郭明錤称，苹果2026年二季度iPhone内存价格涨幅将接近一季度水平，苹果策略明确：利用强大议价能力确保芯片供 应，承担成本压力抢占市场份额，后通过服务业务弥补损失。内存定价已改为按季协商，但苹果计划新款iPhone 18保持 起售价不变，避免提价影响营销。 硬·AI 作者 | 董 静 编辑 | 硬 AI 1月28日，"最懂苹果的分析师"郭明錤在社交平台X上发帖称，苹果能够在供应紧张环境下锁定内存供应协 议，充分展现其强大的议价能力。 天风国际证券分析师郭明錤表示，苹果在2026年第二季度将面临与第一季度相似幅度的内存价格上涨，而 苹果的应对策略十分明确：利用市场混乱确保芯片供应、承担成本压力并抢占市场份额，随后通过服务业 务弥补损失。 这一判断基于三星电子和SK海力士近期成功将供应给苹果的低功耗DRAM价格较上季度提高近一倍的事 实。据 华尔街见闻此前文章提及 ，1月27日，韩国媒体zdnet报道，三星电子一季度LPDDR芯片价格上涨 超过80%，SK海力士涨幅约为100%，苹果作为年出货量约2.5亿部iPhone的关键客户不得不接受这一涨 幅。 他指出："对于大多数非人工智能品牌而言，即便你愿意支付高价 ...

Core Insights - The U.S. Secretary of the Treasury, Scott Bessenet, warned that the speed of cargo transportation in the U.S. is currently slowing down due to the ongoing government shutdown, which has lasted for 40 days, marking the longest federal government shutdown in history [1] - Bessenet indicated that the prolonged shutdown could lead to shortages in both supply chain segments and during the holiday season, exacerbating existing economic issues [1] - The economic situation is deteriorating, with rising inflation being a significant concern during the shutdown period [1]

Core Viewpoint - The automotive production of several Japanese companies, including Honda and Nissan, is facing challenges due to supply disruptions from Nexperia Semiconductor, leading to temporary factory shutdowns and production adjustments [3][4]. Group 1: Honda's Production Challenges - Honda has adjusted its automotive production plans in North America and Mexico due to the semiconductor supply issues [3]. - The Honda plant in Celaya, Mexico, has halted production, primarily affecting the Honda HR-V model, which has an annual output of approximately 200,000 units [3][4]. - In North America, Honda's assembly plant in Ontario, Canada, has reduced production by half and plans to halt operations for a week due to chip shortages [3][4]. Group 2: Sales Performance and Supply Chain Management - North America is a crucial market for Honda, with sales exceeding 1.6 million units in the 2023 fiscal year, marking a 36.2% year-on-year increase [4]. - Honda is actively working to minimize the impact of chip shortages by reassessing its supply chain and considering alternative components, although technical validation may delay replacements [4]. Group 3: Nissan's Situation and Industry Impact - Nissan's Chief Performance Officer indicated that the company's chip supply inventory could last until the first week of November, highlighting the severity of the chip supply issue [5]. - The Japan Automobile Manufacturers Association warned that the semiconductor supply disruptions could severely impact global automotive production [5]. - The semiconductor dispute has affected the global automotive supply chain, with warnings from European and American automotive organizations regarding potential production interruptions [5].