苹果斥重金为iPhone Fold采购12GB LPDDR5X内存加速量产备货_老虎社区_美港股上老虎

苹果斥重金为iPhone Fold采购12GB LPDDR5X内存加速量产备货

安兔兔03-12 14:46

据韩媒The Bell报道，苹果为加速首款折叠屏手机iPhone Fold量产备货，已向三星大量订购12GB LPDDR5X内存芯片，报道还称苹果同时向SK海力士和美光采购内存以分散供应风险，但三星仍占最大份额。The Bell称，由于近期记忆体行业产能紧缺，尽管苹果争取到了极具竞争力的底价，但受行业周期影响，该供应合同12GB LPDDR5X规格的内存成本相比去年依旧近乎翻倍，而苹果因Apple...

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LPDDR5X memory for iPhone Fold to accelerate mass production stocking","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPB":0.6,"AAPX":0.6,"AAPU":0.6,"AAPY":0.6,"MACW.SI":0.6,"AAPD":0.6,"APLY":0.6,"AAPL":1.94,"AAPW":0.6},"content_text":"据韩媒The Bell报道，苹果为加速首款折叠屏手机iPhone Fold量产备货，已向三星大量订购12GB LPDDR5X内存芯片，报道还称苹果同时向SK海力士和美光采购内存以分散供应风险，但三星仍占最大份额。The Bell称，由于近期记忆体行业产能紧缺，尽管苹果争取到了极具竞争力的底价，但受行业周期影响，该供应合同12GB LPDDR5X规格的内存成本相比去年依旧近乎翻倍，而苹果因Apple Intelligence端侧大模型对内存带宽的要求极高，因此仍坚持采用该规格。The Bell称iPhone Fold计划于2026年秋季发布，核心零部件预计在第二季度末开始爬坡生产，首年出货量约700万至900万台，上限约1200万台，不过苹果对销量预期较高，已提高量产准备。设计方面，苹果过去5年间修改了10多次iPhone Fold的设计方案，最终采用类似护照的宽屏形态，外屏约5.4英寸，内屏展开约7.7英寸，分辨率2713×1920，比例4:3，相关爆料还称其折痕深度可压缩至0.15毫米，使用UFG超薄柔性玻璃、液态金属铰链和钛金属机身，屏幕封装层可能引入COE封装彩膜技术以降低厚度，搭载A20 Pro芯片与C2 5G基带，配备4800万像素后置双摄，取消Face ID改用侧边Touch ID，并可能仅提供eSIM版本。","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,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}