DRAM成本攀升压力下 iPhone 18或坚守起售价稳定市场

ITBEAR科技资讯01-28

近期，人工智能领域需求持续旺盛，叠加通用DRAM市场需求增加，DRAM市场供应紧张态势不断加剧，价格也随之水涨船高。这一趋势自去年下半年便已显现，且至今仍未缓解，引发了行业内广泛关注。DRAM作为智能手机等电子产品的关键零部件，其价格上涨对下游厂商影响显著。众多智能手机厂商面临成本攀升的压力，若不提高整机售价，利润空间将被大幅压缩。市场研究机构此前预测，今年全球智能手机的平均售价将上涨6.9%，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128125302a6b5b963&s=b><strong>ITBEAR科技资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，人工智能领域需求持续旺盛，叠加通用DRAM市场需求增加，DRAM市场供应紧张态势不断加剧，价格也随之水涨船高。这一趋势自去年下半年便已显现，且至今仍未缓解，引发了行业内广泛关注。DRAM作为智能手机等电子产品的关键零部件，其价格上涨对下游厂商影响显著。众多智能手机厂商面临成本攀升的压力，若不提高整机售价，利润空间将被大幅压缩。市场研究机构此前预测，今年全球智能手机的平均售价将上涨6.9%，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128125302a6b5b963&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":"LU1116320901.HKD","symbol_name":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) 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18系列上的定价策略倾向于尽可能不涨价，至少起售价会保持稳定，这为消费者带来了一丝期待。郭明𫓹还指出，苹果目前与供应商在存储芯片价格上按季度进行谈判。据他预计，二季度存储芯片价格将继续上涨，且涨幅与一季度相当。存储芯片价格的持续攀升，无疑会增加苹果的生产成本，进而影响其毛利润。但他同时认为，苹果具备吸收部分成本上涨的能力。对于非AI厂商而言，当前市场形势更为严峻。郭明𫓹表示，即便这些厂商愿意支付更高价格，也难以确保获得稳定的DRAM供应。相比之下，苹果能够在当前市场环境下与供应商达成相对有利的协议，显示出其在供应链管理方面的强大实力。苹果的策略是在市场混乱之际，凭借能够获取货物和吸收成本的优势，扩大市场份额，后续再通过服务业务弥补增加的成本。从市场需求角度来看，若iPhone 18系列不涨价，尤其是起售价保持不变，将有助于苹果稳定市场需求，确保产品销量。这对于苹果在竞争激烈的智能手机市场中保持领先地位至关重要。然而，苹果也面临着其他成本方面的挑战。此前外媒报道，台积电的2nm制程工艺价格高于3nm，这导致A20单颗芯片成本增至280美元，较A19上涨近80%。不过，郭明𫓹目前尚未提及A20系列芯片成本上涨是否会影响iPhone 18系列的定价。至于苹果iPhone 18系列最终售价是上涨还是与上一代持平，只能等待正式发布时才能揭晓，在发布前苹果不会公布相关信息。","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":"","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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