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The Verge AI · 2026/7/30 20:49:32

Apple’s iPhone and Mac sales keep growing despite RAM shortages
AI 中文解读
核心亮点:苹果在内存短缺的困境中,iPhone和Mac销量依旧逆势增长,但警告未来成本将进一步上升。
通俗解读:最近全球闹内存短缺,像苹果这样的科技公司也难逃涨价压力。不过苹果最新财报显示,iPhone和Mac的销量反而大涨,iPhone销售额突破542亿美元,Mac也涨了29%。但苹果CFO放话,“缺货只会越来越严重”,CEO库克也承认接下来几个月要“支付更高的内存成本”。更关键的是,今年9月库克就要退休了,硬件工程副总裁John Ternus将接任CEO。为了应对内存危机,苹果已经在6月上调了Mac、iPad等产品价格,新款MacBook Neo起售价从599美元涨到699美元。iPhone暂时没涨,但分析师预测iPhone 18可能贵上200美元。
实际影响:如果你近期想买苹果设备,可能会发现价格变高了。尤其是计划入手MacBook Neo或等待新iPhone的人,要做好多掏钱的准备。内存短缺预计持续到2027年,短期内苹果产品的性价比会下降。但换个角度看,苹果正在测试更高内存的MacBook Neo,未来性能更强的机型也许能缓解涨价带来的抱怨。另外,库克退休后新CEO上任,苹果未来的产品策略和定价可能会发生变化,值得关注。
TechCloseTechPosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All TechNewsCloseNewsPosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All NewsAppleCloseApplePosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All AppleApple’s iPhone and Mac sales keep growing despite RAM shortagesTim Cook says the company expects to ‘pay even higher memory costs’ in the coming months.Tim Cook says the company expects to ‘pay even higher memory costs’ in the coming months.by Emma RothCloseEmma RothNews WriterPosts from this author will be added to your daily email digest and your homepage feed.FollowFollowSee All by Emma RothJul 30, 2026, 8:49 PM UTCLinkShareGiftPhotography by Allison Johnson / The VergeEmma RothCloseEmma RothPosts from this author will be added to your daily email digest and your homepage feed.FollowFollowSee All by Emma Roth is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO.Apple’s iPhone and Mac sales are on the rise even as a global memory shortage squeezes device makers. In its third-quarter earnings report released on Thursday, Apple revealed that iPhone sales jumped 22 percent to $54.25 billion and Mac sales increased 29 percent to $10.35 billion, driving the company’s overall revenue to $109.4 billion.The company expects supply chain constraints to worsen in the coming months. During an earnings call, Apple chief financial officer Kevan Parekh said Apple expects “supply constraints to increase significantly” in the next quarter, adding the shortage will impact the iPhone, Mac, and iPad. Meanwhile, Apple CEO Tim Cook warned that the company predicts it will “pay even higher memory costs” in the coming months.It’s the company’s last earnings report with Cook at the helm. Cook is set to step down on September 1st, with John Ternus, Apple’s vice president of hardware engineering, taking his place.Apple raised prices across its Macs, iPads, and other devices in June as it contends with a RAM shortage expected to last until 2027 and beyond. The move also included a price hike for the company’s new MacBook Neo, which now costs $699 instead of $599. Since its debut in March, the Neo disrupted the affordable laptop market with its lightweight form factor and speedy performance.RelatedRAMageddon just got extremely realApple is reportedly testing a MacBook Neo with more RAMApple wants permission to buy memory from a blacklisted Chinese supplierApple hasn’t raised the prices of its iPhones yet, but analysts predict that the iPhone 18 could cost up to $200 more when the lineup launches this fall. Apple is planning to widely release its more personalized Siri AI alongside the iPhone 18, allowing its assistant to answer questions about what’s on your screen, search across apps, and perform tasks, like adding events to your calendar.This week, Apple also announced a new Upgrade program that will let you lease an iPhone, iPad, Apple Watch, or Mac for a set monthly price.Additionally, Apple reported $30.74 billion in services revenue, which incorporates subscriptions like Apple One and Apple TV. Parekh added during the earnings call that the company now has more than 1.5 billion subscribers across its services. Apple also reported $7.88 billion in revenue for wearables and a lower-than-expected $6.2 billion in iPad revenue.Follow topics and authors from this story to see more like this in your personalized homepage feed and to receive email updates.Emma RothCloseEmma RothNews WriterPosts from this author will be added to your daily email digest and your homepage feed.FollowFollowSee All by Emma RothAppleCloseApplePosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All AppleNewsCloseNewsPosts from this topic will be added to your daily email
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