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 $3001. 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 prices1. 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 technology1. This processor is designed to deliver a 15% speed improvement and 30% enhanced energy efficiency1. 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 nature1.
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