存储器“涨”声一片，苹果iPhone 18定价成焦点

全球半导体观察2025-12-26

AI人工智能驱动的存储涨价潮正在席卷智能终端市场，全球终端品牌厂商面临极大成本考验，存储器约占PC和智能手机BOM成本的10%-20%，面对成本上涨，今年秋季以来，多款智能手机中高端新机出现集体涨价现象。小米17 Ultra“一定会涨价”，苹果iPhone 18定价成焦点近期，小米集团总裁卢伟冰对外表示，从2022年底至今差不多三年间，AI迎来了爆发式的增长。根据整体判断，2025、2026、...

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18定价成焦点近期，小米集团总裁卢伟冰对外表示，从2022年底至今差不多三年间，AI迎来了爆发式的增长。根据整体判断，2025、2026、2027三年都会是内存成本上涨点。内存价格的猛涨，进而会带来手机成本的大幅上升。受此影响，卢伟冰明确指出，小米17 Ultra一定会涨价。但是跟内存成本上涨（比起来），手机定价还是低的。此外，由于存储价格涨势有望延续至2026年，苹果新机iPhone 18也同样面临成本与定价的平衡。近期，媒体报道，苹果与三星等主要存储供应商的长期合约预计在2026年1月到期，这一背景下，苹果必须在合约更新前制定出相对完善的对策，以应对存储器带来的成本挑战。业界指出，2025年初，每颗12GB LPDDR5X RAM芯片的价格约落在25至29美元之间，但近期该数字已攀升至70美元，这意味着苹果必须支付高昂溢价来取得这一关键组件。为提升带宽与AI性能，业界披露iPhone 18将采用六通道LPDDR5X内存，这对硬件提出了更高要求。考量到iPhone 18系列预计将于2026年2月进入量产阶段，苹果在策略布局上已刻不容缓。虽然苹果拥有自研芯片的优势以控制成本、维持利润，但面对存储器惊人涨幅，以及高度依赖单一供应商的现状，iPhone 18的最终定价与规格走向，将成为市场关注的焦点。涨价or降低规格？2026年手机、笔电迎“大考”业界普遍认为，本轮存储器涨价行情源于人工智能应用扩张带来的需求结构变化，而且结构性失衡在短期内难以明显缓解。受此影响，明年智能手机、笔电等终端产品出货以及厂商策略迎来新变化。全球市场研究机构TrendForce集邦咨询最新调查显示，2026年存储器步入强劲上行周期，导致整机成本上扬，并将迫使终端定价上调，进而冲击消费市场，预计2026年全球智能手机及笔电的生产出货量将分别年减2%及2.4%。集邦咨询认为，由于预期2026年第一季存储器价格将显著上涨，全球终端产品面临艰巨的成本考验，智能手机、笔电产业上修产品价格、调降规格，销量展望再度下修已难避免，资源优势将向少数龙头品牌高度集中。“缩减规格配置”或“暂缓升级”已成智能手机、笔电品牌平衡成本的一项必要手段，其中以成本占比较高的DRAM修正较明显。预料高阶、中阶产品的DRAM容量规格将分别向该市场的最低标准集中，放缓提升速度。至于低阶市场则是受创最深的价格带。以手机为例，2026年退回以4GB为主；低价笔电因受限于处理器搭配及操作系统需求，DRAM配置短期内难再下修。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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 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