供应链危机！苹果或为iPhone和Mac支付两倍内存费

手机中国02-27

【CNMO科技消息】近日，据外媒报道，苹果已同意向三星支付两倍于以往的价格，采购用于iPhone和Mac的DRAM内存芯片。CNMO获悉，全球AI服务器需求暴增，导致厂商难以获得足够的内存、存储和处理器。这也意味着，苹果此前议价低价、签订长期合约的优势已不复存在。iPhone 17 Pro Max半导体行业相关人士透露，此次采购谈判中，苹果几乎未进行讨价还价。据悉，三星最初计划将供应给苹果...

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Apple may pay twice the memory fee for iPhone and Mac","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPW":0.6,"APLY":0.6,"AAPU":0.6,"AAPB":0.6,"MACW.SI":0.6,"AAPD":0.6,"AAPY":0.6,"AAPX":0.6,"AAPL":1.95},"content_text":"【CNMO科技消息】近日，据外媒报道，苹果已同意向三星支付两倍于以往的价格，采购用于iPhone和Mac的DRAM内存芯片。CNMO获悉，全球AI服务器需求暴增，导致厂商难以获得足够的内存、存储和处理器。这也意味着，苹果此前议价低价、签订长期合约的优势已不复存在。iPhone 17 Pro Max半导体行业相关人士透露，此次采购谈判中，苹果几乎未进行讨价还价。据悉，三星最初计划将供应给苹果iPhone的LPDDR5X内存芯片价格上调约60%，但在首轮谈判中，三星直接提出涨价100%的方案，苹果方面当即接受了该报价。外媒认为，苹果已与三星续签2026年上半年的内存供货协议。苹果之所以爽快接受涨价方案，核心原因或在于其预判2026年全球内存价格将持续大幅上涨，提前锁定供货渠道以规避后续更大的成本压力。相关报道据相关预测，截至2026年底，面向厂商的内存批发价格将攀升至当前水平的三至四倍。由此来看，苹果此次看似支付了更高成本，但结合后续价格涨幅，该笔交易反而可能为其节省长期采购开支。外媒进一步指出，若此次苹果翻倍采购DRAM内存情况属实，那么它就与此前一则关于NAND闪存供应的消息形成了呼应——据称苹果为此支付的价格，已是此前的两倍。尽管此次涨价并非单纯由需求导致，但外界同样认为，苹果为iPhone 18所搭载的A20处理器支付的费用，也比A19处理器高出一倍。","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.4","shortVersion":"4.42.4","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/2614289070","isCrawlerRequest":true}