iPhone 18系列起售价或持平上代，存储危机下苹果为何自砍利润保原价？

ITheat热点科技02-12

存储供应的涨价潮以目前的情况来看，似乎没有好转的迹象。这背后除了产能不足的客观因素，还有上游厂商借机抬价牟利的原因。对于个人消费者而言，内存和闪存的涨价影响不止于PC市场，对于手机等移动设备的成本冲击也非常巨大。但是好在手机制造厂商多为大型巨头，供应商多少会给一点面子。根据广发证券分析师Jeff Pu最新的分析，苹果正在凭借其强大的市场影响力，积极管控各类关键组件的成本，以避免iPhone 18...

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Why did Apple cut profits to maintain the original price during the storage crisis?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"AAPY":0.6,"AAPW":0.6,"AAPB":0.6,"AAPD":0.6,"APLY":0.6,"AAPX":0.6,"AAPU":0.6,"AAPL":1.96},"content_text":"存储供应的涨价潮以目前的情况来看，似乎没有好转的迹象。这背后除了产能不足的客观因素，还有上游厂商借机抬价牟利的原因。对于个人消费者而言，内存和闪存的涨价影响不止于PC市场，对于手机等移动设备的成本冲击也非常巨大。但是好在手机制造厂商多为大型巨头，供应商多少会给一点面子。根据广发证券分析师Jeff Pu最新的分析，苹果正在凭借其强大的市场影响力，积极管控各类关键组件的成本，以避免iPhone 18系列涨价。苹果的目标是让iPhone 18 Pro和Pro Max的首发售价与iPhone 17系列同机型保持不变或基本持平。这意味着，iPhone 18 Pro有望在今年秋季以1099美元(国内为8999人民币)的价格发售，iPhone 18 Pro Max则为1199美元(国内为9999人民币)。苹果为了尽量避免iPhone 18系列涨价，甚至派遣高管长期驻扎在三星、海力士等存储供应商处，随时洽谈采购事宜。目前，苹果已经无法以6个月一签的方式来签订内存供应合同，供货价格改为每3个月调整一次。在此前已有消息爆出，苹果将分阶段推出iPhone 18系列。在今年秋季会率先发布Pro和Pro Max机型，而销量主力的18和18e或将推迟至2027年春季发布。苹果希望用此举缓解内存的供应压力，以及2nm制程A20芯片的高昂成本。对于市场而言，消费者对高端手机的价格敏感度越来越高，安卓阵营的产品力也在不断提升，在部分方面如高刷游戏、影音拍照等表现上已经实现对iPhone的超越，高端手机市场早已不是苹果一家独大。在这次存储市场波动的关键节点，苹果明显是想利用这个内存市场混乱的时刻，牺牲自己的部分高额利润来消化其增加的成本，并通过具有竞争力的定价策略守住市场份额，避免因涨价让用户流向安卓阵营。对于消费者而言，苹果作为高端市场的定价标杆，这个决策也能在一定程度上压制整个手机市场，使定价处于相对稳定的状态，从而降低“你涨我也涨”的恶性循环概率，对于用户群体来说也是一个好事情。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"productRelease","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/2610997689","isCrawlerRequest":true}