{"id":3967,"date":"2026-03-19T15:05:58","date_gmt":"2026-03-19T07:05:58","guid":{"rendered":"https:\/\/oretonstorage.com\/?p=3967"},"modified":"2026-03-19T15:05:58","modified_gmt":"2026-03-19T07:05:58","slug":"aumento-do-preco-da-memoria-em-2026-impacto-na-atualizacao-de-pcs","status":"publish","type":"post","link":"https:\/\/oretonstorage.com\/pt\/blog\/aumento-do-preco-da-memoria-em-2026-impacto-na-atualizacao-de-pcs","title":{"rendered":"Como o aumento dos pre\u00e7os da mem\u00f3ria est\u00e1 afetando as atualiza\u00e7\u00f5es de PCs em 2026"},"content":{"rendered":"

An\u00e1lise de mercado baseada em dados e impacto sobre os usu\u00e1rios<\/h2>\n
\n

1. Panorama do mercado: os pre\u00e7os das mem\u00f3rias est\u00e3o subindo novamente<\/h1>\n

De acordo com diversos relat\u00f3rios de pesquisa do setor, o mercado de mem\u00f3rias entrou em um novo ciclo de alta de pre\u00e7os em 2026.<\/p>\n

\ud83d\udcca Resumo da tend\u00eancia de pre\u00e7os do setor<\/h3>\n
\n
\n\n\n\n\n\n\n\n
Tipo de mem\u00f3ria<\/th>\nTend\u00eancia m\u00e9dia para 2025<\/th>\nPrevis\u00e3o de tend\u00eancias para 2026<\/th>\nPrincipal fator determinante<\/th>\n<\/tr>\n<\/thead>\n
DRAM<\/td>\nEst\u00e1vel \u2192 Ligeiro aumento<\/td>\nAumento de 10\u201325% em rela\u00e7\u00e3o ao ano anterior<\/td>\nDemanda por IA + transi\u00e7\u00e3o para HBM<\/td>\n<\/tr>\n
Flash NAND<\/td>\nAtingiu o fundo \u2192 Em alta<\/td>\nAumento de 8\u201320% em rela\u00e7\u00e3o ao ano anterior<\/td>\nCortes na produ\u00e7\u00e3o + controle de estoque<\/td>\n<\/tr>\n
HBM<\/td>\nForte crescimento<\/td>\nCrescimento elevado de dois d\u00edgitos<\/td>\nServidores de IA e GPUs<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

\ud83d\udccc Refer\u00eancias:<\/em><\/p>\n

    \n
  • \n

    Relat\u00f3rios da TrendForce sobre as perspectivas do mercado de DRAM\/NAND<\/em><\/p>\n<\/li>\n

  • \n

    Atualiza\u00e7\u00f5es para investidores da Micron Technology<\/em><\/p>\n<\/li>\n

  • \n

    Declara\u00e7\u00f5es da SK hynix na teleconfer\u00eancia sobre resultados financeiros<\/em><\/p>\n<\/li>\n

  • \n

    Coment\u00e1rio sobre a divis\u00e3o de semicondutores da Samsung Electronics<\/em><\/p>\n<\/li>\n<\/ul>\n

    \n

    2. Por que os pre\u00e7os est\u00e3o subindo (com base em dados)<\/h1>\n

    2.1 A demanda por IA est\u00e1 remodelando a aloca\u00e7\u00e3o de mem\u00f3ria<\/span><\/h2>\n

    De acordo com TrendForce<\/strong>, espera-se que a demanda global por HBM cres\u00e7a significativamente devido \u00e0 expans\u00e3o dos servidores de IA.<\/p>\n

      \n
    • \n

      Crescimento da demanda por HBM: +60%~+80% em rela\u00e7\u00e3o ao ano anterior (faixa de estimativas do setor)<\/strong><\/p>\n<\/li>\n

    • \n

      Os servidores de IA consomem 5 a 10 vezes mais largura de banda de mem\u00f3ria<\/strong> do que os PCs tradicionais<\/p>\n<\/li>\n<\/ul>\n

      \ud83d\udc49 Resultado:
      \nOs fabricantes priorizam a HBM em detrimento da DRAM\/NAND convencional.<\/p>\n

      \n

      2.2 Ajustes na produ\u00e7\u00e3o de NAND<\/span><\/h2>\n

      Fabricantes do setor, incluindo Samsung, Micron e SK hynix<\/strong> implementamos:<\/p>\n

        \n
      • \n

        controle da produ\u00e7\u00e3o de wafers<\/p>\n<\/li>\n

      • \n

        ciclos de redu\u00e7\u00e3o de estoque<\/p>\n<\/li>\n

      • \n

        expans\u00e3o da capacidade adiada<\/p>\n<\/li>\n<\/ul>\n

        \ud83d\udccc Isso estabiliza a lucratividade, mas reduz a oferta no curto prazo.<\/p>\n

        \n

        2.3 Press\u00e3o sobre os custos da cadeia de suprimentos<\/span><\/h2>\n
        \n
        \n\n\n\n\n\n\n\n\n
        Fator de custo<\/th>\nN\u00edvel de impacto<\/th>\n<\/tr>\n<\/thead>\n
        Fabrica\u00e7\u00e3o avan\u00e7ada de n\u00f3s<\/td>\nAlta<\/td>\n<\/tr>\n
        Custos de energia<\/td>\nM\u00e9dio<\/td>\n<\/tr>\n
        Flutua\u00e7\u00f5es log\u00edsticas<\/td>\nM\u00e9dio<\/td>\n<\/tr>\n
        Impacto cambial<\/td>\nBaixa\u2013M\u00e9dia<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
        \n

        3. Impacto no comportamento de atualiza\u00e7\u00e3o de PCs (do lado do consumidor)<\/h1>\n

        \ud83d\udcca Mudan\u00e7a no comportamento de atualiza\u00e7\u00e3o (An\u00e1lise do setor com base em pesquisa)<\/h2>\n

        Com base em estudos agregados sobre o comportamento do consumidor no setor (IDC + observa\u00e7\u00f5es de mercado dos fabricantes de equipamentos originais):<\/p>\n

        \n
        \n\n\n\n\n\n\n\n\n
        Comportamento<\/th>\n2024\u20132025<\/th>\nTend\u00eancia para 2026<\/th>\n<\/tr>\n<\/thead>\n
        Frequ\u00eancia de atualiza\u00e7\u00e3o<\/td>\nM\u00e9dio<\/td>\nEm decl\u00ednio<\/td>\n<\/tr>\n
        Tamanho m\u00e9dio da expans\u00e3o de mem\u00f3ria RAM<\/td>\nTend\u00eancia de 16 GB \u2192 32 GB<\/td>\nAdo\u00e7\u00e3o mais lenta<\/td>\n<\/tr>\n
        Aumento da capacidade do SSD<\/td>\n512 GB \u2192 1 TB<\/td>\nMais sens\u00edvel ao pre\u00e7o<\/td>\n<\/tr>\n
        Urg\u00eancia da atualiza\u00e7\u00e3o<\/td>\nM\u00e9dio<\/td>\nTend\u00eancia crescente ao atraso<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
        \n

        3.1 Os usu\u00e1rios est\u00e3o adiando as atualiza\u00e7\u00f5es<\/span><\/h2>\n

        O aumento dos pre\u00e7os leva a:<\/p>\n

          \n
        • \n

          maior tempo de uso do dispositivo ao longo de seu ciclo de vida<\/p>\n<\/li>\n

        • \n

          atualiza\u00e7\u00f5es adiadas<\/p>\n<\/li>\n

        • \n

          concentrar-se apenas nos componentes essenciais<\/p>\n<\/li>\n<\/ul>\n

          \n

          3.2 Mudan\u00e7a para configura\u00e7\u00f5es economicamente eficientes<\/span><\/h2>\n

          Ajustes mais comuns:<\/p>\n

            \n
          • \n

            Decis\u00f5es sobre a redu\u00e7\u00e3o da mem\u00f3ria RAM de 32 GB para 16 GB<\/p>\n<\/li>\n

          • \n

            Substitui\u00e7\u00e3o do SSD de 2 TB por um de 1 TB<\/p>\n<\/li>\n

          • \n

            combina\u00e7\u00e3o de GPU e mem\u00f3ria de gama m\u00e9dia<\/p>\n<\/li>\n<\/ul>\n

            \n

            4. Impacto sobre os fabricantes de equipamentos originais (OEM) e os montadores de sistemas<\/h1>\n

            \ud83d\udcca Exemplo de sensibilidade de custo da lista de materiais (BOM)<\/h2>\n
            \n
            \n\n\n\n\n\n\n\n
            Configura\u00e7\u00e3o<\/th>\nImpacto do aumento do custo de mem\u00f3ria<\/th>\n<\/tr>\n<\/thead>\n
            PC b\u00e1sico<\/td>\n+3\u20135% custo total do sistema<\/td>\n<\/tr>\n
            Esta\u00e7\u00e3o de trabalho de gama m\u00e9dia<\/td>\n+5\u201310%: impacto nos custos<\/td>\n<\/tr>\n
            Montagem de IA\/esta\u00e7\u00e3o de trabalho<\/td>\n+10\u201318%: impacto nos custos<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

            \ud83d\udccc L\u00f3gica da fonte: modelos de estrutura de custos dos fabricantes originais (OEM) + participa\u00e7\u00e3o da DRAM\/NAND na lista de materiais (estimativas padr\u00e3o do setor)<\/p>\n

            \n

            4.1 A estrat\u00e9gia de compras torna-se mais conservadora<\/span><\/h2>\n

            Os compradores de produtos OEM est\u00e3o cada vez mais focados em:<\/p>\n

              \n
            • \n

              estabilidade do abastecimento a longo prazo<\/p>\n<\/li>\n

            • \n

              acordos de pre\u00e7os fixos<\/p>\n<\/li>\n

            • \n

              SKUs padronizados<\/p>\n<\/li>\n<\/ul>\n

              \n

              4.2 Tend\u00eancia de simplifica\u00e7\u00e3o da configura\u00e7\u00e3o<\/span><\/h2>\n

              Para reduzir o risco:<\/p>\n

                \n
              • \n

                menos varia\u00e7\u00f5es de SKU<\/p>\n<\/li>\n

              • \n

                op\u00e7\u00f5es de mem\u00f3ria controlada<\/p>\n<\/li>\n

              • \n

                vers\u00f5es de implanta\u00e7\u00e3o mais uniformes<\/p>\n<\/li>\n<\/ul>\n

                \n

                5. \u00c9 melhor fazer a atualiza\u00e7\u00e3o agora ou esperar? (Estrutura de decis\u00e3o)<\/span><\/h1>\n

                \ud83d\udcca Matriz de decis\u00e3o<\/h2>\n
                \n
                \n\n\n\n\n\n\n\n\n
                Situa\u00e7\u00e3o<\/th>\nRecomenda\u00e7\u00e3o<\/th>\n<\/tr>\n<\/thead>\n
                O sistema j\u00e1 est\u00e1 lento<\/td>\nAtualize agora<\/td>\n<\/tr>\n
                Necessidade de IA \/ carga de trabalho pesada<\/td>\nAtualize agora<\/td>\n<\/tr>\n
                O sistema atual continua est\u00e1vel<\/td>\nAguardar e monitorar<\/td>\n<\/tr>\n
                Compras com foco no or\u00e7amento<\/td>\nPlaneje as compras em grandes quantidades com anteced\u00eancia<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
                \n

                6. Perspectivas do setor (2026\u20132027)<\/h1>\n

                De acordo com Discuss\u00f5es sobre as perspectivas para os investidores da Micron e da SK hynix<\/strong>, espera-se que o mercado de mem\u00f3rias continue sendo influenciado estruturalmente pela demanda por IA.<\/p>\n

                Principais expectativas:<\/p>\n

                  \n
                • \n

                  expans\u00e3o cont\u00ednua da HBM<\/p>\n<\/li>\n

                • \n

                  oferta mais restrita de DRAM convencional<\/p>\n<\/li>\n

                • \n

                  ambiente de pre\u00e7os c\u00edclico, mas sujeito a press\u00f5es de alta<\/p>\n<\/li>\n<\/ul>\n

                  \n

                  7. Conclus\u00e3o: Uma mudan\u00e7a estrutural, n\u00e3o um pico de curto prazo<\/h1>\n

                  O atual aumento no pre\u00e7o das mem\u00f3rias n\u00e3o \u00e9 apenas uma flutua\u00e7\u00e3o tempor\u00e1ria \u2014 ele reflete uma mudan\u00e7a estrutural na demanda por semicondutores.<\/p>\n

                  O comportamento em rela\u00e7\u00e3o \u00e0 atualiza\u00e7\u00e3o de PCs est\u00e1 se tornando:<\/p>\n

                    \n
                  • \n

                    que exigem maior pontualidade<\/p>\n<\/li>\n

                  • \n

                    mais atento aos custos<\/p>\n<\/li>\n

                  • \n

                    mais seletivo<\/p>\n<\/li>\n<\/ul>\n

                    \n

                    Conclus\u00e3o final<\/h1>\n

                    \"\"<\/p>\n

                    Nesse contexto, os usu\u00e1rios e os fabricantes de equipamentos originais (OEMs) n\u00e3o est\u00e3o mais apenas buscando desempenho \u2014 eles est\u00e3o buscando um equil\u00edbrio entre:<\/p>\n

                    \ud83d\udc49 desempenho
                    \ud83d\udc49 estabilidade de custos
                    \ud83d\udc49 disponibilidade a longo prazo<\/p>\n

                    Em Oreton<\/strong>, nosso foco \u00e9 oferecer solu\u00e7\u00f5es de mem\u00f3ria e armazenamento projetadas para desempenho consistente e estabilidade na implanta\u00e7\u00e3o<\/strong> em diferentes condi\u00e7\u00f5es de mercado.<\/p>\n

                    Por meio da sele\u00e7\u00e3o criteriosa de componentes, de processos internos de valida\u00e7\u00e3o e de testes em n\u00edvel de sistema, os produtos da Oreton s\u00e3o desenvolvidos para atender a cen\u00e1rios de uso reais, nos quais a confiabilidade e a previsibilidade s\u00e3o t\u00e3o importantes quanto o desempenho.<\/p>\n

                    \u00c0 medida que o mercado de mem\u00f3rias continua a evoluir, continuamos focados em oferecer solu\u00e7\u00f5es que ajudem nossos parceiros a manter a estabilidade em suas configura\u00e7\u00f5es de sistema e no planejamento de suprimentos.<\/p>","protected":false},"excerpt":{"rendered":"

                    Data-Driven Market Analysis and User Impact 1. Market Overview: Memory Prices Are Rising Again According to multiple industry research reports, the memory market has entered a new upward pricing cycle in 2026. \ud83d\udcca Industry Price Trend Snapshot Memory Type 2025 Average Trend 2026 Trend Forecast Main Driver DRAM Stable \u2192 Slight increase Rising 10\u201325% YoY…<\/p>","protected":false},"author":3,"featured_media":3968,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-3967","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"yoast_head":"\nHow Rising Memory Prices Are Affecting PC Upgrades in 2026 -<\/title>\n<meta name=\"description\" content=\"Memory prices are rising in 2026 due to increasing AI demand, production adjustments from major manufacturers, and tighter supply in both DRAM and NAND markets. 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