SemiAnalysis 报道称，苹果已对其 iPhone 系列产品实施了显著的价格上涨，特别是针对更高存储容量的版本。从 512GB 升级到 1TB 的成本翻倍至 400 美元，从 1TB 升级到 2TB 的价格也有大幅上涨。首席执行官 Tim Cook 表示不情愿的价格上涨，归因于不断上涨的内存成本，预计这种压力将持续到 2027 年。 AI
影响 可能影响消费者的购买决策和苹果的组件采购策略。
排序理由 一家顶级公司主要消费产品线的价格大幅上涨。[lever_c_demoted from significant: ic=8 ai=0.4]
AI 生成摘要 · Google Gemini · 来自 8 个来源。 我们如何撰写摘要 →
完整方法见我们的编辑标准。
Our model suggests iPhone demand is relatively insensitive to list prices, partly because carriers, promotions and trade-ins cushion the increase. These are modeled assumptions, not observed customer responses. Cook said it is too early to judge the earlier Mac and iPad price
The mainstream iPhone stayed at $649 from 2012 to 2016 and an advertised $799 from 2020 to 2025, or $829 without carrier activation. This excludes the 5c, SE and mini. Three of the six premium increases included more starting storage. In 2023, the Pro Max moved from 128GB to htt…
At roughly $113B of September revenue, the 2.8 percentage point decline from March implies about $3.2B less quarterly gross profit. This estimates the effect of the margin change, excluding tariff refunds. September is still guidance, not a reported result. For context, Apple ht…
Excluding tariff refunds, gross margin fell from 49.3% in March to 48.1% in June. September guidance points to 46.5% at the midpoint. Memory was the main driver, partly offset by existing inventory, cheaper other components and a more profitable sales mix. (5/8) https://t.co/y1lJ…
Higher storage tiers mainly add flash memory. Apple kept upgrade prices flat for years as flash costs fell. Now it is raising them as costs rise. But the price increases are not shielding Apple from all of the pressure. (4/8)
The 256GB-to-512GB upgrade remains $200, unchanged since 2018. But 512GB to 1TB doubled from $200 to $400, its first increase since 2021. The 1TB-to-2TB upgrade rose from $400 to $600. (3/8) https://t.co/XSdNSTwaTi
The iPhone 18 Pro rose $100 to $1,199. The Pro Max price rose by $100 at 256GB and 512GB, $300 at 1TB and $500 at 2TB. (2/8) https://t.co/h0d2A7I8xi
Apple raised prices by $100 on four iPhones already on sale. Same hardware. Same storage. Cook says Apple raised prices reluctantly amid a “100-year flood” in memory costs. Even Apple’s buying power has limits. The bigger increases are in storage. The 2TB iPhone 18 Pro Max costs…