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.
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