内存芯片成本攀升，苹果库存激增154%
50字速览
苹果表示，受内存芯片成本攀升影响，其9月季度库存升至145.4亿美元，较上年同期增长154.3%。首席执行官约翰·特努斯（John Ternus）称内存价格前所未有。苹果预计12月季度毛利率为45%至46%，并未排除涨价的可能。
为何重要
Higher memory costs could lead to more price rises on Apple devices. Apple has already raised prices on some Mac, iPad and iPhone models this year, and its operations chief did not rule out further increases.
后续看点
Apple's annual filing, due on 3 Nov according to the report, will show its increased manufacturing purchase obligations.
关键日期
- End of June 2026Apple raised prices on some Mac and iPad models.
- September 2026Apple raised iPhone prices.
- 2 Nov 2026Apple reported fiscal fourth-quarter earnings and forecast a 45% to 46% gross margin for the December quarter.
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来源
- TechCrunch查看原文 →
