广发证券分析师蒲得宇预估苹果 iPhone 18 Pro 和 iPhone 18 Pro Max 的价格涨幅最高可能达到 250~300 美元[1]。这一涨价压力主要来自两方面：一是苹果即将首次搭载的 2nm 芯片 A20 Pro 产能紧张，二是 DRAM 内存和 NAND 闪存价格持续攀升[1]。
新款 A20 Pro 处理器采用全新 WMCM 封装技术，相比前代产品速度提升 15%，能效提升 30%[1]。在内存价格方面，苹果 CEO 库克将当前的市场状况形容为"百年一遇的洪水"，强调内存价格呈现指数级增长[1]。
Analyst Jeff Pu from Guosen Securities has projected that Apple's iPhone 18 Pro and iPhone 18 Pro Max could see price increases ranging from $250 to $300[1]. The anticipated price surge stems from mounting production constraints and material cost pressures, particularly surrounding the new-generation chips and memory components set to power these devices.
The primary cost drivers behind the potential price increase are the supply tightness of 2-nanometer A20 Pro chips and sustained increases in DRAM memory and NAND flash storage prices[1]. The iPhone 18 Pro and Pro Max models are slated to be the first to feature the A20 Pro chip, which incorporates a new WMCM packaging technology[1]. This processor is designed to deliver a 15% speed improvement and 30% enhanced energy efficiency[1]. Apple CEO Tim Cook has characterized the escalating memory price environment as resembling "a once-in-a-century flood," describing the increases as exponential in nature[1].
