Apple Wants China’s RAM After a 98% Price Surge — MacBooks Already Cost More

内存价格暴涨98%，苹果将目光投向中国内存厂商——MacBook售价已应声上涨

Apple is facing fresh pressure as memory prices soar, with reports highlighting a dramatic increase in RAM costs and growing attention on China's role in the global supply chain. As MacBook prices continue to climb, consumers and industry watchers are asking what these changes could mean for future Apple devices.

we examine the factors behind the reported 98% surge in RAM pricing, why Apple may be looking toward Chinese suppliers, and how shifting manufacturing and component sourcing could affect product costs.

Could this mark the begng of another wave of higher-priced laptops, or is it simply a temporary response to changing market conditions?

内存价格飙升令苹果再度承压，多篇报道指出内存芯片成本大幅上涨，同时全球供应链里中国厂商的话语权愈发受关注。随着MacBook售价持续走高，消费者与行业观察人士都在探究，此番行情变动会对苹果后续新品带来哪些影响。

内存价格暴涨98%背后的多重诱因、苹果有意寻求中国供应商合作，以及生产制造、零部件采购渠道变动会如何推高产品成本。

此番涨价是否会掀起新一轮笔记本涨价潮，抑或只是市场行情波动带来的短期现象？

以下是印度网友的评论：

asternEngine
What do you think? If RAM prices keep rising, would you still buy a new MacBook, or would you wait for prices to come down?

大家怎么看？如果内存价格持续走高，你还会买全新MacBook吗，还是等价格回落再入手？

MichaelReese-c3o
No to Apple

坚决不买苹果产品

wsx999
No. Many alternatives

不买，市面上有很多别的选择

ezeprojects5425
Prices will never come down.

价格只会涨不会跌。

phil85813
Resurrect old machines and run Linux on them

翻出旧电脑重装Linux系统凑合用

thecsucihai
Apple will make record profit after the price increase.

这次涨价后苹果的利润会刷新历史纪录。

ohmoh3590
Apple share price dropped after price increase. Sales will decrease due to more expensive

苹果涨价之后股价反而下跌。产品售价变高，销量肯定会下滑。

mikebaker3712
It’s a joke that the most profitable company in the world raised any prices. If they had lowered prices, they would have sold out most of their products. So much for my intent to buy a MacBook laptop this year.

全球盈利最高的公司居然还要涨价，实在离谱。但凡选择降价，大部分产品早就卖脱销了。我今年本来打算入手一台MacBook，现在彻底不想买了。

torrhthc4103
Ya the trade rules hv unfairly help micron . Dram and nand are commodities, nothing special

没错，现行贸易规则偏袒美光，非常不公平。DRAM内存和NAND闪存都只是普通大宗商品，没有特殊之处。

unikmandakh
are you kidding me ? RAM prices on consumer market have quadrupled 400%, now 64GB RAM which use to a bit expensive now cost more than a GPU ... in last 6 years building powerful PC computer has become from Nerd hobby to hedge fund investor's investment vehicle, these days even nerds doubting powerful computers should exst or not ?

你没开玩笑吧？消费级内存价格直接暴涨四倍。以前64G内存只是略贵，现在价格都超过独立显卡了。过去六年，组装高性能电脑从数码爱好者的兴趣，变成对冲基金的投资标的。如今就连资深数码玩家都在琢磨，高性能电脑还有存在的必要吗？

pohmoh3590
Apple share price dropped due to price increase

涨价操作导致苹果股价下跌

LL-rm8xt
Boeing, Intel, Micron, Honeywell, CISCO, Nividia, Microsoft, AMD, google, Amazon, SpaceX, Tesla, Texas Instruments and Apple should all be considered to have links to the US military and therefore be scrutinized for any supply of Chinese products including Rare earths.

波音、英特尔、美光、霍尼韦尔、思科、英伟达、微软、超威、谷歌、亚马逊、太空探索技术公司、特斯拉、德州仪器以及苹果，全部都和美国军方存在业务关联。这些企业采购包括稀土在内的中国货品，都应当接受严格审查。

frankojudoka
They realize without China, everything suddenly becomes more expensive.

他们现在总算意识到，脱离中国供应链，所有商品成本都会大幅上涨。

ZyTeUx
If you apply the Pentagon’s criteria in reverse, the companies that you listed clearly fall into the “military‑linked” category and should be examined the same way.

如果反过来套用美国国防部的判定标准，你上面列举的这些企业明显都属于涉军企业，理应接受同等程度的审查。

davefroman4700
They all are.

它们全都符合这个标准。

donkeykong516
All US companies are either linked or can be immediately linked with US military. Just like any nation.

所有美国企业要么本身和军方挂钩，要么随时能扯上军方合作关系，各国企业基本都是这样。

nnnnnn3647
If Apple hadn't moved its factories to China, the Chinese would still be living in caves.

要是苹果当年没把工厂搬到中国，中国人现在还得住简陋窑洞。

donkeykong516
@nnnnnn3647 US didn’t go to China out of charity. Apple and many US technology and industry wouldn’t exst without China.

美国来中国建厂根本不是行善积德。如果没有中国市场和产业链，苹果以及大量美国科技产业根本发展不起来。

arleigh31burke-zc2om
even Lenovo bought IBM in 2005 you don't know what you're talking about

联想早在2005年就收购了IBM个人电脑业务，你根本不了解行业实情。

davefroman4700
If only it was 98%. Its more like 400%

哪止上涨98%，实际涨幅差不多四倍。

BrightCore777
MacBooks were already expensive... this doesn't sound encouraging.

MacBook原本定价就偏高，现在继续涨价，完全没有入手的想法。

EasternEngine
Fair concern — though if Apple qualifies CXMT as a supplier it's precisely to create pricing competition that pushes Samsung and SK Hynix to lower their prices. More suppliers should mean downward pressure, not upward. Whether Apple passes those savings to consumers is the separate and much more cynical question.

有这种顾虑很正常。但苹果要是把长鑫存储纳入合格供应商名单，核心目的就是引入价格竞争，倒逼三星、海力士降价。供应商变多本应压低内存成本，而非抬价。至于苹果会不会把省下的成本让利给消费者，就是另一回事，现实往往很残酷。

byssyba
Chinese company CXMT also manufacturing lpddr5 RAM domestically. But, i don't think they will sell it to Apple

中国企业长鑫存储已经实现国产LPDDR5内存量产。不过我认为他们不会供货给苹果。

tony001212
I doubt china sells it since they need it for themselves, and since ram is worth its weight in gold nowadays I doubt they are going to sell it to apple, it's better to keep it for themselves.

我觉得中国不会对外供货，国内自身内存需求就很大。现在内存堪比黄金，留给国内自用明显更划算，没必要卖给苹果。

EasternEngine
Domestic demand priority is real and CXMT's capacity is still ram. But turning down Apple — the world's most valuable company — as a customer would be passing up both revenue and the single most powerful quality validation signal in consumer electronics. The $4.3B IPO capacity expansion is partly aimed at having enough supply for both domestic needs and export customers.

国内需求优先确实是事实，而且长鑫存储产能还在持续爬坡。但拒绝苹果这家全球市值最高企业的订单，等于既丢掉大额营收，也错失消费电子领域最有分量的品质背书。长鑫43亿美元上市扩产计划，一部分目标就是兼顾国内需求与海外客户供货。

tony001212
@EasternEngine the problem you fail to see is the political situation, chinese gov knows the united states can prohibit apple from buying memories anytime citing national security, so even if they sell apple memories I doubt they want to take the risk of increasing their production just to give it up for cheap like before, since they already know anything related to the united states regarding business is not reliable because the US gov can cut you up at any time.

 你忽略了地缘政治这个关键问题。中国清楚，美国随时能以国家安全为由禁止苹果采购中国内存。就算愿意供货，国内也不会冒险大幅扩产，再像过去那样低价外销。大家都明白，和美国做生意没有保障，美方政府随时能出台限制政策切断合作。

pohmoh3590
@tony001212 China uses 50% world semiconductors. Hugh domestic market. CXMT only <5% world dram. Big room to grow. This year CXMT will increase capacity 5X Samsung growth

中国消耗全球一半半导体产品，本土市场体量巨大。目前长鑫存储全球DRAM市占率不足5%，提升空间十分可观。今年长鑫产能增幅会达到三星的五倍。

DouglasW-s1b
@EasternEngineThank you, you are welcome, open for business, close for politics

多谢。做生意大门敞开，遇上政治问题就另当别论。

Alphadec
Yes let the rest of us buy from them

说得对，我们其他客户可以向他们采购内存。

tringuyen7519
News flash: US gamers, Dell, HP, & Levono want cheaper Ram & SSD. Who in their right mind wants to pay more $ if they don’t have to? America 1st initiative goes out the window when it comes to personal finance.

说个现实情况：美国游戏玩家、戴尔、惠普、联想全都想要低价内存和固态硬盘。但凡有选择，没人愿意多花钱。一旦牵扯自身钱包，所谓美国优先政策就没人在乎了。

pohmoh3590
Apple has also qualified Nand from YMTC, but stop use due to US sanctions

苹果此前也把长江存储闪存列为合格供货源，后来因为美国制裁被迫停止采购。

MetteFrederiksen-x2i
China would be stupid to sell cheap rams to USA, they should sell 6th higher than market price or stop supporting US Tech Industry with cheap Chinese products to US and Europe

中国要是低价把内存卖给美国就太不明智了。要么售价高于市场价六分之一，要么停止向欧美输出廉价国产硬件，不再扶持美国科技行业。

renwei78
China will sell. This allows them to mass produce to replace Samsung and Micron

中国会对外供货，大规模量产能逐步取代三星和美光的市场份额。

KennyL1
What it tells me is that Chinese memory manufacturers will dominate the commodity memory market segment. It does not matter whether Apple will eventually buy Chinese memory chips. The fact that Apple is seeking to buy from CXMT is giving it validity.

这件事足以说明，国产内存厂商终将掌控通用内存市场。苹果最后会不会采购无关紧要，光是苹果主动寻求和长鑫合作这件事，就已经印证国产内存获得行业认可。

frankojudoka
STOP THE COLD WAR if you want to survive

想要良性发展，就停止冷战思维。

BrockMcLellan
Apple can do what it has to to survive. In 1986, we bought our first computer, an Amiga 2000. Since then we have owned numerous Apple, Microsoft and Linus Machines. Since we retired in 2016, we have used Linux based software running on Asus machines. The most recent were Zenbook laptops and PN desktop machines. We also use Zenfones running Android. When needed, I always upgrade RAM and SSDs with Kingston products. In recent months, my wife bought herself a MacBook Neo at the old price. I am inheriting a 2014 Mac Mini from my daughter. So it looks like we are becoming Apple users once again. It will be interesting to see what will happen when we have to renew our phones. They are from 2022, and won't be replaced until 2028, at the earliest, 2032 if it works out. I will be somewhere between 80 and 84 years old, so these may be our last phones. I may yet buy myself a MacBook Neo 2, when it emerges with 16 GB RAM.

苹果为了活下去会做出各种调整。1986年我家购入第一台电脑Amiga 2000。之后用过苹果、微软、Linux各类设备。2016年退休后，我们一直用华硕设备搭配Linux系统，最新入手灵耀笔记本和PN系列台式机，还有安卓华硕手机。硬件升级内存、固态，我一直选金士顿。前几个月我妻子趁着涨价前入手一台MacBook Neo，女儿把2014款Mac Mini转给我，我们又重新用上苹果设备。以后换手机的行情值得观望，我们现在的手机是2022年款，最早2028年更换，能用久点就等到2032年。到时候我都八十到八十四岁，这两台手机或许就是我们最后一批手机。等搭载16G内存的第二代MacBook Neo发布，我可能会入手一台。

gumonmyshu
If Apple is able to sale products after the price increase, why would it lower it even after they source cheaper RAMs? Loyal Apple customers will still buy it regardless.

涨价后产品照样卖得动，就算后续拿到低价内存货源，苹果也不会降价。忠实果粉无论多少钱都会买单。

harysastra
they cannot survive solely on loyal customers

只靠老客户撑不住长期发展。

ConByHWei
Not likely approved.

采购申请大概率不会获批。

davefroman4700
The US is 4% of the global population. The rest of the world will have no issue buying the chinese ram.

美国人口仅占全球4%，全球其他地区都会愿意采购中国内存。

SarahPunjabKhan
Why should good money buy overpriced rotten apples and kimchi

何必花高价买溢价严重的苹果产品和韩系存储芯片

rayrocher6887
inflation caused sometimes by socialism, everyone paid too much, pay rising too fast, cannot afford to pay more than earned, world owes you nothing, senator sanders.

通胀有时是体制问题导致，物价飞涨，人们收入跟不上开销，赚的钱不够日常支出。这个世界不会无条件迁就任何人，桑德斯议员也这么认为。

MichaelReese-c3o
China is cut off from American tech but Apple expects China to share their tech. Apple's high costs come from management costs which is obscene

美国封锁中国科技发展，却指望中国分享自研存储技术。苹果产品定价高，主要是管理层开销过于夸张。

XLR-k6c
China don't have any tech. They inveneted nothing. Everything they have are american tech taught to them or stolen by them. Apple pretty much taught the chinese everything. Buying chinese made rams that apple taught them how to make is just normal business. Once the chinese jack up the orices, apple will either invent new rams or go buy it from India or Vietnam who apple also taught cause India and vietnam dont invent anything.

中国没有自研技术，没创造任何新技术，现有技术全是美国传授或是窃取得来。苹果几乎把全套技术教给中方企业。采购苹果教会中国制造的内存，只是普通交易。一旦中方抬高售价，苹果要么自研新型内存，要么转去印度、越南采购，这两国技术也是苹果教的，他们本身没有研发能力。

TAL142
six months forward U.S. would claim it is overcapacity. If I were China, I would only give them 10% discount off market price since almost all US tech companies are directly or indirectly linked to US military and US esponage.

再过半年，美国又会宣称中国存储产能过剩。换作是中国，最多只给美国企业市场价九折优惠。几乎所有美国科技企业都直接或间接和美军、情报侦察业务挂钩。

penonton4260
The AMD 7000 series once used Chinese RAM chips and now Corsair openly admits to using Chinese RAM chips. In fact, consumers don't feel any difference in performance at all. Maybe Apple has seen the video of the Corsair Ram test carried out by GamerNexus . Timing and speed really have no difference with Korean RAM chips. (maybe apple just wants to be a ram chip scalper, like they did to micron)

AMD7000系列处理器曾搭载国产内存，美商海盗船如今也公开承认采用国产内存芯片。普通用户实际使用中完全感受不到性能差距。苹果或许看过数码媒体GamerNexus发布的海盗船内存实测视频，国产内存的时序、读写速度和韩系芯片没有区别。说不定苹果只是想囤货倒卖内存，之前对待美光就是这种操作。

继续阅读：内存   芯片

此文由 三泰虎 编辑，未经允许不得转载！：首页 > 资讯 » 内存芯片价格暴涨98%，苹果游说美国政府，寻求采购中国厂商的内存芯片