隨著近期內存價格顯著上漲，消費電子領域多個品類面臨漲價壓力。據業內消息人士Jukan透露，由於蘋果與三星、SK海力士的供應協議即將到期，2026年蘋果全線產品價格可能迎來大幅上調。
消息指出，三星和SK海力士等主要供應商計劃自明年1月起上調對蘋果的內存報價，這將對蘋果成本結構形成顯著壓力，最終可能導致這部分漲幅轉嫁至消費者。
有相關人士表示，蘋果或許能在短期內維持產品當前售價，但隨著成本壓力的持續傳導，終端設備漲價將難以避免。Jukan在消息中提醒：「如果你有購買電子產品的計劃，建議儘快出手，當前或許是價格最低的時機。」
What I find hard to understand is that the sell-side and the market are significantly overestimating Apple's supply chain management capabilities. In my view, Apple is also likely to take a significant hit from this memory price surge. The LTAs (Long-Term Agreements) that Apple previously secured are already expiring. According to my supply chain channel checks, Samsung and SK Hynix are planning to raise memory prices for Apple starting next January. Folks, if you are planning to buy electronics, buy them right now. This is the cheapest they will be.
