--- 格式版本: 2 标题: "苹果的买方霸权第一次在中国失效：想低价买内存 结果被拒 _ 东方财富网" 原文链接: "https://finance.eastmoney.com/a/202608123838280065.html" 发布日期: "2026-08-12" 发布时间校准状态: "found" 发布时间需复核: "否" 发布时间来源: "rule:shared:strict_url_url" 发布时间证据: "https://finance.eastmoney.com/a/202608123838280065.html" 发布时间校准原因: "规则确认唯一严格发布时间，来源 shared:strict_url_url" 发布时间校准置信度: "high" 发布时间候选数量: 35 发布时间严格候选数量: 10 发布时间原页读取状态: "source template page reused from URL open" 发布时间未找到原因: "" 发布时间校准时间: "2026-08-12T07:32:28+08:00" 发布时间仲裁状态: "skipped" 发布时间仲裁尝试次数: 0 发布时间仲裁耗时毫秒: 0 发现时间: "2026-08-12T07:31:52+08:00" 入库时间: "2026-08-11T23:32:28.404Z" 来源平台: "东方财富搜索" 搜索渠道: "source_template" 搜索词: "https://so.eastmoney.com/news/s?keyword=%E5%86%85%E5%AD%98" 匹配关键词: - "内存" - "AI服务器" - "量产" - "部署" - "AI" 相关厂家: [] 相关专家: [] 内容类型: "网页" 抓取工具: "CDP Render" 清洗工具: "CDP Text + Defuddle/Readability 正文提取" 原始附件: [] AI优质: "否" AI打分: 10 AI分档: "非优质" AI质检状态: "不通过" AI打分理由: "文章主要讲苹果内存采购谈判，与超节点/AI Rack/机柜级AI基础设施主题无关，仅提及AI需求导致内存涨价作为背景，无技术细节或商业部署信息。" AI质检模型: "tx-deepseek-v4-flash" AI质检时间: "2026-08-12T07:32:36+08:00" AI主题相关性: 2 AI来源权威性: 3 AI新颖性: 2 AI技术细节: 0 AI商业部署信号: 2 AI完整性: 1 AI摘要: "苹果为降低成本向长鑫存储压低LPDDR5X等移动DRAM采购价，遭对方拒绝，其以量压价的买方霸权首次在中国失效；因AI算力需求挤占产能，苹果转攻锁货而非压价。" AI摘要模型: "ali-deepseek-v4-flash" AI摘要时间: "2026-09-07T03:37:14.362Z" 采集批次: "2026年8月12日2点04分20秒" 采集批次ID: "20260812-020420-289" 去重键: "https://finance.eastmoney.com/a/202608123838280065.html" --- - [财经](http://finance.eastmoney.com/) - [焦点](http://finance.eastmoney.com/yaowen.html) - [股票](http://stock.eastmoney.com/) - [新股](http://stock.eastmoney.com/newstock.html) - [期指](http://stock.eastmoney.com/gzqh.html) - [期权](http://option.eastmoney.com/) - [行情](http://quote.eastmoney.com/flash/sz300059.html) - [数据](http://data.eastmoney.com/) - [全球](http://stock.eastmoney.com/global.html) - [美股](http://stock.eastmoney.com/america.html) - [港股](http://hk.eastmoney.com/) - [期货](http://futures.eastmoney.com/) - [外汇](http://forex.eastmoney.com/) - [银行](http://bank.eastmoney.com/) - [基金](http://www.1234567.com.cn/) - 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"https://wap.eastmoney.com/a/202608123838280065.html") 提示： 微信扫一扫 分享到您的 朋友圈 ![](https://g1.dfcfw.com/g4/202608/20260806130850.png) AI妙想为你解读全文 APP内免费阅读 ![](https://g1.dfcfw.com/g4/202608/20260806130911.png) [![K图 AAPL_0](https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AAPL&imageType=knews&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1)](http://quote.eastmoney.com/unify/r/105.AAPL) [![K图 688825_0](https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=1.688825&imageType=knews&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1)](http://quote.eastmoney.com/unify/r/1.688825) 　　 [炒股第一步，先开个股票账户](https://acttg.eastmoney.com/pub/webtg_hskh_act_zixun_01_01_01_0?infocode=202608123838280065) 　　快科技8月11日消息，据媒体报道， [苹果](http://quote.eastmoney.com/unify/r/105.AAPL) 日前为缓解下一代iPhone及其它智能设备的制造成本压力，与长鑫存储就LPDDR5X等移动DRAM的供货价格展开谈判，但其降价要求遭到对方拒绝。 　　众所周知， [苹果](http://quote.eastmoney.com/unify/r/105.AAPL) 在供应链中的强势地位早已不是秘密。凭借着每年数亿台的出货体量， [苹果](http://quote.eastmoney.com/unify/r/105.AAPL) 对供应商拥有绝对的议价主导权。 　　进入果链不仅意味着技术和品控方面得到了苹果的认可，更意味着一场严苛的成本博弈。苹果通常会要求供应商下调供货价格，同时引入多家竞争者相互制衡，以此持续压缩成本空间。 　　这种持续施压的方式，让不少供应商面临利润被极致挤压的窘境。从精密零部件到组装代工，越来越多的企业发现，苹果依赖症正成为一把双刃剑。虽然它能带来可观的订单规模，企业却很难守住稳定的利润空间，长期陷入增收不增利的困境。 　　但在内存大涨价的时代，苹果这套霸权模式彻底走不通了。根源在于AI算力需求的爆发，彻底改写了存储行业的供需逻辑。内存厂商将产能大规模转向利润更高的AI服务器芯片，消费级DRAM供给被严重挤压。 　　在AI驱动的卖方市场中，苹果以量压价的旧逻辑彻底失灵。如今苹果的采购战略已从拿到最低价格转向尽可能锁定稳定供货。曾经习惯压价的苹果，也不得不接受涨价这一现实。 　　受内存价格持续攀升影响，苹果即将发布的iPhone 18 Pro面临近年最大幅度的成本上涨。据TrendForce集邦咨询最 [新产业](http://quote.eastmoney.com/unify/r/0.300832) 研究，以256GB版本为测算样本，iPhone 18 Pro的BOM物料成本较去年同型号新机高出约38%。 　　这意味着iPhone 18 Pro涨价已势在必行，顶配版可能突破2万元大关，高端手机市场的价格天花板正被进一步抬高。 （文章来源：快科技） ![](https://g1.dfcfw.com/g4/202608/20260805130749.png) 暗盘资金榜已更新!这些个股/板块可以关注> 文章来源：快科技 责任编辑：73 原标题：苹果的买方霸权第一次在中国失效：想低价买内存 结果被拒 **郑重声明：** 东方财富发布此内容旨在传播更多信息，与本站立场无关，不构成投资建议。据此操作，风险自担。 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