Skip to content
TopicTracker
来自 HackerNews查看原文 ↗
译文语言译文语言

苹果因内存芯片短缺将上调价格

受全球内存芯片供应紧张影响，苹果公司计划上调部分产品价格。内存芯片成本大幅上涨，迫使苹果调整定价策略以维持利润空间。这一举措可能影响iPhone、Mac等核心产品的售价。

背景速读

- 苹果公司的产品（iPhone、Mac、iPad）即将涨价，原因是全球存储芯片（DRAM和NAND闪存）价格大幅上涨。 - 存储芯片是电子产品核心零部件，其价格由三星、SK海力士、美光等少数几家寡头把控。2023年这些厂商因需求疲软大幅减产，2024年AI热潮带来的HBM（高带宽内存）需求挤占了普通存储芯片产能，导致供给紧张、价格飙升。 - 苹果是存储芯片的超大规模采购方，通常能凭议价能力拿到更低价格，但此次是全行业涨价，苹果也无法豁免。涨价幅度可能在"个位数百分比"，具体取决于产品型号。 - 当前消费者对通胀敏感，苹果近年在中国等关键市场面临华为等对手的激烈竞争。涨价可能进一步压制销量，尤其是在本已疲软的消费电子市场。

相关报道

  • Apple’s Full Statement on Yesterday’s Price Increases

    6.5

    Apple issued a statement explaining that surging demand for memory and storage from AI data centers has driven an unprecedented component price increase. The company said it has shielded customers from these costs until now, but must begin raising prices on products like iPad and Mac.

  • Apple Is Going to Raise Device Prices — but When?

    6.0

    Apple CEO Tim Cook warned in a WSJ interview that the company plans to raise device prices due to rising RAM and SSD costs. Mark Gurman expects the increases to be imminent, possibly tied to Apple's back-to-school sale. John Gruber speculates price hikes are more likely to arrive with new fall hardware like the iPhone 18 Pro, not mid-cycle.