重磅！苹果或将采用国产存储芯片

52RD02-28

2月28日，据外媒报道，苹果正在加快供应链多元化布局，其即将发布的iPhone18系列、MacBook及台式Mac等多款产品，有望搭载国产存储芯片。消息显示，苹果正计划与两家中国存储企业开展深度合作，为iPhone18系列及多款核心Mac产品提供内存与存储芯片，国产存储芯片有望正式进入苹果供应链体系。苹果选择与国产存储厂商合作，并非临时决策，而是行业环境变化与自身战略需求共同作用的结果。长期以来，...

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Apple may use domestically produced memory chips","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPW":0.6,"MACW.SI":0.6,"AAPY":0.6,"AAPL":1.95,"AAPX":0.6,"AAPU":0.6,"APLY":0.6,"AAPB":0.6,"AAPD":0.6},"content_text":"2月28日，据外媒报道，苹果正在加快供应链多元化布局，其即将发布的iPhone18系列、MacBook及台式Mac等多款产品，有望搭载国产存储芯片。消息显示，苹果正计划与两家中国存储企业开展深度合作，为iPhone18系列及多款核心Mac产品提供内存与存储芯片，国产存储芯片有望正式进入苹果供应链体系。苹果选择与国产存储厂商合作，并非临时决策，而是行业环境变化与自身战略需求共同作用的结果。长期以来，苹果的内存与存储芯片高度依赖铠侠、三星、SK海力士等日韩厂商，供应链结构相对集中。近年来，全球存储芯片供应紧张、价格持续上涨，日韩供应商纷纷上调报价。其中铠侠将NAND芯片价格翻倍，还提出按季度重新议价，这使得坚持产品定价稳定的苹果利润空间不断被压缩，单一供应链带来的风险也日益突出。为分散供应风险、降低成本压力、减少对日韩厂商的依赖，苹果已启动供应链优化方案，正全面评估将国产DRAM内存芯片和NAND闪存芯片纳入核心供应体系。借助国产厂商的技术能力与成本优势，实现供应链多元化，成为苹果应对行业变局的重要举措。里程碑意义：国产存储实现关键突破若苹果最终在iPhone、Mac等主力产品中大规模采用国产存储芯片，将成为中国半导体产业的里程碑事件，并带来多重实质性利好。从产业角度看，苹果作为全球消费电子龙头，供应链认证标准极为严苛。国产存储芯片能够通过其严格验证，标志着中国存储企业的技术水平已获得国际顶级厂商认可，将有力推动国产存储芯片的技术升级与规模化量产，助力中国半导体产业从“自主可控”迈向“全球竞争力”。业内观点认为，苹果推进供应链多元化，不只是短期应对成本与风险的选择，更是一项长期战略。在全球半导体竞争加剧的背景下，供应链安全已成为科技企业的核心关注点，而国产存储芯片凭借技术进步与成本优势，正逐步成为全球供应链中不可或缺的一环。目前，苹果与中国存储企业的合作仍处于洽谈和评估阶段，具体细节尚未公布。但可以确定的是，一旦合作落地，将为国产半导体产业注入强大动能，也有助于苹果进一步完善供应链结构，实现双方共赢。未来，随着国产存储技术持续突破，预计将有更多中国半导体企业进入全球顶级供应链，推动整个产业实现高质量发展。本文由作者原创，52RD转载是为分享该信息或观点，不能代表对观点的支持，如果有任何异议，欢迎联系我们。","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":"productRelease","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":"4.42.0","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/2614897090","isCrawlerRequest":true}