Apple e rera ho phahamisa iPhone 17 litheko ho pholletsa le libaka tsohle mafelong a Phato, ka keketseho ea ho fihlela ho 1,000 yuan (hoo e ka bang $140) ka yuniti, joalo ka ha khaello e tebileng ea memori-chip e khanna litšenyehelo tsa karolo ho maemo a neng a e-so ka a bonoa.
Ts'ebetso ena e latela Phupu 18 ho nyoloha ha theko Japane, moo phetoho ea pele ea theko e pharalletseng ea Apple ka lilemo e bone iPhone ea polokelo e holimo 17 Pro Max e nyoloha 25,000 yen ho 354,800 yen, le iPhone ea motheo 17 hloa 13,000 yen ho 142,800 yen. Litokiso tsa Japane li ne li fapana ho tloha ho 8 ho 11.3 peresente, ka iPhone Air ho bona keketseho e phahameng ka ho fetisisa ho 11.3 peresente.
Memory Now Accounts for 34% ea Litšenyehelo tsa Karolo ea iPhone
Mokhanni o batla a hopola ka ho feletseng. Selemong se fetileng, memori e entsoeng ka 10 liperesente tsa litšenyehelo tsa karolo ea iPhone; khakanyong ea kotara ea boraro ea TrendForce, e tsoileng ho pota-pota 34 peresente, le merero e tiileng e tla feta 40 liphesente halofong ea pele ea 2027. Litheko tsa memori li nyolohile ka bohlano- ho isa makhetlo a supileng ho tloha qalong ea 2025, joalo ka litšenyehelo tsa phanele le processor ea ts'ebeliso - nalaneng lintho tse peli tse kholo ka ho fetisisa - li fokotsehile.
Kaho ea litsi tsa data tsa AI e kometse tlhahiso e ngata ea memori ea lefats'e hoo li-hyperscalers li fetang moetsi e mong le e mong oa lisebelisoa tsa elektroniki bakeng sa li-wafers tse tšoanang.. Micron, Samsung, le SK Hynix - barekisi ba bararo ba ka sehloohong - ba fana ka tlhahiso ho litsi tsa data, moo likarolo li leng betere. Lintlha li bonts'a litheko tsa mobile tsa DRAM li eketsehile ho feta habeli ho tloha kotara ea bobeli ea 2025.
“Moroallo oa Hang-in-A-Century”
Mookameli oa Apple Tim Cook o hlalositse boemo bona e le “moroallo oa hang-hang-mong-kholong” nakong ea mohala oa moputso oa k'hamphani oa kotara ea boraro, ho hlokomela hore litheko li nyolohile ka mokhoa o pharalletseng. “Ka bomalimabe, ho nyoloha ha theko ho ke ke ha qojoa. Re entse sohle seo re ka se khonang ho amohela likhatello tsa litšenyehelo le ho qoba ho li fetisetsa ho bareki, empa sena ha se sa tsitsa,” Cook o boleletse The Wall Street Journal ka Phuptjane.
Cook o itse Apple e “ka lesisitheho” ho fetisa litšenyehelo, a eketsa ka hore phepelo ea DRAM e laoloa ke barekisi ba bararo feela le hore barekisi ba bangata ba tla thusa ho ntlafatsa litheko..
Washington e Hanyetsa Patlo ea Apple ea Memori e Theko e Theko
Patlo ea Apple bakeng sa memori e theko e tlaase le eona e ile ea kena leboteng la geopolitical. Khamphani e ne e ntse e leka mohopolo oa CXMT oa ho fihlella o sa sebetseng bakeng sa lisebelisoa tse rekisoang China, empa Mongoli oa Khoebo Howard Lutnick o bontšitse khanyetso ea tsamaiso ea Trump morerong ona.
“Tsamaiso ea Trump ha e lumellane le seo,” Lutnick o boletse joalo kamora ho etela setsi sa tlhahiso sa Apple se Houston. “Ho tlameha ho ba le litharollo tse ling tsa taba ea memori, empa ha se lik'hamphani tse kholo tsa Amerika tse sebelisang mohopolo oa China.” Ha a botsoa hore na o fetisitse sena ka kotloloho ho Apple, Lutnick o ile a araba hore o entse joalo “pepeneneng”.
CXMT le YMTC, baetsi ba memori ba Machaena ba babeli Apple e ne e ntse e etsa liteko, ka bobeli ba lethathamong la Pentagon la lik'hamphani tse amanang le sesole sa China. Apple COO Sabih Khan o hlokometse hore leha Apple e etsa likarolo tse ngata tsa iPhone, “ha ho na tlhophiso e ngata” ha ho tluoa mohopolong, e ka lumellang k'hamphani ho sebelisa li-chips tsa China tse kantle ho sethala.
Leha ho le joalo, tse supileng tsa U.S. maseneta, e etelletsoe pele ke Indiana Republican Jim Banks le Senate Democratic Moetapele Chuck Schumer, e file Apple ho fihlela Phato 21 ho etsa hore ha ho na memori ea CXMT kapa YMTC e kenang sehlahisoa sefe kapa sefe sa Apple.
Ke Eng e Latelang bakeng sa Theko ea iPhone
IPhone 17 phetoho ea theko e tla ha Apple e itokisetsa ho qala ka September ea iPhone 18 lenane. TrendForce e hakanya bili ea thepa bakeng sa 256GB iPhone 18 Pro e sebetsa hanyane 38 liperesente ho feta iPhone e lekanang 17 Pro, ho fana ka maikutlo a hore flagship e latelang e ka ba $100 ho $300 theko e phahameng ho feta $1,099 iPhone 17 Pro.
Mark Gurman oa Bloomberg o ngotse mathoasong a Phato hore keketseho ea theko ea iPhone e ne e tiile, ho qolla khaello ea memori, khaello ea processor, le litšenyehelo tsa iPhone 18 Sistimi e ncha ea khamera ea Pro. IPhone ea pele e phuthoang ea iPhone Ultra e lebelletsoe ho qala bonyane $2,000.
Bakeng sa bareki ba ntseng ba nahana ka iPhone 17 reka, fensetere e ka 'na ea koaloa kapele. Apple ha e e-so phatlalatse ka molao phetoho ea theko ea lefats'e, empa k'hamphani e se e phahamisitse litheko tsa Mac le iPad lefatšeng ka bophara ka Phuptjane, ka keketseho ea $100 ho $300 ka mose oane oa sehlahisoa.