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According to the latest data released by TrendForce, the memory cost of the 256GB version of the iPhone in the third quarter of 2026 increased by nearly 400% compared to the same period last year. This significant rise is mainly due to factors such as tight supply of memory chips and fluctuations in raw material prices. The market is currently closely monitoring the potential impact of this cost change on the pricing strategies of subsequent models and consumers’ purchasing intentions.
苹果凭借供应链强势地位要求供应商压价，但在 AI 算力需求爆发导致消费级 DRAM 供给被挤压的背景下，这一模式失效。调研机构 TrendForce 预测，2026 年 Q3 256GB iPhone 内存成本将同比增长近 400%。折叠屏 iPhone Ultra 引入三星电子、SK 海力士及美光三家供应商，其中三星与 SK 海力士合计供应 70% 的 LPDDR5 系列内存份额，并同时将供应约 45% 的闪存芯片。尽管苹果将自行消化部分成本以控制最终产品涨价幅度，但 TrendForce 预计该机型起售价将在 2099 美元至 2299 美元之间，顶配机售价可能超过 3000 美元。