{"id":3785,"date":"2026-08-11T01:00:19","date_gmt":"2026-08-10T17:00:19","guid":{"rendered":"https:\/\/www.taichungbro.com\/2026\/08\/11\/apple-cxmt-dram-supplier-qualification\/"},"modified":"2026-08-11T01:00:19","modified_gmt":"2026-08-10T17:00:19","slug":"apple-cxmt-dram-supplier-qualification","status":"publish","type":"post","link":"https:\/\/www.taichungbro.com\/en\/2026\/08\/11\/apple-cxmt-dram-supplier-qualification\/","title":{"rendered":"Apple \u6e2c\u8a66 CXMT \u4e0d\u7b49\u65bc\u91cf\u7522\uff1aDRAM \u4f9b\u61c9\u93c8\u5982\u4f55\u5f71\u97ff\u624b\u6a5f\u898f\u683c\u8207\u50f9\u683c"},"content":{"rendered":"<p>\u770b\u5230\u300cApple \u6e2c\u8a66\u4e2d\u570b\u8a18\u61b6\u9ad4\u5ee0 CXMT\uff08\u9577\u946b\u5b58\u5132\uff09\u300d\u7684\u6d88\u606f\uff0c\u6700\u5bb9\u6613\u51fa\u73fe\u5169\u500b\u904e\u5ea6\u63a8\u8ad6\uff1a\u4e00\u662f CXMT \u5df2\u7d93\u62ff\u5230 iPhone \u8a02\u55ae\uff0c\u4e8c\u662f\u591a\u4e00\u5bb6\u4fbf\u5b9c\u4f9b\u61c9\u5546\uff0c\u624b\u6a5f\u552e\u50f9\u5c31\u6703\u4e0b\u964d\u3002\u9019\u5169\u500b\u7d50\u8ad6\u76ee\u524d\u90fd\u6c92\u6709\u8db3\u5920\u516c\u958b\u8b49\u64da\u652f\u6301\u3002<\/p>\n<p>\u622a\u81f3 2026 \u5e74 8 \u6708 11 \u65e5\uff0c\u53ef\u67e5\u5230\u7684\u662f<a href=\"https:\/\/www.ft.com\/content\/f4ac5c92-03be-4499-b16a-017a7e9ee228\" style=\"color: #00c8d7; text-decoration: underline;\" target=\"_blank\" rel=\"noopener\">\u300a\u91d1\u878d\u6642\u5831\u300b\u5f15\u8ff0\u6d88\u606f\u4eba\u58eb\u6240\u7a31\u7684\u6e2c\u8a66<\/a>\uff1bApple \u8207 CXMT \u4e26\u672a\u516c\u958b\u5ba3\u5e03\u91cf\u7522\u4f9b\u61c9\u5354\u8b70\u3001\u63a1\u8cfc\u6578\u91cf\u6216\u6307\u5b9a\u6a5f\u578b\u3002\u6e2c\u8a66\u4ee3\u8868\u300c\u6709\u88ab\u8a55\u4f30\u7684\u53ef\u80fd\u300d\uff0c\u4e0d\u7b49\u65bc\u300c\u5df2\u88ab\u63a1\u7528\u300d\u3002\u672c\u6587\u7528\u4f9b\u61c9\u5546\u8a8d\u8b49\u6d41\u7a0b\u62c6\u958b\u9019\u6bb5\u8ddd\u96e2\uff0c\u518d\u8aaa\u660e DRAM \u4f9b\u61c9\u5982\u4f55\u5f71\u97ff\u624b\u6a5f\u898f\u683c\u3001\u6210\u672c\u8207\u5b9a\u50f9\u3002<\/p>\n<nav class=\"article-toc\" aria-labelledby=\"article-toc-heading\" style=\"margin-block: 1.5em;\">\n<h2 id=\"article-toc-heading\">\u6587\u7ae0\u76ee\u9304<\/h2>\n<ol>\n<li><a href=\"#what-testing-proves\" style=\"color: #00c8d7; text-decoration: underline;\">\u65b0\u805e\u88e1\u7684\u300c\u6e2c\u8a66\u300d\u5230\u5e95\u8b49\u660e\u4e86\u4ec0\u9ebc\uff1f<\/a><\/li>\n<li><a href=\"#qualification-to-production\" style=\"color: #00c8d7; text-decoration: underline;\">\u5f9e\u9001\u6a23\u5230\u91cf\u7522\uff0c\u4e2d\u9593\u9084\u6709\u54ea\u5e7e\u95dc\uff1f<\/a><\/li>\n<li><a href=\"#dram-not-only-speed-capacity\" style=\"color: #00c8d7; text-decoration: underline;\">DRAM \u70ba\u4ec0\u9ebc\u4e0d\u80fd\u53ea\u770b\u5bb9\u91cf\u8207\u901f\u5ea6\uff1f<\/a><\/li>\n<li><a href=\"#second-source-value\" style=\"color: #00c8d7; text-decoration: underline;\">\u591a\u4e00\u5bb6\u5408\u683c\u4f9b\u61c9\u5546\u6709\u4ec0\u9ebc\u50f9\u503c\uff1f<\/a><\/li>\n<li><a href=\"#supply-changes-phone-specs\" style=\"color: #00c8d7; text-decoration: underline;\">DRAM \u4f9b\u61c9\u600e\u9ebc\u6539\u8b8a\u624b\u6a5f\u898f\u683c\uff1f<\/a><\/li>\n<li><a href=\"#memory-cost-and-phone-price\" style=\"color: #00c8d7; text-decoration: underline;\">\u8a18\u61b6\u9ad4\u6f32\u50f9\uff0c\u624b\u6a5f\u70ba\u4ec0\u9ebc\u4e0d\u4e00\u5b9a\u7b49\u6bd4\u4f8b\u6f32\uff1f<\/a><\/li>\n<li><a href=\"#how-to-read-supplier-news\" style=\"color: #00c8d7; text-decoration: underline;\">\u6d88\u8cbb\u8005\u8a72\u5982\u4f55\u95b1\u8b80\u4f9b\u61c9\u5546\u65b0\u805e\uff1f<\/a><\/li>\n<li><a href=\"#separate-option-from-adoption\" style=\"color: #00c8d7; text-decoration: underline;\">\u628a\u300c\u53ef\u9078\u300d\u548c\u300c\u5df2\u63a1\u7528\u300d\u5206\u958b\uff0c\u624d\u4e0d\u6703\u8aa4\u5224<\/a><\/li>\n<\/ol>\n<\/nav>\n<h2 id=\"what-testing-proves\">\u65b0\u805e\u88e1\u7684\u300c\u6e2c\u8a66\u300d\u5230\u5e95\u8b49\u660e\u4e86\u4ec0\u9ebc\uff1f<\/h2>\n<p>\u5728\u96fb\u5b50\u7522\u54c1\u4f9b\u61c9\u93c8\u4e2d\uff0c\u300c\u6e2c\u8a66\u300d\u53ef\u80fd\u53ea\u4ee3\u8868\u53d6\u5f97\u5de5\u7a0b\u6a23\u54c1\u3001\u6bd4\u5c0d\u898f\u683c\uff0c\u6216\u628a\u5143\u4ef6\u653e\u9032\u539f\u578b\u6a5f\u505a\u76f8\u5bb9\u6027\u9a57\u8b49\u3002\u5b83\u80fd\u8b49\u660e\u8cb7\u65b9\u9858\u610f\u82b1\u8cc7\u6e90\u8a55\u4f30\uff0c\u537b\u4e0d\u80fd\u8b49\u660e\u96d9\u65b9\u5df2\u8ac7\u59a5\u50f9\u683c\u3001\u7522\u80fd\u3001\u8cac\u4efb\u689d\u6b3e\u8207\u91cf\u7522\u6642\u7a0b\u3002<\/p>\n<p>CXMT \u516c\u958b\u8cc7\u6599\u986f\u793a\uff0c\u5176 8,533 Mbps \u8207 9,600 Mbps \u7684 LPDDR5X \u5df2\u65bc 2025 \u5e74 5 \u6708\u91cf\u7522\uff0c10,667 Mbps \u7522\u54c1\u5247\u9032\u5165\u5ba2\u6236\u9001\u6a23\u3002\u9019\u80fd\u8b49\u660e\u7522\u54c1\u7dda\u8207\u4f9b\u8ca8\u968e\u6bb5\uff0c\u4f46<a href=\"https:\/\/www.cxmt.com\/en\/news\/info_19.html\" style=\"color: #00c8d7; text-decoration: underline;\" target=\"_blank\" rel=\"noopener\">CXMT \u7684\u5b98\u65b9\u516c\u544a<\/a>\u6c92\u6709\u628a Apple \u5217\u70ba\u5ba2\u6236\u3002\u63db\u53e5\u8a71\u8aaa\uff0c\u300c\u4f9b\u61c9\u5546\u6709\u7522\u54c1\u91cf\u7522\u300d\u548c\u300c\u67d0\u54c1\u724c\u63a1\u7528\u8a72\u7522\u54c1\u300d\u4ecd\u662f\u5169\u4ef6\u4e8b\u3002<\/p>\n<h2 id=\"qualification-to-production\">\u5f9e\u9001\u6a23\u5230\u91cf\u7522\uff0c\u4e2d\u9593\u9084\u6709\u54ea\u5e7e\u95dc\uff1f<\/h2>\n<p>\u4f9b\u61c9\u5546\u5c0e\u5165\u901a\u5e38\u4e0d\u662f\u4e00\u5f35\u53ca\u683c\u8b49\u66f8\uff0c\u800c\u662f\u4e00\u9023\u4e32\u9598\u9580\u3002\u4e0d\u540c\u54c1\u724c\u7684\u540d\u7a31\u8207\u9806\u5e8f\u6703\u4e0d\u540c\uff0c\u4f46\u53ef\u4ee5\u7528\u4e0b\u8868\u7406\u89e3\u516c\u958b\u6d88\u606f\u6240\u8655\u7684\u4f4d\u7f6e\u3002<\/p>\n<figure class=\"wp-block-table\">\n<table>\n<thead>\n<tr>\n<th>\u968e\u6bb5<\/th>\n<th>\u80fd\u8b49\u660e\u4ec0\u9ebc<\/th>\n<th>\u9084\u4e0d\u80fd\u8b49\u660e\u4ec0\u9ebc<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\u63a5\u89f8\uff0f\u8a62\u50f9<\/td>\n<td>\u54c1\u724c\u6b63\u5728\u627e\u66ff\u4ee3\u4f86\u6e90<\/td>\n<td>\u5df2\u9001\u6a23\u3001\u5df2\u901a\u904e\u6e2c\u8a66<\/td>\n<\/tr>\n<tr>\n<td>\u5de5\u7a0b\u9001\u6a23\uff0f\u6e2c\u8a66<\/td>\n<td>\u898f\u683c\u8207\u521d\u6b65\u529f\u80fd\u503c\u5f97\u8a55\u4f30<\/td>\n<td>\u5df2\u5217\u5165\u5408\u683c\u4f9b\u61c9\u5546\u3001\u5df2\u7c3d\u7d04<\/td>\n<\/tr>\n<tr>\n<td>\u8cc7\u683c\u9a57\u8b49<\/td>\n<td>\u53ef\u9760\u5ea6\u3001\u76f8\u5bb9\u6027\u8207\u54c1\u8cea\u7cfb\u7d71\u9054\u5230\u8981\u6c42<\/td>\n<td>\u5df2\u7372\u5f97\u7279\u5b9a\u6a5f\u578b\u8207\u6578\u91cf<\/td>\n<\/tr>\n<tr>\n<td>\u8a66\u91cf\u7522<\/td>\n<td>\u7522\u7dda\u826f\u7387\u3001\u8ffd\u6eaf\u8207\u7bc0\u62cd\u53ef\u88ab\u9a57\u8b49<\/td>\n<td>\u5df2\u7a69\u5b9a\u5927\u91cf\u51fa\u8ca8<\/td>\n<\/tr>\n<tr>\n<td>\u91cf\u7522\u914d\u7f6e<\/td>\n<td>\u5df2\u9032\u5165\u5be6\u969b\u7522\u54c1\u8207\u63a1\u8cfc\u5206\u914d<\/td>\n<td>\u672a\u4f86\u6bcf\u4e00\u4ee3\u90fd\u6301\u7e8c\u63a1\u7528<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>\u624b\u6a5f DRAM \u9084\u8981\u7d93\u904e\u6eab\u5ea6\u3001\u96fb\u58d3\u3001\u8a0a\u865f\u5b8c\u6574\u6027\u3001\u529f\u8017\u3001\u7761\u7720\u559a\u9192\u3001\u9577\u6642\u9593\u8ca0\u8f09\u3001\u97cc\u9ad4\u8207\u7cfb\u7d71\u58d3\u529b\u6e2c\u8a66\uff1b\u91cf\u7522\u7aef\u5247\u8981\u770b\u6279\u6b21\u4e00\u81f4\u6027\u3001\u826f\u7387\u3001\u5931\u6548\u5206\u6790\u901f\u5ea6\u8207\u4ea4\u8ca8\u7a69\u5b9a\u5ea6\u3002\u5373\u4f7f\u6280\u8853\u6e2c\u8a66\u5408\u683c\uff0c\u5546\u52d9\u689d\u4ef6\u3001\u5340\u57df\u6cd5\u898f\u6216\u4f9b\u8ca8\u98a8\u96aa\u4ecd\u53ef\u80fd\u8b93\u8a08\u756b\u505c\u5728\u300c\u5408\u683c\u4f46\u672a\u63a1\u8cfc\u300d\u3002\u66f4\u5b8c\u6574\u7684\u6d41\u7a0b\u53ef\u5c0d\u7167<a href=\"https:\/\/www.taichungbro.com\/en\/2026\/08\/09\/alternate-component-qualification\/\" style=\"color: #00c8d7; text-decoration: underline;\">\u66ff\u4ee3\u6599\u8a8d\u8b49\u8207\u91cf\u7522\u5c0e\u5165\u7684\u5dee\u7570<\/a>.<\/p>\n<h2 id=\"dram-not-only-speed-capacity\">DRAM \u70ba\u4ec0\u9ebc\u4e0d\u80fd\u53ea\u770b\u5bb9\u91cf\u8207\u901f\u5ea6\uff1f<\/h2>\n<p>\u624b\u6a5f\u4f7f\u7528\u7684\u662f\u4f4e\u529f\u8017 DRAM\uff08Low-Power DRAM\uff0cLPDRAM\uff09\uff0c\u8ca0\u8cac\u66ab\u5b58\u8655\u7406\u5668\u6b63\u5728\u904b\u7b97\u7684\u8cc7\u6599\uff1b\u5b83\u548c\u4fdd\u5b58\u7167\u7247\u3001\u5f71\u7247\u8207 App \u7684 NAND \u5feb\u9583\u8a18\u61b6\u9ad4\u4e0d\u540c\u3002\u5bb9\u91cf\u8d8a\u5927\u901a\u5e38\u8d8a\u6709\u5229\u65bc\u591a\u5de5\u8207\u88dd\u7f6e\u7aef AI\uff0c\u4f46\u80fd\u4e0d\u80fd\u66ff\u63db\uff0c\u9084\u8981\u540c\u6642\u7b26\u5408\u8655\u7406\u5668\u8a18\u61b6\u9ad4\u63a7\u5236\u5668\u3001\u5c01\u88dd\u5c3a\u5bf8\u3001\u8173\u4f4d\u3001\u8cc7\u6599\u901f\u7387\u3001\u6642\u5e8f\u3001\u529f\u8017\u8207\u71b1\u8a2d\u8a08\u3002<\/p>\n<p>\u300c\u540c\u6a23\u662f 12GB LPDDR5X\u300d\u4e5f\u4e0d\u4fdd\u8b49\u53ef\u4ee5\u76f4\u63a5\u4e92\u63db\u3002\u4e0d\u540c\u6676\u7c92\u5bc6\u5ea6\u3001\u5c01\u88dd\u5806\u758a\u3001\u96fb\u58d3\u88d5\u91cf\u8207\u97cc\u9ad4\u8a13\u7df4\u53c3\u6578\uff0c\u90fd\u53ef\u80fd\u6539\u8b8a\u5f85\u6a5f\u8017\u96fb\u3001\u5cf0\u503c\u6548\u80fd\u6216\u9ad8\u6eab\u7a69\u5b9a\u6027\u3002<a href=\"https:\/\/www.micron.com\/markets-industries\/mobile\" style=\"color: #00c8d7; text-decoration: underline;\" target=\"_blank\" rel=\"noopener\">Micron \u5c0d\u624b\u6a5f\u8a18\u61b6\u9ad4\u7684\u6280\u8853\u8aaa\u660e<\/a>\u4e5f\u628a DRAM \u7684\u5bb9\u91cf\u3001\u983b\u5bec\u3001\u529f\u8017\u8207 NAND \u5132\u5b58\u5206\u958b\u8655\u7406\uff1b\u6d88\u8cbb\u8005\u82e5\u5e38\u628a RAM\u3001128GB \u8207\u96f2\u7aef\u7a7a\u9593\u6df7\u5728\u4e00\u8d77\uff0c\u53ef\u5148\u770b<a href=\"https:\/\/www.taichungbro.com\/en\/2026\/08\/09\/phone-memory-storage-guide\/\" style=\"color: #00c8d7; text-decoration: underline;\">\u624b\u6a5f RAM\u3001\u5132\u5b58\u7a7a\u9593\u8207 iCloud \u7684\u9078\u8cfc\u65b9\u5f0f<\/a>.<\/p>\n<h2 id=\"second-source-value\">\u591a\u4e00\u5bb6\u5408\u683c\u4f9b\u61c9\u5546\u6709\u4ec0\u9ebc\u50f9\u503c\uff1f<\/h2>\n<p>\u7b2c\u4e8c\u4f86\u6e90\uff08Second Source\uff09\u7684\u7b2c\u4e00\u500b\u50f9\u503c\u662f\u4f9b\u61c9\u97cc\u6027\u3002\u82e5\u539f\u4f9b\u61c9\u5546\u9047\u5230\u826f\u7387\u3001\u505c\u96fb\u3001\u8a2d\u5099\u3001\u7269\u6d41\u6216\u5730\u7de3\u98a8\u96aa\uff0c\u54c1\u724c\u81f3\u5c11\u6709\u7d93\u904e\u9a57\u8b49\u7684\u66ff\u4ee3\u9078\u9805\u3002\u7b2c\u4e8c\u500b\u50f9\u503c\u662f\u7522\u80fd\u8abf\u5ea6\uff1a\u4e0d\u540c\u6a5f\u578b\u3001\u5bb9\u91cf\u6216\u92b7\u552e\u5730\u5340\u53ef\u4ee5\u5206\u914d\u7d66\u4e0d\u540c\u4f86\u6e90\u3002\u7b2c\u4e09\u500b\u624d\u662f\u8b70\u50f9\u80fd\u529b\uff0c\u56e0\u70ba\u6709\u53ef\u7528\u7684\u66ff\u4ee3\u65b9\u6848\uff0c\u63a1\u8cfc\u8ac7\u5224\u624d\u4e0d\u6703\u53ea\u505c\u7559\u5728\u7d19\u9762\u3002<\/p>\n<p>\u4e0d\u904e\uff0c\u591a\u4f86\u6e90\u4e5f\u6703\u589e\u52a0\u7ba1\u7406\u6210\u672c\u3002\u5de5\u7a0b\u5718\u968a\u8981\u7dad\u8b77\u4e0d\u540c\u6599\u865f\u8207\u6e2c\u8a66\u8cc7\u6599\uff0c\u5de5\u5ee0\u8981\u907f\u514d\u6df7\u6599\uff0c\u552e\u5f8c\u7aef\u8981\u80fd\u8ffd\u6eaf\u6279\u6b21\uff0c\u8edf\u9ad4\u66f4\u65b0\u4e5f\u8981\u8986\u84cb\u786c\u9ad4\u5dee\u7570\u3002\u56e0\u6b64\uff0c\u54c1\u724c\u53ef\u80fd\u628a\u65b0\u5ee0\u5546\u7559\u5728\u5408\u683c\u540d\u55ae\uff0c\u537b\u53ea\u7d66\u5c11\u91cf\u3001\u7279\u5b9a\u5730\u5340\u6216\u5099\u63f4\u914d\u7f6e\uff1b\u9019\u7a2e\u5b89\u6392\u4ecd\u6709\u4f9b\u61c9\u93c8\u50f9\u503c\uff0c\u4f46\u4e0d\u80fd\u5beb\u6210\u300c\u5168\u9762\u53d6\u4ee3\u300d\u3002<\/p>\n<h2 id=\"supply-changes-phone-specs\">DRAM \u4f9b\u61c9\u600e\u9ebc\u6539\u8b8a\u624b\u6a5f\u898f\u683c\uff1f<\/h2>\n<p>\u7576 DRAM \u4f9b\u61c9\u504f\u7dca\u6216\u50f9\u683c\u4e0a\u5347\uff0c\u54c1\u724c\u4e0d\u53ea\u5269\u4e0b\u300c\u6f32\u50f9\u300d\u4e00\u689d\u8def\u3002\u5b83\u53ef\u80fd\u7dad\u6301\u65d7\u8266\u6a5f\u5bb9\u91cf\uff0c\u7e2e\u6e1b\u4e2d\u968e\u6a5f\u7684 RAM\uff1b\u628a\u8f03\u5927\u5bb9\u91cf\u7559\u7d66\u9ad8\u968e\u7248\u672c\uff1b\u5ef6\u5f8c\u5c0e\u5165\u66f4\u65b0\u4e00\u4ee3 LPDDR\uff1b\u6e1b\u5c11\u51b7\u9580\u5bb9\u91cf\u7d44\u5408\uff1b\u6216\u4ee5\u9577\u7d04\u3001\u9810\u4ed8\u6b3e\u548c\u591a\u4f86\u6e90\u63db\u53d6\u4f9b\u8ca8\u4fdd\u969c\u3002<\/p>\n<p>AI \u4f3a\u670d\u5668\u9700\u8981\u5927\u91cf\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\uff08High Bandwidth Memory\uff0cHBM\uff09\uff0c\u624b\u6a5f\u5247\u4f7f\u7528 LPDRAM\uff0c\u5169\u8005\u4e0d\u662f\u53ef\u4ee5\u76f4\u63a5\u4e92\u63db\u7684\u540c\u4e00\u9846\u6676\u7247\u3002\u4e0d\u904e\uff0c\u5b83\u5011\u4ecd\u6703\u7af6\u722d\u90e8\u5206\u6676\u5713\u7522\u80fd\u3001\u8a2d\u5099\u6295\u8cc7\u3001\u5de5\u7a0b\u8cc7\u6e90\u8207\u8cc7\u672c\u652f\u51fa\u512a\u5148\u9806\u5e8f\u3002<a href=\"https:\/\/investors.micron.com\/static-files\/631b1a32-5537-46ae-8f40-82e42fc79dfe\" style=\"color: #00c8d7; text-decoration: underline;\" target=\"_blank\" rel=\"noopener\">Micron 2026 \u5e74\u7b2c 3 \u5b63\u8ca1\u5831\u8aaa\u660e<\/a>\u4fbf\u628a AI \u5e36\u52d5\u7684\u7522\u54c1\u7d44\u5408\u8f49\u79fb\u3001\u4f9b\u61c9\u5403\u7dca\u8207\u65b0\u4e16\u4ee3\u8a18\u61b6\u9ad4\u8f03\u9ad8\u7684\u55ae\u4f4d\u4f4d\u5143\u6210\u672c\u653e\u5728\u540c\u4e00\u500b\u7522\u80fd\u6c7a\u7b56\u4e2d\u3002\u9019\u662f\u55ae\u4e00\u5ee0\u5546\u7684\u5c55\u671b\uff0c\u4e0d\u80fd\u7576\u6210\u6240\u6709\u54c1\u724c\u7684\u552e\u50f9\u9810\u6e2c\uff0c\u537b\u80fd\u8aaa\u660e\u4f9b\u61c9\u93c8\u70ba\u4f55\u6703\u8abf\u6574\u898f\u683c\u914d\u7f6e\u3002<\/p>\n<p>\u60f3\u9032\u4e00\u6b65\u7406\u89e3 DRAM \u5831\u50f9\u70ba\u4f55\u5177\u6709\u666f\u6c23\u5faa\u74b0\uff0c\u53ef\u5ef6\u4f38\u95b1\u8b80<a href=\"https:\/\/www.taichungbro.com\/en\/2026\/07\/21\/nanya-dram-memory-cycle\/\" style=\"color: #00c8d7; text-decoration: underline;\">DRAM \u4f9b\u9700\u3001\u5eab\u5b58\u8207\u8a18\u61b6\u9ad4\u666f\u6c23\u5faa\u74b0<\/a>.<\/p>\n<h2 id=\"memory-cost-and-phone-price\">\u8a18\u61b6\u9ad4\u6f32\u50f9\uff0c\u624b\u6a5f\u70ba\u4ec0\u9ebc\u4e0d\u4e00\u5b9a\u7b49\u6bd4\u4f8b\u6f32\uff1f<\/h2>\n<p>DRAM \u53ea\u662f\u624b\u6a5f\u7269\u6599\u6e05\u55ae\uff08Bill of Materials\uff0cBOM\uff09\u7684\u4e00\u90e8\u5206\u3002\u5373\u4f7f\u8a18\u61b6\u9ad4\u5831\u50f9\u4e0a\u6f32\uff0c\u8655\u7406\u5668\u3001\u9762\u677f\u3001\u76f8\u6a5f\u3001\u96fb\u6c60\u6216\u6a5f\u69cb\u4ef6\u6210\u672c\u53ef\u80fd\u4e0b\u964d\uff1b\u54c1\u724c\u4e5f\u53ef\u80fd\u6709\u9577\u7d04\u3001\u820a\u5eab\u5b58\u8207\u532f\u7387\u907f\u96aa\uff0c\u8b93\u6210\u672c\u5ef6\u5f8c\u53cd\u6620\u3002<a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/320193\/000032019325000079\/aapl-20250927.htm\" style=\"color: #00c8d7; text-decoration: underline;\" target=\"_blank\" rel=\"noopener\">Apple \u5728 2025 \u5e74 Form 10-K \u7684\u98a8\u96aa\u63ed\u9732<\/a>\u4e5f\u628a\u96f6\u4ef6\u6210\u672c\u3001\u4f9b\u61c9\u77ed\u7f3a\u3001\u7522\u54c1\u7d44\u5408\u3001\u532f\u7387\u3001\u95dc\u7a05\u3001\u7af6\u722d\u8207\u4fdd\u56fa\u4e00\u8d77\u5217\u70ba\u6bdb\u5229\u5f71\u97ff\u56e0\u7d20\uff0c\u800c\u4e0d\u662f\u628a\u552e\u50f9\u6b78\u56e0\u7d66\u55ae\u4e00\u6676\u7247\u3002<\/p>\n<p>\u6210\u672c\u58d3\u529b\u6700\u5f8c\u53ef\u80fd\u4ee5\u56db\u7a2e\u65b9\u5f0f\u51fa\u73fe\uff1a\u5efa\u8b70\u552e\u50f9\u63d0\u9ad8\u3001\u540c\u50f9\u4f4d\u898f\u683c\u7e2e\u6e1b\u3001\u4fc3\u92b7\u6298\u6263\u8b8a\u5c11\uff0c\u6216\u9ad8\u5bb9\u91cf\uff0f\u9ad8\u968e\u6a5f\u578b\u5360\u6bd4\u589e\u52a0\u3002\u53cd\u904e\u4f86\uff0c\u591a\u4e00\u5bb6\u5408\u683c\u4f9b\u61c9\u5546\u4e5f\u4e0d\u4fdd\u8b49\u96f6\u552e\u50f9\u4e0b\u964d\uff1b\u7701\u4e0b\u7684\u6210\u672c\u53ef\u80fd\u5148\u7528\u4f86\u7dad\u6301\u6bdb\u5229\u3001\u5438\u6536\u5176\u4ed6\u96f6\u4ef6\u6f32\u5e45\u6216\u63db\u53d6\u4f9b\u8ca8\u7a69\u5b9a\u3002\u82e5\u8981\u628a BOM\u3001\u532f\u7387\u3001\u95dc\u7a05\u3001\u5eab\u5b58\u8207\u901a\u8def\u4e00\u8d77\u770b\uff0c\u53ef\u63a5\u8457\u95b1\u8b80<a href=\"https:\/\/www.taichungbro.com\/en\/2026\/08\/09\/smartphone-price-costs\/\" style=\"color: #00c8d7; text-decoration: underline;\">\u624b\u6a5f\u96f6\u4ef6\u6210\u672c\u5982\u4f55\u7d2f\u52a0\u6210\u5efa\u8b70\u552e\u50f9\u8207\u5be6\u969b\u6210\u4ea4\u50f9<\/a>.<\/p>\n<h2 id=\"how-to-read-supplier-news\">\u6d88\u8cbb\u8005\u8a72\u5982\u4f55\u95b1\u8b80\u4f9b\u61c9\u5546\u65b0\u805e\uff1f<\/h2>\n<p>\u7b2c\u4e00\uff0c\u5148\u627e\u52d5\u8a5e\u3002\u662f\u300c\u63a5\u6d3d\u3001\u9001\u6a23\u3001\u6e2c\u8a66\u3001\u8a8d\u8b49\u3001\u7c3d\u7d04\u3001\u91cf\u7522\u300d\u9084\u662f\u300c\u51fa\u8ca8\u300d\uff1f\u9019\u4e9b\u8a5e\u4e0d\u80fd\u4e92\u63db\u3002\u7b2c\u4e8c\uff0c\u627e\u6d88\u606f\u5c64\u7d1a\uff1a\u516c\u53f8\u516c\u544a\u3001\u8ca1\u5831\u3001\u76e3\u7ba1\u6587\u4ef6\u53ef\u76f4\u63a5\u78ba\u8a8d\u7684\u7bc4\u570d\uff0c\u901a\u5e38\u9ad8\u65bc\u672a\u5177\u540d\u4f9b\u61c9\u93c8\u6d88\u606f\u3002\u7b2c\u4e09\uff0c\u627e\u7f3a\u5c11\u7684\u8cc7\u8a0a\uff0c\u4f8b\u5982\u6a5f\u578b\u3001\u5730\u5340\u3001\u5bb9\u91cf\u3001\u51fa\u8ca8\u6642\u9593\u8207\u63a1\u8cfc\u91cf\uff1b\u7f3a\u5f97\u8d8a\u591a\uff0c\u8d8a\u4e0d\u9069\u5408\u4e0b\u78ba\u5b9a\u7d50\u8ad6\u3002<\/p>\n<p>\u6700\u5f8c\uff0c\u628a\u300c\u7522\u54c1\u80fd\u529b\u300d\u548c\u300c\u5ba2\u6236\u63a1\u7528\u300d\u5206\u958b\u67e5\u3002\u4f9b\u61c9\u5546\u516c\u5e03\u67d0\u4ee3 DRAM \u5df2\u91cf\u7522\uff0c\u53ea\u8868\u793a\u5b83\u6709\u80fd\u529b\u5c0d\u5e02\u5834\u4f9b\u8ca8\uff1b\u54c1\u724c\u516c\u958b\u5408\u4f5c\u6216\u5be6\u969b\u7522\u54c1\u62c6\u89e3\uff0c\u624d\u6bd4\u8f03\u63a5\u8fd1\u5546\u7528\u63a1\u7528\u8b49\u64da\u3002\u5373\u4f7f\u62c6\u89e3\u770b\u5230\u67d0\u4e00\u6279\u6b21\uff0c\u4e5f\u4e0d\u4ee3\u8868\u6240\u6709\u5730\u5340\u8207\u6240\u6709\u6279\u6b21\u90fd\u4f7f\u7528\u76f8\u540c\u4f86\u6e90\u3002<\/p>\n<h2 id=\"separate-option-from-adoption\">\u628a\u300c\u53ef\u9078\u300d\u548c\u300c\u5df2\u63a1\u7528\u300d\u5206\u958b\uff0c\u624d\u4e0d\u6703\u8aa4\u5224<\/h2>\n<p>Apple \u6e2c\u8a66 CXMT \u8a18\u61b6\u9ad4\u82e5\u5c6c\u5be6\uff0c\u6700\u7a69\u5065\u7684\u89e3\u8b80\u662f\uff1aApple \u6b63\u5728\u589e\u52a0\u4e00\u500b\u53ef\u80fd\u7684 DRAM \u9078\u9805\u3002\u5b83\u53ef\u80fd\u670d\u52d9\u4f9b\u61c9\u5b89\u5168\u3001\u5730\u5340\u914d\u7f6e\u6216\u8b70\u50f9\uff0c\u4e5f\u53ef\u80fd\u5728\u6280\u8853\u3001\u5546\u52d9\u6216\u6cd5\u898f\u968e\u6bb5\u505c\u6b62\uff1b\u5728\u6b63\u5f0f\u5354\u8b70\u3001\u6307\u5b9a\u7522\u54c1\u6216\u53ef\u9760\u51fa\u8ca8\u8b49\u64da\u51fa\u73fe\u524d\uff0c\u90fd\u4e0d\u61c9\u76f4\u63a5\u5beb\u6210\u91cf\u7522\u63a1\u7528\u3002<\/p>\n<p>\u5c0d\u6d88\u8cbb\u8005\u800c\u8a00\uff0cDRAM \u4f9b\u61c9\u771f\u6b63\u503c\u5f97\u89c0\u5bdf\u7684\uff0c\u4e0d\u662f\u55ae\u4e00\u4f9b\u61c9\u5546\u540d\u5b57\uff0c\u800c\u662f\u624b\u6a5f\u662f\u5426\u6539\u8b8a RAM \u5bb9\u91cf\u3001\u8a18\u61b6\u9ad4\u4e16\u4ee3\u3001\u6a5f\u578b\u5206\u7d1a\u3001\u4fc3\u92b7\u8207\u6210\u4ea4\u50f9\u3002\u628a\u6e2c\u8a66\u3001\u8a8d\u8b49\u3001\u8a66\u7522\u548c\u91cf\u7522\u5206\u958b\uff0c\u518d\u628a\u96f6\u4ef6\u6210\u672c\u653e\u56de\u6574\u652f\u624b\u6a5f\u7684\u5b9a\u50f9\u7cfb\u7d71\uff0c\u624d\u4e0d\u6703\u88ab\u4e00\u5247\u4f9b\u61c9\u93c8\u65b0\u805e\u5e36\u8457\u8df3\u5230\u932f\u8aa4\u7b54\u6848\u3002<\/p>\n<p>\u8cc7\u6599\u67e5\u6838\u65e5\u671f\uff1a2026 \u5e74 8 \u6708 11 \u65e5\u3002\u672c\u6587\u4ee5\u516c\u958b\u8cc7\u6599\u8aaa\u660e\u4e00\u822c\u4f9b\u61c9\u5546\u8a8d\u8b49\u8207\u624b\u6a5f DRAM \u4f9b\u61c9\u93c8\uff1b\u82e5 Apple \u6216 CXMT \u5f8c\u7e8c\u516c\u5e03\u6b63\u5f0f\u5408\u4f5c\uff0c\u61c9\u4f9d\u516c\u544a\u66f4\u65b0\u63a1\u7528\u72c0\u614b\uff0c\u4e0d\u56de\u63a8\u70ba\u672c\u6587\u767c\u5e03\u6642\u5df2\u77e5\u4e8b\u5be6\u3002<\/p>","protected":false},"excerpt":{"rendered":"<p>Apple \u6e2c\u8a66 CXMT \u8a18\u61b6\u9ad4\uff0c\u4e0d\u4ee3\u8868\u5df2\u7c3d\u7d04\u6216\u91cf\u7522\u63a1\u7528\u3002\u672c\u6587\u62c6\u89e3\u9001\u6a23\u3001\u8a8d\u8b49\u3001\u8a66\u7522\u8207\u91cf\u7522\u5dee\u7570\uff0c\u4ee5\u53ca DRAM \u4f9b\u61c9\u5982\u4f55\u5f71\u97ff\u624b\u6a5f\u5bb9\u91cf\u3001\u6210\u672c\u548c\u552e\u50f9\u3002<\/p>","protected":false},"author":5,"featured_media":3784,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[45],"tags":[553,554,507,555,535,557,556],"class_list":["post-3785","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industrial-knowledge","tag-apple","tag-cxmt","tag-dram","tag-lpddr5x","tag-535","tag-557","tag-556"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/posts\/3785","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/comments?post=3785"}],"version-history":[{"count":0,"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/posts\/3785\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/media\/3784"}],"wp:attachment":[{"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/media?parent=3785"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/categories?post=3785"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/tags?post=3785"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}