低端内存产能受到挤压，导致电视机等消费电子产品的内存成本大幅上升。

以4K智能电视为例，其所需的内存芯片价格在过去一年暴涨超四倍。尽管单台电视的内存用量远低于电脑，但成本压力已传导至整机制造商。三星等品牌已暗示可能调整产品定价，TrendForce机构更直言电视机涨价“不可避免”。值得注意的是，目前零售市场的电视机价格尚未反映这部分成本上涨，且恰逢厂商为新品上市清理库存，当前市场甚至出现65英寸三星OLED电视仅售900美元的罕见折扣。

行业预测显示，2026年AI产业将消耗全球70%的高端DRAM产能，而电视等产品使用的传统内存芯片产能恢复缓慢。从建厂到投产需至少19个月周期，预计内存供应紧张局面将延续至2028年。对于计划购置新电视的消费者而言，在2026年新款上市前选购现有机型，或许是规避未来价格上涨的明智选择。

中文翻译：

人工智能热潮引发的内存短缺（被称为"内存末日"）不仅推高了个人电脑价格，更将波及电视、游戏主机、手机、智能咖啡机等所有搭载内存和处理器的设备。若您正考虑购置新电视，或许宜早不宜迟。

据Axios报道，智能电视运行系统及处理视频数据通常需要1-8GB内存，而当前4K电视主流内存条价格较去年暴涨超四倍。行业分析机构TrendForce上月指出电视涨价已"不可避免"，三星亦承认可能调整产品定价。不过相较于电脑和手机，电视对内存的需求量较小且规格要求较低，因此涨幅可能相对温和。具体影响将在2026款电视发布时显现。

内存短缺根源何在？
微软、谷歌、英伟达等科技巨头正大量囤积内存用于人工智能数据中心建设，而电视制造商的市场议价能力远不及这些行业巨擘。内存技术公司Neumonda执行副总裁马尔科·梅兹格指出："内存供应紧张将引发价格上涨、产品延期、利润压缩，中小企业的处境会比科技巨头艰难得多。"但消费者仍存有利好消息。

为何当下是购机良机？
内存涨价尚未传导至零售市场，当前正是购置电视的黄金窗口期。2024年至2026年初期间，智能电视整体价格已下降15%，为消费者提供了良好基础。加之制造商通常会在新品上市前清理库存，此时往往推出优惠价格。虽然2026款电视可能因内存成本上调售价，但现有库存仍维持短缺前的定价。部分企业更通过数据收集盈利来补贴硬件成本（除非用户主动关闭数据权限），从而催生了诸如三星65英寸OLED电视仅售900美元的超值优惠。核心建议：若有购机需求请把握时机（当然，前提是您确实需要更新电视）。

短缺将持续多久？
行业分析师普遍预测，内存供应在2028年前难以恢复正常水平。预计到2026年，人工智能需求将消耗全球70%的高端DRAM产能，制造商必然优先生产高利润的AI芯片，而非电视等设备所需的常规内存。尽管投资者正投入数十亿美元扩建产能，但台湾地区新建工厂需19个月投产，美国建设周期更长，因此电视高价态势或将延续至2028年。

英文来源：

The scarcity of RAM brought on by the artificial intelligence boom, dubbed RAMageddon, is affecting more than just the price of PCs. AI could make new televisions more expensive too—as well as—game consoles, cell phones, high-tech coffee makers, and anything else with memory and a processor. But if you're in the market for a new TV, you might be better off buying sooner rather than later.
As Axios reports, televisions generally require 1GB to 8GB of RAM to run "smart TV" features and to process video and data, and the memory units widely found in 4K TVs have more than quadrupled in price over the last year. That extra cost could be passed on to consumers: Analyst TrendForce said last month that a price hike on TVs was "unavoidable," while Samsung acknowledged it may need to reprice its products. That said, a typical television uses less memory, and less advanced memory, than some other key devices, so a potential price-spike is likely to be less dramatic than it is for things like PCs and smartphones. We'll see for sure when manufacturers announce the prices of their 2026 models.
What's causing the RAM shortage?
Companies like Microsoft, Google, and Nvidia are scooping up memory supply to run AI data centers, and most TV makers don't have the market power of these gigantic corporations. "When memory tightens, prices rise, product launches shift...margins compress and smaller companies struggle more than large tech giants," Marco Mezger, executive vice president of memory tech company Neumonda, told Axios. There is good news for consumers, however.
Why right now is a good time to buy a new television
Higher RAM prices have yet to hit the retail TV market, making now an unusually good time to buy a television. Overall, the price of smart TVs decreased by 15% between 2024 and the start of 2026, so you're starting from a good place. In addition, manufacturers generally offer lower prices at this time of year to clear shelf space ahead of new model releases. While more expensive RAM could be baked into the price of 2026 televisions, sets on the shelves now were priced before the effects of the shortage hit the retail market. Plus, some companies price their TVs lower because they make a lot of money collecting your data—unless you do you what you can to stop them, of course. All of which leads to ridiculously good deals, like $900 for a 65-inch OLED TV from Samsung. Bottom line: if you're in the market for a new TV, don't wait. (Though, chances are, you might not need a new TV.)
How long is the RAM shortage likely to last?
No one can say for sure how long the memory shortage will last, but the consensus of industry analysts is that we likely won't see a return to anything we'd consider normal before 2028. AI demand is projected to consume 70% of all high-end DRAM in 2026, so manufacturers are prioritizing it over the less advanced, less in-demand memory chips used for TVs and appliances. While investors are sinking billions into ramping up memory manufacturing, it takes around 19 months to get a factory up and running in Taiwan, and even longer in the U.S., so TV prices will likely remain high into 2028.