iPhone 18，因芯片被迫延期！

半导体芯链

02/07

点击“蓝字”关注我们，了解更多信息据日经亚洲报道，受营销策略调整及供应链紧张影响，苹果公司正优先保障 2026 年三款高端新 iPhone 机型的生产与出货，同时推迟标准版机型的上市时间。四位知情人士透露，这家美国科技巨头计划在今年下半年的旗舰产品发布活动中，重点推出旗下首款折叠屏 iPhone，以及两款配备更高端摄像头和更大尺寸显示屏的非折叠高端机型；而标准版的 iPhone 18 则预计推迟至...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020708060197a540ab&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2108987350.USD","symbol_name":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020708060197a540ab&s=b","article_id":"2609510396","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020708060197a540ab&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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chips!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPU":0.6,"AAPX":0.6,"AAPB":0.6,"MACW.SI":0.6,"AAPD":0.6,"AAPL":1.95,"APLY":0.6,"AAPW":0.6,"AAPY":0.6},"content_text":"点击“蓝字”关注我们，了解更多信息据日经亚洲报道，受营销策略调整及供应链紧张影响，苹果公司正优先保障 2026 年三款高端新 iPhone 机型的生产与出货，同时推迟标准版机型的上市时间。四位知情人士透露，这家美国科技巨头计划在今年下半年的旗舰产品发布活动中，重点推出旗下首款折叠屏 iPhone，以及两款配备更高端摄像头和更大尺寸显示屏的非折叠高端机型；而标准版的 iPhone 18 则预计推迟至 2027 年上半年出货。多位消息人士表示，当前存储芯片及其他原材料价格持续上涨，苹果此举旨在优化资源配置，最大限度地从高端机型中获取营收与利润。同时，首款折叠屏 iPhone 的量产涉及更复杂的工艺技术与新型材料，需要更多时间来达到合格的量产质量标准，优先保障高端机型生产，也能帮助苹果将潜在的生产风险降至最低。其中一位知情人士称，选择在今年下半年聚焦高端机型，同时将相对基础的标准版机型销售目标定在 2027 年上半年，有助于苹果更合理地调配供应链资源，并制定更完善清晰的营销策略。“供应链的顺畅运转是今年的核心挑战之一，而营销策略的调整，也是（苹果）决定优先发展高端机型的原因之一。” 一位了解该计划的 iPhone 供应商高管表示。苹果目前至少有五款新 iPhone 处于研发阶段，包括一款经过重新设计、厚度创下历史新低的 iPhone Air，一款标准版新机型，以及三款高端机型。目前尚不清楚 iPhone Air 的具体出货时间，但预计不会在今年上市。当前科技行业供应链，尤其是消费电子领域，正面临存储芯片及各类原材料供应短缺的压力。日经亚洲此前报道，小米、OPPO、vivo 和传音等多家中国智能手机厂商已下调了今年的出货预期。尽管苹果是全球最大的采购商之一，但也在应对潜在的供应限制问题。其部分现有供应商已将资源和重心转向服务英伟达、谷歌、亚马逊等快速扩张的人工智能领域头部企业。在本周四的财报电话会议上，苹果公司警告称，iPhone 正面临供应限制，这一问题已对今年 1 至 3 月的季度业绩造成影响。日经亚洲此前还报道，由于人工智能服务器系统消耗了全球大部分高端芯片基板用玻纤布，苹果也在为这类材料的供应问题担忧。这家 iPhone 制造商即将在其位于加州库比蒂诺的总部召开年度供应商大会。一位所在企业获邀参会的消息人士透露，本次大会规模有所扩大，纳入了更多零部件厂商和原材料供应商，目的是确保今年供应链的稳定性。并非只有智能手机厂商在调整 2026 年的生产计划。许多个人电脑厂商已迅速重新设计产品型号或调整产品线优先级，以更高效地利用有限的存储芯片资源、应对成本激增的压力；部分中国智能手机厂商则因成本上涨和供应瓶颈，取消了部分入门级机型的发布计划。针对此事，苹果公司未予置评。⭐中国半导体，未来可期⭐来源：半导体芯闻","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}