伊朗冲突与油价上涨, 电子制造商、三星与LG警告。 Iran conflict and rising oil prices hike costs for electronics makers, Samsung and LG warn.

Samsung Dowe CEO Yi Chung警告说,伊朗目前的冲突和石油价格暴涨正在增加能源和原材料成本,有可能增加电子消费品的生产开支。 Samsung Display CEO Yi Chung warned that the ongoing Iran conflict and surging oil prices are increasing energy and raw material costs, threatening to raise production expenses for consumer electronics. 他指出,AI需求造成的记忆芯片价格不断上涨加剧了压力,敦促削减成本和行业合作以保持竞争力。 He cited rising memory chip prices from AI demand as compounding pressures, urging cost-cutting and industry cooperation to maintain competitiveness. LG Dower也表示了同样的关切,注意到芯片成本较高已经影响到产品定价,但业务仍然不受影响。 LG Display echoed concerns, noting higher chip costs are already affecting product pricing, though operations remain unaffected. 两家公司都在准备在全球不确定因素中应对可能的供应链中断。 Both companies are preparing for potential supply chain disruptions amid global uncertainties.