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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。",
"img": "https://cimg.cnyes.cool/prod/news/6571927/l/7ba8dc4fef4e7a1458ad9773ec810afe.jpg",
"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-6283.html\" title=\"资源排挤!美AI资料中心扩张狂潮侵蚀农地 农业界抗议催生多州立法限制\">资源排挤!美AI资料中心扩张狂潮侵蚀农地 农业界抗议催生多州立法限制</a></li>\n <li><a href=\"/new/mg/article-13666.html\" title=\"纽约时报广场随机砍人 美国银行32岁副总裁被刺身亡\">纽约时报广场随机砍人 美国银行32岁副总裁被刺身亡</a></li>\n <li><a href=\"/new/mg/article-10845.html\" title=\"Google史上成长最快产品诞生 Gemini月活跃用户破10亿大关\">Google史上成长最快产品诞生 Gemini月活跃用户破10亿大关</a></li>\n <li><a href=\"/new/mg/article-8461.html\" title=\"押宝OpenAI却暗挺自家Azure?纳德拉:过度依赖单一AI供应商 企业恐将失去竞争力\">押宝OpenAI却暗挺自家Azure?纳德拉:过度依赖单一AI供应商 企业恐将失去竞争力</a></li>\n <li><a href=\"/new/mg/article-13469.html\" title=\"特斯拉劲扬5%跻身标普涨幅第二 投资人迎接Cybercab上线\">特斯拉劲扬5%跻身标普涨幅第二 投资人迎接Cybercab上线</a></li>\n <li><a href=\"/new/mg/article-346.html\" title=\"SpaceX史诗级IPO来了 散户首日如何上车?\">SpaceX史诗级IPO来了 散户首日如何上车?</a></li>\n </ul>\n</div>",
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