三星将成iPhone 17系列DRAM第一大供应商比例超60%

手机中国12-22 17:44

【CNMO科技消息】根据最新供应链消息，苹果在下一代iPhone的DRAM采购策略上出现了重大调整，其对于韩国科技巨头三星的依赖度显著提升。报道指出，三星将成为iPhone 17系列DRAM的主要供应商，供应比例预计高达60%至70%，并且这一供应关系很可能延续至明年发布的iPhone 18系列。iPhone 17系列据报道，在全球DRAM供应持续紧张的背景下，苹果也未能置身事外。为了规避价格快速...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222174844a469e1ec&s=b><strong>手机中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【CNMO科技消息】根据最新供应链消息，苹果在下一代iPhone的DRAM采购策略上出现了重大调整，其对于韩国科技巨头三星的依赖度显著提升。报道指出，三星将成为iPhone 17系列DRAM的主要供应商，供应比例预计高达60%至70%，并且这一供应关系很可能延续至明年发布的iPhone 18系列。iPhone 17系列据报道，在全球DRAM供应持续紧张的背景下，苹果也未能置身事外。为了规避价格快速...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222174844a469e1ec&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2097344431.USD","symbol_name":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) 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60%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SSNLF":1.97,"MACW.SI":0.6,"AAPL":1.95},"content_text":"【CNMO科技消息】根据最新供应链消息，苹果在下一代iPhone的DRAM采购策略上出现了重大调整，其对于韩国科技巨头三星的依赖度显著提升。报道指出，三星将成为iPhone 17系列DRAM的主要供应商，供应比例预计高达60%至70%，并且这一供应关系很可能延续至明年发布的iPhone 18系列。iPhone 17系列据报道，在全球DRAM供应持续紧张的背景下，苹果也未能置身事外。为了规避价格快速上涨的风险，苹果被迫迅速采取行动以确保供应链稳定。此前，苹果与三星、SK海力士等厂商均签有长期供应协议，但这些协议将于明年初到期。出于对供应稳定性的高度重视，苹果做出了新的战略决策，其结果是大幅强化了与三星的合作关系。SK海力士CNMO了解到，苹果在采购策略上通常倾向于采用多家供应商以保持议价能力。然而，此次调整的背后，一个关键原因被认为是能够满足苹果严苛DRAM规格、并实现大规模量产的制造商，目前实质上可能只有三星一家。尽管SK海力士也是苹果重要的存储器供应商，但其当前生产重心正转向用于人工智能和高性能计算领域的HBM（高带宽内存）。相比之下，三星则持续加码在DDR5和LPDDR5X等移动设备内存上的投入，力求在盈利能力和供应能力之间取得平衡。传闻将于明年第三季度亮相的iPhone 18系列，为了大幅提升AI处理性能，有望采用6通道架构的LPDDR5X内存。这种架构对高带宽和稳定性提出了极高要求，必须同时保证品质和供应量。三星的12GB LPDDR5X内存产品，不仅实现了0.65毫米的极薄设计，还将散热性能提升了约21%，同时功耗降低了约25%。此外，苹果的自定义规格往往比行业通用的JEDEC标准更为严格，例如，其A19、A20系列芯片甚至不允许出现瞬间的电压波动。能够满足这些苛刻条件，被认为是三星赢得大单的重要原因。DRAM短缺已导致市场价格显著上扬。据悉，12GB LPDDR5X内存的价格已从年初的约30美元上涨至目前的约70美元。这一市场行情预计将显著推高三星在2026年的营业利润。另一方面，苹果则计划通过为iPhone 17和iPhone 18进行大规模采购来吸收成本上升的压力。同时，通过自主研发A系列SoC和C2 5G调制解调器，苹果正试图从整体上优化其零部件成本结构。苹果与三星的关系历来复杂，既是竞争对手，又是紧密的合作伙伴。至少在支撑下一代iPhone核心性能的DRAM领域，三星的影响力正变得前所未有的重要。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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三星将成iPhone 17系列DRAM第一大供应商 比例超60%

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三星将成iPhone 17系列DRAM第一大供应商比例超60%