苹果(AAPL)两款硬件新品规划曝光内存供给紧张或压制终端消费需求

金吾财讯07-02 22:42

金吾财讯 | 据知情人士消息，苹果(AAPL)计划 2027 年推出全新 iPad Pro 与改版入门 MacBook Pro 产品，硬件迭代周期与供应链成本压力形成双向约束。硬件规划细节显示，企业正在测试四款 iPad Pro 机型，预计 2027 年春季上市，保留现有 11 英寸、13 英寸两种屏幕规格，升级重心集中于内部算力芯片，外观尺寸无大幅改动。

最新财报数据显示 iPad 板块营收 69 亿美元，去年同期为 64 亿美元，板块收入实现同比增长。笔记本端同步推进改版 14 英寸 MacBook Pro，采用全新外观设计，造型对标即将发布的高端触控 Mac 机型；Mac 最新季度营收 84 亿美元，同比去年 79 亿美元小幅上行。

行业供应链持续存在内存短缺问题，苹果上月上调 MacBook、iPad 多数机型售价，市场分析师提示涨价或将带来需求降温压力，两款新品上市或面临终端购买力下滑的挑战。

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苹果(AAPL)两款硬件新品规划曝光 内存供给紧张或压制终端消费需求

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苹果(AAPL)两款硬件新品规划曝光内存供给紧张或压制终端消费需求