苹果iPhone不受持续RAM供应与成本危机影响

Apple appears largely insulated from the global memory supply and pricing pressures that are beginning to affect much of the consumer electronics industry. Despite warnings from analysts and suppliers about tightening RAM availability and rising costs through 2026, Apple’s iPhone roadmap is not expected to see near-term disruption, nor meaningful price increases tied to memory constraints. According to multiple supply-chain assessments, including commentary from analyst Ming-Chi Kuo, Apple’s long-term procurement strategy and purchasing scale continue to shield the iPhone business from volatility affecting other smartphone makers. APPLE’S SUPPLY CHAIN POSITION REMAINS STRONG The current memory environment is shaped by a structural shift in demand. …