苹果首席执行官蒂姆·库克在2026财年第三季度财报电话会议中将近期内存价格的急剧上升比作"百年一遇的洪水",并表示这是公司被迫上调Mac、iPad等产品价格的主要原因[1]。库克指出内存价格呈现指数级增长,苹果遭受严重冲击,预计9月将承担更高的内存成本[1]。
根据库克的说法,苹果已经采取了多项应对措施来部分抵消这一影响[1]。具体而言,公司计划通过降低非内存组件成本和利用现有库存来缓解压力[1]。在价格调整方面,MacBook Neo起售价从4599元上调至5499元,涨幅900元;MacBook Pro起售价从13499元上调至15999元,涨幅2500元;iPad Pro起售价从8999元上调至10799元,涨幅1800元[1]。
Apple CEO Tim Cook cited an extraordinary spike in memory prices during the company's fiscal 2026 third-quarter earnings call, explaining the recent price increases across Mac and iPad product lines [1]. Cook characterized the memory market situation as akin to a "once-in-a-century flood," noting that prices have grown at an exponential rate [1]. The company has been forced to adjust its pricing strategy in response to these surging component costs [1].
The price adjustments were substantial across multiple products. The MacBook Neo's starting price rose by 900 yuan, moving from 4,599 yuan to 5,499 yuan [1]. The MacBook Pro experienced a more significant increase of 2,500 yuan, with its entry-level model climbing from 13,499 yuan to 15,999 yuan [1]. iPad Pro pricing also increased by 1,800 yuan, shifting from 8,999 yuan to 10,799 yuan [1]. Cook indicated that Apple expects to face even higher memory costs beginning in September [1].
To mitigate the impact of these increases, Apple plans to reduce costs on non-memory components and leverage existing inventory to partially offset the price hikes [1].