苹果将从三星采购iPhone 17 60–70%的LPDDR5X

电子产品世界2025-12-24

随着iPhone 17打破销售纪录，苹果CEO蒂姆·库克在最新的财报电话会议上罕见地透露了公司假日季度的展望，他表示苹果预计将在12月创下新的历史收入纪录，据MacRumors报道。在此背景下，韩京现在表示三星可能是最大受益者之一，据报道三星将获得iPhone 17LPDDR供应60%至70%的顶级LPDDR5X供应。值得注意的是，苹果还向三星请求了即将于明年九月发布的iPhone 18大量...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224150742a6c924fe&s=b><strong>电子产品世界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着iPhone 17打破销售纪录，苹果CEO蒂姆·库克在最新的财报电话会议上罕见地透露了公司假日季度的展望，他表示苹果预计将在12月创下新的历史收入纪录，据MacRumors报道。在此背景下，韩京现在表示三星可能是最大受益者之一，据报道三星将获得iPhone 17LPDDR供应60%至70%的顶级LPDDR5X供应。值得注意的是，苹果还向三星请求了即将于明年九月发布的iPhone 18大量...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224150742a6c924fe&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":"LU1206713676.USD","symbol_name":"Aviva Investors - Multi-Strategy Target Return Ah 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17打破销售纪录，苹果CEO蒂姆·库克在最新的财报电话会议上罕见地透露了公司假日季度的展望，他表示苹果预计将在12月创下新的历史收入纪录，据MacRumors报道。在此背景下，韩京现在表示三星可能是最大受益者之一，据报道三星将获得iPhone 17LPDDR供应60%至70%的顶级LPDDR5X供应。值得注意的是，苹果还向三星请求了即将于明年九月发布的iPhone 18大量LPDDR量产，韩京报道。报告指出，iPhone 17的这一调整标志着三星市场份额的显著提升，指出在之前的iPhone机型中，三星和SK海力士被认为供应比例大致相当。虽然苹果从未正式披露供应商份额，但《华尔街日报》和《韩国先驱报》报道，2011年三星和苹果提起智能手机专利诉讼后，苹果大幅增加了来自SK海力士的LPDDR订单。韩京认为，SK海力士在2012年至2018年间，在iPhone LPDDR交付中可能占据供应优势。为什么苹果离不开三星韩国媒体将苹果对三星日益依赖的原因归因于两个关键因素。首先，随着SK海力士和美光近期将产能集中在HBM上，三星已成为主流DRAM的主要来源。其次，三星能够满足苹果严格标准的能力也被认为是其市场份额上升的主要原因之一。报告补充称，三星的12GBLPDDR5X厚度仅为0.65毫米——是现有LPDDR5产品中最薄的，同时相比上一代相比，热阻和功耗分别提升了21.2%和25%。随着iPhone内存容量随着每一代新代的增长，三星在苹果中的角色变得更加关键。韩京报道，iPhone 17 Air、Pro 和 Pro Max 现已配备 12GBLPDDR5X，这是 iPhone 历史上最大的内存。相比之下，iPhone 15和16型号使用了8GB LPDDR。随着三星与苹果的合作，美国市场的生产规模正在增强。《电子电报》报道，三星将在奥斯汀工厂为苹果制造一款新的CMOS图像传感器（CIS），采用硅片间（W2W）混合键合方法。报告补充称，奥斯汀S1晶圆厂计划从明年3月开始以约每月10,000台的产能开始生产CIS。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":1,"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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