曝iPhone18或用中国产存储：NAND技术差距小，规模效应满足苹果需求

太平洋科技02-27

【太平洋科技快讯】2月27日消息，据PChome近日报道，为应对存储供应链的潜在风险，苹果正评估引入长江存储、长鑫存储等中国厂商。目前苹果存储供应由三星、SK海力士等主导，但在存储价格暴涨后，即便苹果也面临成本不稳定。铠侠仅同意以两倍价格向苹果供应NAND闪存，并坚持按季度谈判，此举将显著增加iPhone 18系列的成本。引入中国供应商有助于苹果分摊供应链风险，并获得议价筹码。尽管长鑫存储等曾被...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227123338a4ce3558&s=b><strong>太平洋科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【太平洋科技快讯】2月27日消息，据PChome近日报道，为应对存储供应链的潜在风险，苹果正评估引入长江存储、长鑫存储等中国厂商。目前苹果存储供应由三星、SK海力士等主导，但在存储价格暴涨后，即便苹果也面临成本不稳定。铠侠仅同意以两倍价格向苹果供应NAND闪存，并坚持按季度谈判，此举将显著增加iPhone 18系列的成本。引入中国供应商有助于苹果分摊供应链风险，并获得议价筹码。尽管长鑫存储等曾被...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227123338a4ce3558&s=b\">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":"IE00B19Z8X17.USD","symbol_name":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) 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18系列的成本。引入中国供应商有助于苹果分摊供应链风险，并获得议价筹码。尽管长鑫存储等曾被短暂列入美国“受限企业”清单，且DRAM技术暂落后巨头，但NAND闪存领域差距较小，其逐步形成的规模效应能满足苹果稳定供货需求。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4559":"巴菲特持仓","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","BK4550":"红杉资本持仓","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0345770308.USD":"NINETY 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