AI抢货太疯狂！苹果手握多年的供应链话语权终究还是被侵蚀

智通财经02-02

智通财经APP获悉，长期以来，苹果(AAPL.US)一直是消费电子领域手握绝对话语权的采购巨头，但如今，这一优势正开始受到侵蚀。当前，人工智能(AI)企业正斥巨资布局数据中心，对芯片、存储芯片及其他核心元器件展开抢购，且频频在采购竞价中击败苹果。曾为这家iPhone制造商倾尽全力的供应商如今掌握了议价主动权，不仅推高了元器件价格，还不断压缩苹果素来丰厚的利润空间。苹果首席执行官蒂姆・库克在近期的...

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Apple's voice in the supply chain that it has held for many years has eventually been eroded","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/65e7ab52c483e08c76c5bbadf858c095","symbols_score_info":{"AAPX":0.6,"AAPB":0.6,"AAPU":0.6,"APLY":0.6,"AAPD":0.6,"AAPW":0.6,"MACW.SI":0.6,"AAPL":1.96,"AAPY":0.6},"content_text":"智通财经APP获悉，长期以来，苹果(AAPL.US)一直是消费电子领域手握绝对话语权的采购巨头，但如今，这一优势正开始受到侵蚀。当前，人工智能(AI)企业正斥巨资布局数据中心，对芯片、存储芯片及其他核心元器件展开抢购，且频频在采购竞价中击败苹果。曾为这家iPhone制造商倾尽全力的供应商如今掌握了议价主动权，不仅推高了元器件价格，还不断压缩苹果素来丰厚的利润空间。苹果首席执行官蒂姆・库克在近期的财报电话会议中坦言公司正面临相关压力，提及芯片供应受限、存储芯片成本大幅攀升等问题。尽管iPhone销量表现强劲、公司利润再创历史新高，但这番表态仍对公司股价形成压制，当日苹果股价最终收平。这一格局变化在全球顶级先进芯片制造商台积电(TSM.US)身上体现得最为明显。英伟达(NVDA.US)近期取代苹果，成为台积电最大客户，这一现象也凸显出AI业务的需求正重构半导体行业的客户格局。存储芯片领域则成为另一大矛盾焦点。OpenAI、谷歌(GOOGL.US)、Meta(META.US)、微软(MSFT.US)等企业正合计斥资数千亿美元搭建AI基础设施，直接导致动态随机存取存储器(DRAM)和闪存(NAND)供应持续紧张。这两类元器件广泛应用于智能手机、服务器等各类电子设备。科技市场研究机构TechInsights预估，到今年年底，DRAM价格或较2023年水平暴涨三倍，NAND价格涨幅也将超两倍。成本上涨对苹果的影响已切实可见。TechInsights测算，仅存储芯片这一项，就可能让苹果下一代标准款iPhone的物料成本增加约57美元——对于这款售价不足800美元的设备而言，这一成本增幅带来的冲击不容小觑。多年来，凭借庞大的采购规模和严苛的供应链管理，苹果在与供应商的合作中始终占据主导，不仅能频繁重新协商采购价格，甚至可随时终止合作。但AI领域的客户甘愿支付溢价，还会锁定长期供货协议、提前敲定采购承诺，这让三星电子(SSNLF.US)、SK海力士等存储芯片制造商拥有了比以往更强的议价能力。苹果的竞争压力还延伸至供应商内部的资源与人才争夺。此前专注于智能手机显示屏、传感器及各类元器件研发的工程师，如今正越来越多地被抽调至AI芯片专用材料和硬件的研发工作中。不过苹果仍保有自身优势。供应商表示，与苹果合作仍是行业标杆，而苹果软硬件深度融合的模式也为其留出了调整空间。苹果也可能更侧重于推广存储升级配置，这是一种利润率尤其高的销售策略;此外，公司或许会为技术门槛较低的处理器寻求替代制造商。尽管如此，分析师预计，即便成本持续上涨，苹果今年仍将维持iPhone产品的定价稳定。这意味着，AI产业的蓬勃发展，或将令苹果时隔多年后首次被迫自行消化成本压力，而非将其转嫁给消费者。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"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":1,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2608855485","isCrawlerRequest":true}

AI抢货太疯狂！苹果手握多年的供应链话语权 终究还是被侵蚀

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AI抢货太疯狂！苹果手握多年的供应链话语权终究还是被侵蚀