苹果与微软因芯片成本飙升上调数百美元产品售价


2026-06-25T13:59:00-0400 / 哥伦比亚广播公司新闻

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更新于:2026年6月25日 / 美国东部时间下午3:48 / 哥伦比亚广播公司新闻

随着全球对内存和存储芯片的需求激增推高零部件成本,苹果和微软均将上调部分核心产品的售价。

苹果于周四宣布将上调部分MacBook笔记本电脑和iPad平板电脑的价格,最高涨幅达300美元。数小时后,微软宣布将于8月1日起上调Xbox游戏机的售价。两家公司均表示,上调价格是因为电脑和游戏机等电子设备所用的存储和内存半导体成本不断上涨。

此次涨价公告发布之际,人工智能数据中心的快速扩张推高了对计算能力的需求,加剧了芯片短缺问题。

“我们从未见过零部件价格出现如此大幅、如此快速的上涨,”苹果在发给哥伦比亚广播公司新闻的一份声明中表示,“到目前为止,我们一直尽力让消费者免受此次涨价的影响,但如今我们已经到了必须开始对多款产品上调价格的节点,包括此次对iPad和Mac的涨价。”

微软在声明中表示,游戏机存储和内存的价格已经上涨了一倍多,并且预计到2027年秋季价格还将再翻一番。

“整个消费电子行业都在当前的零部件危机中苦苦挣扎,但这一影响对游戏机业务尤为沉重,”该公司表示。

哪些苹果产品受到影响?

据The Verge网站报道,此次涨价波及多款苹果产品。今年早些时候苹果推出的面向预算敏感型消费者的MacBook Neo笔记本电脑,起始售价从599美元上调至699美元。

其他调整包括:

  • MacBook Air 512GB:现价1299美元,原价1099美元
  • MacBook Pro 1T:现价1999美元,原价1699美元
  • iPad Air 128GB:现价749美元,原价599美元

据路透社报道,此次涨价不包括iPhone。

“苹果尚未宣布iPhone的涨价计划,但涨价肯定会到来,”市场情报咨询公司国际数据公司的数据与分析高级主管纳比拉·波帕尔在一封邮件中表示,“这场风暴还远未结束,这只是开始。iPhone是苹果最大的收入来源,因此他们将推迟发布这一消息。”

苹果公告发布后,公司股价应声下跌,在午后交易中下跌16.49美元,跌幅5.6%,收于276.68美元。

哪些微软产品受到影响?

微软将把512GB存储版本的Xbox游戏机售价上调100美元,至近500美元。1TB存储版本的游戏机售价将上调150美元。两项涨价均于8月1日生效。

此次涨价前,微软已于去年将Xbox游戏机的售价上调20美元,至70美元。

人工智能热潮推高芯片成本

疫情期间工厂关闭导致供应链受阻,曾引发芯片短缺。如今,为人工智能服务搭建数据中心的竞赛正给半导体行业带来更大压力。

去年12月,研究机构国际数据公司表示,内存市场正处于“前所未有的转折点”,并预测芯片短缺可能“持续至2027年很久之后”。

此次短缺已对日常科技产品产生连锁反应,包括个人电脑,几十年来首次出现价格上涨。

在6月17日接受《华尔街日报》专访时,苹果首席执行官蒂姆·库克表示,公司正尽最大努力让消费者免受涨价影响,但同时称“这种局面已难以为继”。

“40多年来,我从未在任何领域见过这样的情况,”他告诉《华尔街日报》。

艾米·皮奇 编辑

Apple and Microsoft are raising their prices by hundreds of dollars as chip costs soar

2026-06-25T13:59:00-0400 / CBS News

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Updated on: June 25, 2026 / 3:48 PM EDT / CBS News

Apple and Microsoft are each raising the prices of some of their core products, as global demand for memory and storage chips sharply increases component costs.

Apple said on Thursday that it will raise the prices of certain MacBooks and iPads by up to $300. Hours later, Microsoft announced it would increase the prices of its Xbox consoles starting August 1. Both companies cite the rising cost of semiconductors used for storage and memory in electronic devices, including computers and video game consoles.

The announcements come as the rapid expansion of AI data centers heightens demand for computing power, exacerbating a chip shortage.

“We have never seen a component price increase this much, this quickly,” Apple said in a statement shared with CBS News. “We have shielded our customers from these increases so far, but we have now reached a point where we need to begin raising prices on several products, including today’s increases for iPad and Mac.”

In its statement, Microsoft said console storage and memory prices have more than doubled and that it expects prices to double again by fall 2027.

“The entire consumer electronics industry is struggling with the current components crisis, but the effects are particularly hard on consoles,” the company said.

What Apple products are affected?

The price hikes are impacting multiple Apple products, according to The Verge. The MacBook Neo, which Apple introduced earlier this year to appeal to budget-conscious customers at a starting price of $599, has increased to $699.

Other changes include:

  • MacBook Air 512GB: Now $1,299, up from $1,099
  • MacBook Pro 1T: Now $1,999, up from $1699
  • iPad Air 128GB: Now $749, up from $599

The price hikes exclude the iPhone, according to Reuters.

“Apple hasn’t announced what the iPhone price increases will be, but they are surely coming,” Nabila Popal, senior director of data and analytics at International Data Corporation, a market intelligence and advisory firm, said in an email. “The storm isn’t over yet; this is just the beginning. iPhones are the biggest revenue driver for Apple, so they are saving that announcement for later.”

Apple shares tumbled after the company’s announcement, falling $16.49, or 5.6%, to $276.68, in midafternoon trading.

Which Microsoft products are affected?

Microsoft is raising the price of Xbox gaming consoles with 512 GB of storage by $100 to nearly $500. Consoles with 1 TB of storage will increase by $150. Both hikes take effect August 1.

The price hike comes after Microsoft increased Xbox prices by $20 to $70 last year.

AI boom drives up chip costs

Chip shortages arose during the pandemic, when factory closures led to supply chain snags. Now, the race to build data centers required to power AI services is putting more pressure on the semiconductor industry.

In December, research firm International Data Corporation said the memory market is at an “unprecedented inflection point” and predicted the chip shortage could last “well into 2027.”

The shortage has had a knock-on effect on everyday tech, including personal computers, which are seeing higher prices for the first time in decades.

In an exclusive interview with the Wall Street Journal on June 17, Apple CEO Tim Cook said the company is doing its best to shield customers from price hikes but said, “the situation has become unsustainable.”

“I’ve never seen anything like it in any area in over 40 years,” he told the Journal.

Edited by Aimee Picchi

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