Xiaomi Naikkan Harga Telefon Pintar Lagi pada 2026: Krisis Cip Memori AI, Kesan Rantaian Bekalan, dan Impak SkyNomad SUV

Starting August 2, 2026, Xiaomi raised prices across eight to nine models in its Xiaomi 17 series and Redmi lineup by 300 to 500 yuan . The Xiaomi 17 Pro Max saw the largest hike, jumping 500 yuan to 6,499 yuan, while base models like the Xiaomi 17 rose from 4,499 to 4,799 yuan . This was Xiaomi's second price increase of the year — some sources count it as the third, including smaller adjustments . The increases effectively ended Xiaomi's long-standing reputation for aggressive value pricing .

The root cause: a historic memory-chip cost surge

Memory-chip costs have surged roughly 300% year-over-year . The cause is a structural shift in the semiconductor market: DRAM and NAND producers have been diverting production capacity toward high-bandwidth memory (HBM) used in AI data centers, creating a severe supply crunch for the mobile-grade memory that smartphones depend on .

Redmi president Lu Weibing has been unusually blunt about the severity. On July 2, 2026, he posted that the mobile phone industry is going through its "most severe moment in a decade," with uncontrollable costs sweeping across the entire supply chain . At MWC 2026, he described the current memory-chip price cycle, driven by AI demand, as "unprecedented" . He has also predicted that memory price hikes could persist until the end of 2027 .

The numbers are stark. For a mid-range smartphone configuration with 12GB of RAM and 512GB of storage, the memory component cost alone has risen by about 1,500 yuan compared to Q1 2025 — roughly a fourfold increase . Lu Weibing has warned that top-tier Chinese flagships could cross the 10,000 yuan (about $1,400) mark in the second half of 2026 as manufacturers can no longer absorb these costs .

Xiaomi's dual headwinds: smartphone crunch meets EV ambitions

August's price hike coincided with one of the most consequential weeks in Xiaomi's history. On July 30, 2026, Xiaomi launched the SkyNomad extended-range SUV series — the N90 Max at 299,900 yuan and the N70 Max at 259,900 yuan — pricing them roughly 12% below the Tesla Model Y L and significantly undercutting rivals from Li Auto and Huawei-backed Aito .

The market reaction was swift and negative. Xiaomi shares fell as much as 11% the day after the launch, closing down about 7–8%, as investors worried about margin pressure from the aggressive EV pricing combined with mounting smartphone headwinds . A Seeking Alpha analyst downgraded Xiaomi from "Buy" to "Hold" on July 14, citing EV margin concerns and the smartphone chip crisis .

Compounding the pressure, Xiaomi simultaneously slashed its 2026 smartphone shipment target by roughly 30% — from earlier ambitions down to around 95 million units — directly due to the memory shortage . Meanwhile, Xiaomi's EV division continued to post heavy losses, reported at $457 million, or roughly $5,600 per vehicle delivered .

Broader industry pressure on Samsung, Oppo, and others

The memory-chip crisis is reshaping the entire global smartphone market. IDC forecast the global smartphone market would contract 12.9% in 2026 — its worst decline in over a decade — and described it as "a crisis like no other" .

Budget smartphones are being hit hardest. Analysts warn that profitable budget phones have become "impossible to manufacture" as memory costs consume the entire bill of materials for low-priced handsets. The memory cost for phones priced under $100 has surged 400% in Q3 2026, reaching $70 per device from just $14 a year earlier . Chinese brands including Oppo, Honor, and Vivo are facing the biggest shipment declines, with some reportedly delaying or canceling ultra-premium model launches .

Samsung occupies an asymmetric position: as both a memory-chip producer and a smartphone maker, it benefits on the chip side from higher memory prices, giving it a financial buffer that Chinese OEMs lack. This is reshaping competitive dynamics, with Samsung potentially gaining market share as rivals retreat .

The memory-chip shortage stems directly from AI demand. Tech giants like Nvidia are driving massive demand for high-bandwidth memory, a more advanced type of chip that uses the same production lines as the standard DRAM and NAND chips used in smartphones . This AI-driven demand has created what IDC calls a "tsunami-like disruption" in the memory supply chain . Xiaomi president Lu Weibing has noted that new memory output may not arrive until 2027, and the industry expects the price increase cycle to continue through to at least 2027 .

In short, the same AI-driven memory-chip supply shift that has raised component costs 300% is squeezing every smartphone maker. Xiaomi is particularly exposed because its high-volume, thin-margin model leaves no room to absorb the cost — hence repeated price hikes and a sharply lowered shipment target — while its expensive EV pivot adds another layer of investor concern.