苹果MacBook Air因内存和芯片短缺陷入严重供货困境。苹果美国官网M5芯片版MacBook Air所有配置均显示预售状态,最晚要等到9月初才能发货[1]。在中国市场,13英寸MacBook Air(M5芯片)售价为9999元,15英寸版本为11999元[1]。苹果已在今年6月因供应链问题将MacBook Air售价上调了1500元[1]。
供应链压力并未限于MacBook Air。苹果CEO库克将当前内存价格环境形容为"百年一遇的洪水",指出价格出现了指数级上涨[1]。库克透露内存市场仅有三家核心供应商[1]。受此影响,iPhone产品线也面临涨价压力,预计涨幅为100美元至200美元(约合675元至1350元人民币),折叠屏iPhone起售价至少将达到2000美元(约合人民币13507元)[1]。
Apple is grappling with significant supply constraints for its MacBook Air lineup, with new orders unable to be fulfilled until September due to memory and chip shortages [1]. On Apple's U.S. website, all configurations of the M5 chip-equipped MacBook Air are listed as pre-order items, with delivery times extending to early September at the earliest [1].
The company has responded to these supply pressures by raising prices multiple times. In June of this year, Apple increased MacBook Air pricing by 1,500 yuan due to the same supply challenges [1]. Currently, the 13-inch MacBook Air with M5 chip is priced at 9,999 yuan, while the 15-inch model costs 11,999 yuan [1].
According to CEO Tim Cook, the current memory market environment represents a "once-in-a-century flood," with only three core suppliers controlling the industry and prices experiencing exponential growth [1]. The supply chain bottlenecks affecting MacBook Air are expected to extend to other products, with iPhones projected to see price increases of between 100 to 200 U.S. dollars, equivalent to approximately 675 to 1,350 yuan [1]. Additionally, foldable iPhones are anticipated to launch at a minimum price point of 2,000 U.S. dollars, or roughly 13,507 yuan [1].