iPhone 18将大幅调价？台积电据称将对苹果多款芯片全面涨价

\u003cdiv class=\"rich_media_content\"\u003e\u003c!--NO_AD_ERROR_2--\u003e\u003cp\u003e\u003cstrong\u003e财联�񀙗日讯（编辑马兰）\u003c/strong\u003e台积电𶞒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𹞿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񊄭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񊄪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񉐔纳米工艺的芯片平均单价将达�美元，而去𻂋纳米制程的A18芯片单价据称仅�美元。作为参考，苹果应用了A18芯片的iPhone售价�美元，其硬件总成本约�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𶞙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。𰲏纳米制程相比，2纳米价格至少上�%。\u003c/p\u003e\n\u003cp\u003e目前尚不清楚具体的报价情况，但无论�%的涨幅还�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�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�.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�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�美元，约占手机零售价�%，而去年该配置的价格仅占零售价�%。\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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