AI技术爆发推高供应链成本，苹果近期调价实为转嫁压力，消费者恐成最终承担者。尽管过去两年曾推出Mac mini等低价产品，但面对华尔街对利润率的严苛要求与运营成本飙升，苹果的价格策略正从“普惠”转向“求利”，高性价比时代或将终结。
戴尔CEO警告，全球AI加速器内存需求正爆发式增长，预计2028年将比2023年激增625倍。这一“跃迁式”增长主要由单机容量和部署规模共同推动，给半导体供应链带来巨大压力，供需失衡短期内难以缓解。
人工智能产业爆发式增长冲击消费电子供应链，苹果公司受影响显著。内存芯片价格飙升，DRAM年底或较去年翻两番，NAND闪存价格激增三倍以上，成本压力将体现在秋季发布的入门级iPhone18上。
三星电子大幅上调NAND闪存价格，涨幅超100%，自1月起执行新合同价。人工智能应用爆发导致存储需求激增，而产能有限引发全球供应短缺。
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