苹果iPhone或迎涨价？全球存储芯片短缺成焦点

环球市场播报02-06

全球存储芯片短缺冲击智能手机市场，从硅谷到深圳，一个核心问题引发热议：苹果会选择涨价，还是牺牲利润来吸引新用户？　　这家 iPhone 制造商上周预测，受 iPhone 17 系列需求推动，公司销售额将实现强劲增长。首席执行官蒂姆・库克向投资者表示，预计存储芯片价格将大幅飙升，但没有回应分析师关于苹果是否会因此上调产品价格的问题。　　库克在财报电话会议中表示：“我们有多种应对手段可以动用，目前...

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Global memory chip shortage becomes focus","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPY":0.6,"AAPL":1.97,"APLY":0.6,"AAPX":0.6,"AAPU":0.6,"AAPB":0.6,"AAPD":0.6,"MACW.SI":0.6,"AAPW":0.6},"content_text":"全球存储芯片短缺冲击智能手机市场，从硅谷到深圳，一个核心问题引发热议：苹果会选择涨价，还是牺牲利润来吸引新用户？\n　　这家 iPhone 制造商上周预测，受 iPhone 17 系列需求推动，公司销售额将实现强劲增长。首席执行官蒂姆・库克向投资者表示，预计存储芯片价格将大幅飙升，但没有回应分析师关于苹果是否会因此上调产品价格的问题。\n　　库克在财报电话会议中表示：“我们有多种应对手段可以动用，目前尚无法预判效果如何，但确实有一系列选择可供考量。”\n　　对于苹果是否能通过维持原价、借助竞争对手面临的更大供应链压力来扩大 iPhone 和 Mac 的市场份额，库克并未置评。\n　　分析师认为，即便在芯片短缺的背景下，苹果凭借其行业影响力，能从三星电子、SK 海力士、美光等长期供应商处保障足够的芯片供应以满足 iPhone 生产，这是中小手机厂商无法企及的。\n　　脸书母公司元宇宙、谷歌、微软等科技企业正加速人工智能基础设施建设，大量消耗存储芯片产能；芯片制造商也更倾向于将产能优先供给利润率更高的数据中心相关部件，而非消费电子设备，这进一步推高了芯片价格。存储芯片（即动态随机存取存储器）是智能手机的核心部件，能保障高功耗应用的流畅运行。\n　　苹果的抉择将牵动整个行业走向\n　　苹果的定价决策或将产生深远的行业影响。\n　　据部分机构测算，苹果去年智能手机出货量同比增长近 10%，领跑全球市场。\n　　分析师预计，若苹果选择维持原价，而中小竞争对手被迫涨价，iPhone 的市场吸引力将进一步提升；若苹果率先提价，则会为竞争对手留下跟涨的空间。\n　　国际数据公司（IDC）高级研究总监纳比拉・波帕尔表示：“这是当前整个行业最核心的问题。这是一把双刃剑 —— 苹果不涨价虽有助于扩大市场份额，却可能引发投资者不满。”\n　　IDC 数据显示，竞争对手面临的存储芯片短缺问题，或将导致 2026 年全球智能手机市场出货量出现 2023 年以来的首次同比下滑。\n　　全球最大智能手机芯片设计商、高端安卓手机核心供应商高通于本周三发布的业绩预期低于华尔街预期，其原因正是下游手机客户面临存储芯片短缺，这也加剧了市场对行业前景的担忧。\n　　高通首席财务官阿卡什・帕尔希瓦拉表示，尽管终端市场需求旺盛，但该公司在中国的核心客户因存储芯片短缺，无法足额生产手机。\n　　他称：“我们看到多家设备制造商，尤其是中国的厂商，已采取措施下调手机生产计划，并去渠道库存。”\n　　在高通的财报电话会议上，分析师再次将话题引向苹果。梅利乌斯研究公司的本・雷策斯表示：“苹果似乎将持续获得市场上占比远超其份额的动态随机存取存储器供应。”\n　　一位不愿具名的智能手机行业资深高管透露，其因讨论敏感的供应链问题要求匿名，该高管表示，安卓手机厂商正密切关注苹果是否会涨价。\n　　他称：“如果苹果自行消化所有存储芯片的涨价成本，维持手机售价不变，那么安卓手机的价格优势将消失，其原本预期的出货量能否实现也将打上问号。”\n　　部分苹果投资者认为，涨价已成定局。\n　　西诺沃斯信托公司投资组合经理丹・摩根表示：“苹果在供应链上向来比竞争对手更具优先权…… 但并非完全不受市场短缺的影响。苹果极有可能在推出新款 iPhone 时继续上调价格。”\n　　三星的举动也将对行业格局产生影响。\n　　分析师认为，这家韩国企业的手机部门或同样有能力消化存储芯片的涨价成本，因其存储芯片可由三星旗下另一部门供应。\n　　eMarketer 分析师加乔・塞维利亚表示：“我们正持续关注苹果和三星的动向。如果这两家企业涨价，就相当于抬高了行业价格天花板，其他厂商大概率也将被迫调整定价。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","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/2609694598","isCrawlerRequest":true}