三星电子与苹果就2027年芯片采购价格达成新协议1。根据协议,苹果采购LPDDR5X内存的价格将从2026年的1.5美元/1Gb上涨至2美元/1Gb,涨幅达33%1;NAND闪存价格则从0.26美元/1Gb上涨至0.33美元/1Gb,涨幅为27%1。这一成本压力可能导致苹果产品在明年进一步提价。
受此影响,iPhone等苹果设备存在续涨可能性1。据报道,iPhone 18 Pro系列相比17 Pro系列涨价1000元人民币,iPhone 17涨价800元,iPhone Air涨价800元至2300元不等1。与此同时,OPPO、vivo等竞争对手已拒绝接受三星提出的涨价要求1。
Apple and Samsung Electronics have reached a new pricing agreement for memory components starting in 2027 1. Under the deal, the cost of LPDDR5X memory will increase to $2 per gigabit from $1.50 per gigabit in 2026, representing a 33 percent increase 1. Meanwhile, NAND flash memory prices will rise to $0.33 per gigabit from $0.26 per gigabit during the same period, a 27 percent jump 1.
The higher component costs are expected to trigger another round of price increases for Apple's product lineup. According to industry reports, iPhone 18 Pro models could see prices rise by 1,000 Chinese yuan compared to the iPhone 17 Pro generation, while standard iPhone 17 and iPhone Air models may experience increases ranging from 800 to 2,300 Chinese yuan 1. Not all manufacturers have accepted Samsung's terms; competing smartphone makers OPPO and vivo have reportedly rejected the supplier's price increase demands 1.
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