iPhone Air需求预估失误，或面临数亿美元零件报废损失

爱集微01-29

市场传出，苹果及供应商2025年严重错估消费者对iPhone Air的需求，如今正在结算报废零件的损失，估算金额可能达数亿美元。科技记者Tim Culpan 1月28日指出，消息显示尽管苹果已在去年10月下令减产，该公司与供应商手中仍累积了最多150万台iPhone Air的零组件。更惨的是，据传部分零件无法转作他用，或许只能报废。根据Culpan分析，那些无法重新利用的零件所引发的资产损失金额，...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129151736a4639013&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":"BK4598","symbol_name":"佩洛西持仓","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129151736a4639013&s=b","article_id":"2607705377","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129151736a4639013&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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1月28日指出，消息显示尽管苹果已在去年10月下令减产，该公司与供应商手中仍累积了最多150万台iPhone Air的零组件。更惨的是，据传部分零件无法转作他用，或许只能报废。根据Culpan分析，那些无法重新利用的零件所引发的资产损失金额，约数亿美元（low hundreds of millions of dollars）。iPhone在2025年7至9月的整体销售额多达490亿美元，10至12月预估销售额更有望达约800亿美元，因此对苹果来说数亿美元不算严重。Culpan指出，损失最惨重的或许在芯片。 iPhone Air使用跟iPhone 17 Pro同样的A19 Pro CPU，但Air仅配置5个GPU核心（跟入门款iPhone 17相同），iPhone 17 Pro却配置了6个GPU核心。未使用的Air芯片，既不能嵌入入门款iPhone 17、也无法用于高端iPhone 17 Pro。（校对/赵月）","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,"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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