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"title": "苹果Q2反常加码OLED面板 为记忆体涨价预作准备",
"shortTitle": "苹果Q2反常加码OLED面板 为记忆体涨价预作准备",
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"description": "苹果 (AAPL-US) 为降低零组件成本上涨对 iPhone 售价的冲击，正透过提前增加 OLED 面板采购量、延长库存周期，以大规模采购争取更有利的价格。",
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"content": "<p>记忆体价格持续攀升，苹果 (AAPL-US) 为降低零组件成本上涨对 iPhone 售价的冲击，正透过提前增加 OLED 面板采购量、延长库存周期，以大规模采购争取更有利的价格。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6571927/l/7ba8dc4fef4e7a1458ad9773ec810afe.jpg\" alt=\"苹果Q2反常加码OLED面板 为记忆体涨价预作准备\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>据韩媒《ETNews》引述供应链消息报导，苹果第二季已将 OLED 面板的平均库存周期，从原本约 4 周延长至 6 周。这代表面板从进入库存到投入生产的时间拉长，反映苹果正提前囤货，以降低未来价格波动带来的影响。</p>\n\n<p>延长库存时间虽然会增加仓储及资金成本，但也能让苹果一次下达更大规模的订单，借由规模经济压低单片面板的采购价格。</p>\n\n<p>供应链人士指出，零组件原料成本快速攀升，加上记忆体等关键零件涨价压力升高，促使苹果增加 OLED 面板库存，以稳定整体生产成本。</p>\n\n<p>苹果同时提高第二季 OLED 面板订单量。第二季通常是 iPhone 生产淡季，零组件库存水位相对偏低，直到 9 月新机发表前才会逐步增加，但今年采购情况明显不同。</p>\n\n<p>报导指出，苹果第二季面板订单高于往年同期，除了提前锁定成本，也与 iPhone 17 系列需求持续有关。苹果全球智慧手机出货量较去年同期成长 13%，进一步支撑面板采购需求。</p>\n\n<p>透过提高采购量及延长库存周期，苹果可望降低 OLED 面板的平均单位成本，部分抵销 RAM、储存晶片及其他零组件涨价带来的压力，减少成本全面转嫁给消费者的幅度。</p>\n\n<p>不过，增加 OLED 面板库存只能缓解部分成本压力，记忆体供应仍是苹果供应链面临的主要问题。市场消息显示，主要记忆体制造商 2027 年的大部分产能已提前分配，各大科技公司正积极争取供应，以确保产品生产不受影响。</p>\n\n<p>此前市场甚至传出，台积电 (2330-TW) (TSM-US) 手中囤积价值约 10 亿美元、尚未完成封装的苹果晶片，原因是记忆体供应不足。</p>\n\n<p>不过，分析师郭明𫓹已对这项消息提出质疑，认为可信度不高。</p>\n\n<p>尽管相关传闻可能并不属实，但也反映出这波记忆体供应危机的影响已不再局限于零件涨价，而是逐渐延伸至采购、库存管理、晶片封装及终端产品定价等整个供应链环节。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-10040.html\" title=\"AI科学梦撞上2050亿美元帐单！Google为何急着调整哈萨比斯职务\">AI科学梦撞上2050亿美元帐单！Google为何急着调整哈萨比斯职务</a></li>\n <li><a href=\"/new/mg/article-6077.html\" title=\"韩媒：三星跟进台积电 调涨4、5奈米晶圆代工价约15%\">韩媒：三星跟进台积电 调涨4、5奈米晶圆代工价约15%</a></li>\n <li><a href=\"/new/mg/article-3824.html\" title=\"苹果涨价凸显通膨难降 降息恐再等等\">苹果涨价凸显通膨难降 降息恐再等等</a></li>\n <li><a href=\"/new/mg/article-10471.html\" title=\"黄仁勋罕见开口挺AI开源！一封公开信炸出矽谷「开源vs闭源」两大阵营博弈\">黄仁勋罕见开口挺AI开源！一封公开信炸出矽谷「开源vs闭源」两大阵营博弈</a></li>\n <li><a href=\"/new/mg/article-6767.html\" title=\"铺路Siri升级？苹果传洽谈AI压缩技术 iPhone将直跑270亿参数大模型\">铺路Siri升级？苹果传洽谈AI压缩技术 iPhone将直跑270亿参数大模型</a></li>\n <li><a href=\"/new/mg/article-8786.html\" title=\"App Store抽成要被管了？苹果批英国新规形同价格管制\">App Store抽成要被管了？苹果批英国新规形同价格管制</a></li>\n </ul>\n</div>",
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