• 长沙

    iPhone 18将大幅调价?台积电据称将对苹果多款芯片全面涨价

    时间:2026-04-19 09:01:27  作者:bryannnnn   来源:长沙  查看:  评论:0
    内容摘要:12月3日讯 自从今年9月与意甲球队科莫解约以来,前热刺球星

    \u003cdiv class=\"rich_media_content\"\u003e\u003c!--NO_AD_ERROR_2--\u003e\u003cp\u003e\u003cstrong\u003e财联社11月7日讯(编辑 马兰)\u003c/strong\u003e台积电在2纳米制程上的资本支出飙升,迫切需要拓展收入。近日有消息称,该公司计划对5纳米以下的先进芯片制造工艺进行普遍涨价,台积电已经将此决定通知给包括苹果在内的主要客户。\u003c!--NO_AD_0--\u003e\u003c!--EOP_0--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_0--\u003e\n\u003cp\u003e作为台积电的最大客户,苹果很可能因为芯片价格的上涨,不得不大幅调整明年发布的iPhone 18系列智能手机价格。\u003c/p\u003e\n\u003cp\u003e苹果的A16、A17、A18、A19、M3、M4和M5芯片均采用了台积电的5纳米以下制程工艺。此外,苹果即将推出的A20芯片将采用台积电的2纳米工艺,并与iPhone 18系列一同发布。\u003c/p\u003e\n\u003cp\u003e有报告指出,所有采用台积电2纳米工艺的芯片平均单价将达到280美元,而去年3纳米制程的A18芯片单价据称仅为45美元。作为参考,苹果应用了A18芯片的iPhone售价为799美元,其硬件总成本约为416美元。\u003c!--NO_AD_1--\u003e\u003c!--EOP_1--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_1--\u003e\n\u003ch4\u003e祸不单行\u003c/h4\u003e\n\u003cp\u003e业内人士在9月透露,台积电在先进工艺上的投资非常巨大,但良率已经完成目标,因此目前台积电不开放任何折扣或谈判。与3纳米制程相比,2纳米价格至少上涨50%。\u003c/p\u003e\n\u003cp\u003e目前尚不清楚具体的报价情况,但无论是50%的涨幅还是280美元的单价都将大幅压缩苹果的利润率,这也迫使苹果将成本转嫁给消费者。还有消息称,苹果明年将不会同时发布三款新机型,入门级iPhone 18可能将在2027年再行发布。\u003c!--NO_AD_2--\u003e\u003c!--EOP_2--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_2--\u003e\n\u003cp\u003e与此同时,苹果还可能遭遇来自存储芯片涨价引发的另一风险。目前,主要供应给电子设备的普通存储芯片(DRAM)受到全球产能转向HBM的影响,产能正处于历史性的紧张状态。HBM是针对人工智能的先进内存产品。\u003c!--NO_AD_3--\u003e\u003c!--EOP_3--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_3--\u003e\n\u003cp\u003e数据显示,今年第三季度,DRAM价格较去年同期上涨了171.8%,比黄金的涨幅还大。\u003c/p\u003e\n\u003cp\u003e高盛还在一份报告中指出,以售价299美元的红米Note 14为例,CMF数据显示,8GB+256GB uMCP配置的内存模块价格已上涨至49美元,约占手机零售价的16%,而去年该配置的价格仅占零售价的10%。\u003c!--NO_AD_4--\u003e\u003c!--EOP_4--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_4--\u003e\u003csection\u003e(财联社 马兰)\u003c/section\u003e\u003cstyle\u003e.rich_media_content{--news-tabel-th-night-color: #444444;--news-font-day-color: #333;--news-font-night-color: #d9d9d9;--news-bottom-distance: 22px}.rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}.rich_media_content{color:var(--news-font-day-color);font-size:18px}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content{color:var(--news-font-night-color)}}.data_color_scheme_dark .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}.data_color_scheme_dark .rich_media_content{color:var(--news-font-night-color)}.data_color_scheme_dark .rich_media_content{font-size:18px}.rich_media_content p[data-exeditor-arbitrary-box=image-box]{margin-bottom:11px}.rich_media_content\u003ediv:not(.qnt-video),.rich_media_content\u003esection{margin-bottom:var(--news-bottom-distance)}.rich_media_content hr{margin-bottom:var(--news-bottom-distance)}.rich_media_content .link_list{margin:0;margin-top:20px;min-height:0!important}.rich_media_content blockquote{background:#f9f9f9;border-left:6px solid #ccc;margin:1.5em 10px;padding:.5em 10px}.rich_media_content blockquote p{margin-bottom:0!important}.data_color_scheme_dark .rich_media_content blockquote{background:#323232}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content blockquote{background:#323232}}.rich_media_content ol[data-ex-list]{--ol-start: 1;--ol-list-style-type: decimal;list-style-type:none;counter-reset:olCounter calc(var(--ol-start,1) - 1);position:relative}.rich_media_content ol[data-ex-list]\u003eli\u003e:first-child::before{content:counter(olCounter,var(--ol-list-style-type)) '. 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