“最大客户”都让步了！韩媒称三星、海力士一季度向苹果供DRAM价格较上季度翻倍

华尔街见闻01-27

三星电子和SK海力士近期成功将供应给苹果的低功耗DRAM价格较上季度提高近一倍，标志着全球最大智能手机制造商之一在内存供应紧张局面下也不得不接受大幅涨价。分析认为，这一价格调整打破了苹果长期以来凭借市场地位获取低价内存的惯例，凸显当前内存市场供需失衡的严峻程度。1月27日，据韩国媒体zdnet报道，三星电子在与苹果的谈判中提出一季度LPDDR芯片价格上涨超过80%，而SK海力士的涨幅约为100%。...

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Korean media said Samsung and Hynix supplied DRAM prices to Apple in the first quarter doubled from the previous quarter","themeId":"7fa18c3f9614249f49296fd5a22a262a","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1.91,"EWY":2,"07747":2,"SSNLF":2,"07709":2,"SMSD.UK":2,"MACW.SI":0.6,"09347":2},"content_text":"三星电子和SK海力士近期成功将供应给苹果的低功耗DRAM价格较上季度提高近一倍，标志着全球最大智能手机制造商之一在内存供应紧张局面下也不得不接受大幅涨价。分析认为，这一价格调整打破了苹果长期以来凭借市场地位获取低价内存的惯例，凸显当前内存市场供需失衡的严峻程度。1月27日，据韩国媒体zdnet报道，三星电子在与苹果的谈判中提出一季度LPDDR芯片价格上涨超过80%，而SK海力士的涨幅约为100%。苹果去年iPhone出货量约为2.5亿部，是LPDDR的关键客户。报告称，内存价格飙升源于全球科技巨头对AI基础设施的激进投资推动DRAM需求激增，而供应商将产能重点转向HBM（高带宽内存），加剧了供应短缺。市场研究机构TrendForce预测，一季度通用型DRAM价格将环比上涨55-60%。据报道，业内人士透露，苹果通常每年签订内存长期协议，但考虑到当前内存危机，今年仅完成了上半年的单价谈判。随着下半年iPhone 18等新品发布，价格可能进一步上涨。消息出炉之后，SK海力士、三星电子午后涨幅进一步扩大，其中SK海力士涨超8%，三星电子涨近4%。供应紧张迫使苹果接受大幅涨价三星电子和SK海力士在今年一季度与苹果的谈判中取得显著成果。报道指出，据韩国业内消息人士透露，三星电子提出的LPDDR价格涨幅超过80%，SK海力士的涨幅则达到约100%。这是苹果作为主要客户首次在短期内接受如此大幅度的价格调整。据悉，LPDDR是一种相比标准DRAM更注重能效的内存类型，对包括智能手机在内的IT设备至关重要。目前第七代LPDDR5X应用最为广泛。苹果凭借每年约2.5亿部的iPhone出货量，一直是LPDDR市场的关键买家。报道指出，尽管价格大幅上涨，但苹果支付的LPDDR价格并非市场最高水平。作为内存市场的主要参与者，苹果长期利用其主导地位以低于其他公司的价格采购LPDDR。业内人士认为，此次谈判显著缩小了苹果与内存供应商之间的价格差距。AI需求挤压传统内存供应内存价格急剧上涨的根本原因在于供需结构失衡。报道称，全球大型科技公司对AI基础设施的大规模投资推动DRAM需求激增，而三星电子和SK海力士等供应商将产能重点转向利润更高的HBM产品，导致传统DRAM和LPDDR供应紧张。市场数据显示，LPDDR5价格已在去年四季度上涨约40%。TrendForce预测，一季度通用型DRAM价格将环比上涨55-60%。一位业内人士表示：\"一季度的涨幅更大，整体涨幅至少达到60%。\"如果苹果的内存价格上涨得到全面反映，内存供应商一季度的整体盈利能力预计将进一步改善。这对于在去年经历行业周期低谷的三星电子和SK海力士而言，意味着DRAM业务盈利能力在一季度实现最大化。下半年价格或继续攀升与以往做法不同，苹果今年仅完成了上半年的内存单价谈判，而非签订全年长期协议。一位半导体业内人士解释：\"苹果通常每年都会签订内存长期协议，但考虑到最近的内存危机，据我了解，他们只完成了今年上半年的单价谈判。\"这一变化为下半年价格进一步上涨留下空间。该人士补充说：\"随着下半年新产品的推出，价格可能会进一步上涨。\"苹果预计将在下半年发布最新旗舰智能手机iPhone 18，届时对LPDDR的需求将显著增加。分析指出，短期合约的签订反映出当前内存市场的不确定性，也显示苹果在供应紧张环境下议价能力的减弱。对于三星电子和SK海力士而言，这意味着在下半年新一轮谈判中可能获得更大的定价主动权。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","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":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2606208845","isCrawlerRequest":true}