内存荒逼的？苹果2026年先卖高端iPhone，标准版要等2027年

科技新宠儿02-03

最近想买新iPhone的朋友可能要注意了：2026年苹果要调整发布计划，先推高端机型，咱们熟悉的标准版iPhone 18得等到2027年上半年才能买到。这事儿不是苹果故意“慢工出细活”，核心原因其实是全球都在闹“内存荒”。可能有人会问，内存怎么突然不够用了？答案很简单：AI抢了手机的“口粮”。现在ChatGPT、自动驾驶这些AI技术越来越火，而训练一个大模型、运行一台AI服务器，需要的内存是传统...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203061447a474a4cd&s=b><strong>科技新宠儿</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近想买新iPhone的朋友可能要注意了：2026年苹果要调整发布计划，先推高端机型，咱们熟悉的标准版iPhone 18得等到2027年上半年才能买到。这事儿不是苹果故意“慢工出细活”，核心原因其实是全球都在闹“内存荒”。可能有人会问，内存怎么突然不够用了？答案很简单：AI抢了手机的“口粮”。现在ChatGPT、自动驾驶这些AI技术越来越火，而训练一个大模型、运行一台AI服务器，需要的内存是传统...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203061447a474a4cd&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":"HK0000914660.USD","symbol_name":"GFI Global Select Equity Fund Class A 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Apple will sell high-end iPhones first in 2026, and the standard version will have to wait until 2027","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1.96,"MACW.SI":0.6,"AAPB":0.6,"AAPU":0.6,"AAPX":0.6,"AAPW":0.6,"AAPD":0.6,"AAPY":0.6,"APLY":0.6},"content_text":"最近想买新iPhone的朋友可能要注意了：2026年苹果要调整发布计划，先推高端机型，咱们熟悉的标准版iPhone 18得等到2027年上半年才能买到。这事儿不是苹果故意“慢工出细活”，核心原因其实是全球都在闹“内存荒”。可能有人会问，内存怎么突然不够用了？答案很简单：AI抢了手机的“口粮”。现在ChatGPT、自动驾驶这些AI技术越来越火，而训练一个大模型、运行一台AI服务器，需要的内存是传统服务器的8到10倍。就像大家都抢着买热门款商品，AI企业也在疯狂囤积高端内存，OpenAI这类头部公司甚至要锁定全球近一半的内存月产能。更关键的是，生产内存的巨头们也在“偏心”。三星、SK海力士、美光这三家垄断了全球90%以上的内存市场，为了赚更多钱，它们把80%到90%的先进产能都转向了AI服务器用的高端内存，普通手机用的内存产能被大幅压缩。而且生产AI用的高端内存特别费资源，造1GB的高端内存，要占用相当于3GB普通内存的生产能力。这就导致手机用的内存不仅变少，价格还疯涨——从2025年9月到现在，DDR5内存条价格涨了3倍多，一根16GB的内存从800元涨到了4000元开外。面对这种情况，苹果选择“保高端、缓标准版”其实是笔精明账。首先，高端iPhone的利润实在太高了。2026年第一季度，苹果光iPhone就赚了850多亿美元，单机净利润能到1500元左右，而且苹果长期拿走全球智能手机行业80%以上的利润。高端机型本身定价高，内存涨价带来的成本压力很容易消化，就算内存成本涨了，也不会影响整体利润。但标准版iPhone利润薄，要是跟着涨价，消费者可能不买账；不涨价，苹果自己又亏不起。其次，苹果2026年要推的高端机型里，还有首款折叠屏iPhone。折叠屏技术复杂，本来就需要慢慢磨合量产工艺，现在趁着高端内存还能保障供应，先把折叠屏和高端旗舰推上市，既能抢占高端市场，又能降低后续生产风险。对苹果来说，高端用户愿意为新技术、好体验买单，2025年第四季度iPhone的平均售价已经突破7000元，比国产手机均价高好几倍，先服务这些用户更划算。不过大家也不用太担心，苹果CEO库克说了，内存短缺对2025年底的手机供应影响不大，主要影响会在2026年后面显现。而且不只是苹果，整个手机行业都在受内存涨价的影响：国产中端机普遍涨价300到800元，有的机型还玩起“文字游戏”，用8GB物理内存加扩展内存，冒充16GB内存卖，实际用起来卡顿更明显。对于普通消费者来说，有两个选择：如果追求最新的高端体验，2026年下半年可以关注苹果的折叠屏iPhone和高端旗舰；如果预算有限，想等标准版iPhone 18，就得耐心等到2027年。另外，要是现在的手机还能用，只是存储不够，也可以考虑官方扩容，256GB扩容只要300到500元，比换手机划算多了。这波内存荒短期内可能缓解不了，因为内存工厂建设周期要2到3年，新产能得2027年才陆续释放。苹果的决策，其实是行业趋势的缩影——在资源紧张的时候，企业总会优先保障利润高的业务。对我们来说，理性消费就好，不用盲目跟风换手机，根据自己的需求和预算选择最适合的就好。","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; +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/2608200813","isCrawlerRequest":true}