人工智能热潮即将冲击苹果的利润率

环球市场播报02-02

查看最新行情　　苹果公司多年来一直主导着电子产品供应链。但现在情况不同了。　　人工智能公司正斥巨资采购芯片、内存、专用玻璃纤维等产品，并已开始在争夺核心部件供应的竞赛中超越苹果。那些习惯了迎合苹果各种需求的供应商，如今已获得了要求这家 iPhone 制造商支付更高价格的议价权。　　分析师称，苹果公司原本丰厚的利润率今年将面临压力，消费者最终可能会感受到冲击。　　首席执行官蒂姆・库克在...

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href=https://finance.sina.com.cn/stock/usstock/c/2026-02-02/doc-inhkmfsh8002350.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>查看最新行情\n\n\n\n　　苹果公司多年来一直主导着电子产品供应链。但现在情况不同了。\n　　人工智能公司正斥巨资采购芯片、内存、专用玻璃纤维等产品，并已开始在争夺核心部件供应的竞赛中超越苹果。那些习惯了迎合苹果各种需求的供应商，如今已获得了要求这家 iPhone 制造商支付更高价格的议价权。\n　　分析师称，苹果公司原本丰厚的利润率今年将面临压力，消费者最终可能会感受到冲击。\n　　首席执行官蒂姆・库克在...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-02-02/doc-inhkmfsh8002350.shtml\">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":"SG9999018857.SGD","symbol_name":"United Global Quality Growth Fd Cl Acc 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ACC"},"translate_title":"The AI boom is about to hit Apple's profit margins","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1.96,"AAPY":0.6,"AAPB":0.6,"AAPD":0.6,"APLY":0.6,"MACW.SI":0.6,"AAPU":0.6,"AAPX":0.6,"AAPW":0.6},"content_text":"查看最新行情\n\n\n\n　　苹果公司多年来一直主导着电子产品供应链。但现在情况不同了。\n　　人工智能公司正斥巨资采购芯片、内存、专用玻璃纤维等产品，并已开始在争夺核心部件供应的竞赛中超越苹果。那些习惯了迎合苹果各种需求的供应商，如今已获得了要求这家 iPhone 制造商支付更高价格的议价权。\n　　分析师称，苹果公司原本丰厚的利润率今年将面临压力，消费者最终可能会感受到冲击。\n　　首席执行官蒂姆・库克在周四的财报电话会议上提及了这一问题，称苹果正面临芯片供应限制，且内存价格大幅上涨。尽管 iPhone 销量创纪录、公司利润再创新高，但这些言论似乎对苹果股价构成了压力，导致其股价持平。\n　　“苹果公司确实正受到挤压，” 为研究机构 SemiAnalysis 分析该行业的斯 ravan Kundojjala 表示。\n　　人工智能芯片领军企业英伟达首席执行官黄仁勋在一档播客节目中表示，英伟达近期已成为台湾积体电路制造股份有限公司（TSMC，简称台积电）的最大客户。多年来，苹果一直是台积电最大的客户，且优势显著。台积电是全球领先的先进芯片制造商，为人工智能服务器、智能手机及其他计算设备提供芯片。\n　　苹果与台积电的发言人拒绝对此事置评。\n　　承担人工智能任务的大型计算机与消费者手中的智能手机外观迥异，但众多公司同时为二者供应零部件。随着 OpenAI、谷歌、Meta、微软等企业合计斥资数千亿美元建设人工智能计算能力，内存芯片供应短缺的问题日益凸显。\n　　研究机构 TechInsights 的分析师迈克・霍华德表示，“内存价格的上涨幅度前所未有。” 这一情况既适用于存储照片和视频的闪存芯片（即 NAND），也适用于支撑应用程序快速运行的内存（即 DRAM）。TechInsights 预测，到今年年底，DRAM 价格将较 2023 年水平上涨三倍，NAND 价格则将上涨两倍以上。\n　　霍华德估计，相较于目前在售的 iPhone 17 基础款机型，苹果今年秋季推出的 iPhone 18 基础款机型，仅两种内存芯片的成本就可能增加 57 美元。对于一款售价 799 美元的设备而言，这将对利润率造成巨大冲击。\n　　长期以来，凭借强大的采购能力和先进电子产品的设计专长，苹果在亚洲众多 iPhone 零部件制造商和组装商中，堪称无可匹敌的 “巨头”。\n　　知情人士透露，苹果每年在 NAND 芯片上的投入高达数十亿美元，很可能是全球最大的单一买家。供应商们纷纷争抢苹果的订单，希望借助其技术专长与品牌影响力吸引其他客户。\n　　“如今，推动人类规模工程技术边界的公司，正是英伟达这类企业。” TF 国际证券分析师郭明𫓹表示。\n　　人工智能硬件的需求正有望持续快速增长。尽管苹果 iPhone 17 系列销量创下历史新高，但与用于搭建人工智能数据中心的投入相比，其支出增长仍相对温和。\n　　据熟悉苹果供应链的消息人士透露，三星电子和 SK 海力士正在上调向苹果供应的一款 DRAM 芯片的价格。大型人工智能公司不仅出价高昂，还愿意锁定长期供应并预付定金，这让这两家韩国芯片制造商获得了对苹果的议价优势。\n　　苹果公司签订了长期内存采购合同，但它一直利用自身的影响力压榨供应商。据熟悉苹果内存采购业务的消息人士透露，这些合同赋予了苹果极大的议价权，不仅能每周协商价格，还能在认为价格不利时，直接拒绝从某家供应商处采购内存。为进一步增强对供应商的议价能力，苹果甚至开始增加内存库存。这一做法对库克而言实属罕见，他通常会将库存削减至最低水平，以最大化苹果的现金流。\n　　苹果不仅在争夺当下的供货订单，还在努力争取供应商工程师的关注。据业内高管透露，那些曾致力于研发最轻薄、最顺滑智能手机显示屏的玻璃科学家，如今也开始将精力投入到用于封装高端人工智能处理器芯片的专用玻璃研发中。\n　　iPhone 内部的传感器及其他零部件制造商，正从 OpenAI 等人工智能公司手中赢得新订单，这些公司正在自主研发硬件产品。\n　　不过，供应商表示，他们远未放弃与苹果的合作。他们称，与苹果合作是一种学习过程，因为苹果仍是业内要求最严苛、管理最规范的客户之一。\n　　台湾积体电路制造股份有限公司（台积电）长期以来一直将苹果视为其最主要的客户，并依靠对 iPhone 的稳定且可预测的巨大需求，成功打造了一代又一代的最先进芯片。如今，随着台积电与英伟达及其他人工智能公司的合作日益加深，据芯片供应链知情人士透露，苹果正在探索是否可以让其他厂商来生产部分中低端处理器。\n　　苹果的一大利润来源，是其销售的额外内存价格远高于公司采购这些内存芯片的成本。去年秋天，苹果停产了 128GB 存储版本的 iPhone Pro 机型。现在，消费者若想购买同系列机型，必须从 256GB 版本起步，并且要多支付 100 美元。Moffett Nathanson分析师Craig Moffett在一份投资者报告中写道，苹果可能会在今年再次采取类似举措，以帮助其抵消不断攀升的成本。\n　　不过，该分析师郭明𫓹表示，预计苹果不会将其下一代 iPhone 机型的售价，在配置相似的 iPhone 17 基础上进一步提高。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：何云","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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