苹果财报：存储供应依然紧张，价格上涨趋势仍在持续 苹果管理层在财报电话会上表示：“As I said on the last call, we paid more for memory in the March quarter than the December quarter. We expected to pay significantly more in the June quarter than the March quarter. We also expect to pay even higher memory costs...” “Beyond September, we see the market pricing for memory continuing to increase, which could drive an increasing impact on our business.” 苹果表示，今年3月季度的存储采购成本已经高于去年12月季度，6月季度进一步大幅上涨。而展望9月之后，公司预计存储市场价格仍将继续上涨，并对未来业务带来更大的成本压力。 管理层同时提到，目前全球DRAM供应商数量有限，公司正在评估更多供应来源，以提升供应链灵活性。 在我看来，这份财报再次验证了当前存储市场仍然处于供需偏紧状态。