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为因应日益上升的制造成本和全球供应链挑战,Apple 正准备对其产品实施无法避免的价格上涨,特别是影响到高阶的 Pro 机型。主要驱动力是由于人工智慧数据中心开发对储存元件的激烈竞争,所导致的全球性记忆体短缺。因此,维护较旧的硬体变得越来越具吸引力;例如,Apple 对更换全新 iPhone 17 电池收费 119 美元,这比 iPhone 13 的电池升级贵了 30 美元。

为了延长旧装置的寿命,Apple 的 iOS 27 引入了 CPU 调度器升级,旨在优化装置上的软体资源,甚至能让 iPhone 11 持续运作。iFixit 的执行长 Kyle Wiens 指出,过去几年的智慧型手机依然非常优秀,这使得购买使用一年的手机并定期更换新电池成为一种极具成本效益的策略。这种永续发展的趋势与消费者行为相契合,因为用户通常每 2.5 年更换一次手机。

对整新电子产品的市场需求已经加剧,Back Market 在关税宣告和 Tim Cook 的价格声明发表后销售额激增便证明了这一点。尽管根据 Counterpoint 的数据,整新智慧型手机的销售在 2025 年的增长慢于预期,但随著消费者试图避免为新机型支付高达 2,000 美元的费用,需求依然强劲。Back Market 的执行长 Thibaud Hug de Larauze 报告指出,价格上涨通常需要 3 到 6 个月才会波及二手市场,这意味著二手装置最终也将面临成本调整。

In response to rising manufacturing costs and global supply chain challenges, Apple is preparing to implement unavoidable price increases for its products, particularly affecting premium Pro models. The primary driver is a widespread memory shortage caused by intense competition for storage components from AI data center development. Consequently, maintaining older hardware has become increasingly attractive; for instance, Apple charges $119 to replace an iPhone 17 battery, which is $30 more expensive than an iPhone 13 battery replacement.

To extend the lifespan of older devices, Apple's iOS 27 introduces CPU scheduler upgrades designed to optimize software resources even on the iPhone 11. Kyle Wiens, CEO of iFixit, notes that recent smartphone models remain highly capable, making the acquisition of a year-old phone combined with regular battery upgrades a highly cost-effective strategy. This sustainability trend aligns with consumer behaviors, as users typically replace their mobile devices every 2.5 years.

Market demands for refurbished electronics have intensified, evidenced by sales surges at Back Market following tariff announcements and Tim Cook's price statements. Although refurbished smartphone sales grew more slowly than projected in 2025 according to Counterpoint, demand remains robust as consumers seek to avoid paying up to $2,000 for new models. Thibaud Hug de Larauze, CEO of Back Market, reports that price increases take about 3 to 6 months to impact the used market, meaning pre-owned devices will eventually see cost adjustments.

2026-06-21 (Sunday) · c45e62ae2abfd4b915b890578b279fb7d02e4da6