Iminyaka embalwa ezayo ibukeka izoba nemicimbi eminingi kubasebenzisi be-iPhone: ukuhlaziywa okuhlukahlukene okuvela emabhange okutshalwa kwezimali kusikisela ukuthi I-iPhone 18 ibizobiza kakhulu kune-iPhone 17 Lokhu kungenxa yokwenyuka okukhulu kwentengo ye-RAM kanye nesitoreji. Kubikwa ukuthi i-Apple isifinyelele umkhawulo wekhono layo lokwamukela lezi zindleko ezengeziwe ngaphandle kokuzidlulisela kumthengi.
Lesi simo asithinti i-United States kuphela. EYurophu naseSpainEzimakethe lapho ama-iPhone eseqala khona ngamanani aphezulu ngenxa yentela kanye namazinga okushintshana, noma yikuphi ukwenyuka kwentengo okwengeziwe kungazwakala kakhulu. Izibikezelo ziphakamisa ukwenyuka kwentengo okungenzeka ngemodeli ngayinye kanye nezinguquko esu lokuqalisa ukuzama ukunciphisa umthelela.
Kungani i-iPhone 18 ibingabiza kakhulu kune-iPhone 17
Ngokusho kwemibiko yangaphakathi eyahlukahlukene efinyelelwe yizinhlangano ezifana ne-JPMorgan kanye ne-Morgan Stanley, I-Apple ibhekene nengcindezi engakaze ibonwe ngaphambili imakethe yememoriIzindleko ze-RAM kanye nesitoreji, okwakuyizindleko ezilinganiselwe kuze kube manje, kubikwa ukuthi zikhuphuke kakhulu ezingxenyeni zakamuva.
Le mibhalo ikhombisa ukuthi Kubikwa ukuthi i-Apple ikwamukele ukwenyuka okukhulu kwentengo ezinkontilekeni zayo nabaphakeli abakhulu bememori njenge-Samsung Electronics kanye ne-SK Hynix. Le nkampani yayikwazile ukuyeka ukushintsha intengo yokuthengisa ye-iPhone isikhashana, kodwa leyo mali iyaphela ngaphambi nje kwesizukulwane se-iPhone 18.
Incazelo yabahlaziyi icacile: gcina intengo efanayo neye-iPhone 17 Kuzoba nzima kakhulu, ikakhulukazi uma ufuna ukunikeza ukucushwa okunesitoreji sangaphakathi esengeziwe, okuyizona kanye ezidinga imemori eyengeziwe, ngakho-ke, izindleko ezengeziwe ezengeziwe.
Omunye wemibiko uthi ngqo ukuthi Kubikwa ukuthi i-Apple iphelelwe yindawo yokugcina i-iPhone 18 isezingeni elifanayo ne-iPhone 17. ngaphandle kokuthinta amanani. Kusukela lapha, isimo okungenzeka kakhulu ukuthi la mabhange asicabangela ukwanda okujwayelekile ngemodeli ngayinye, okungenani ezinguqulweni ezilingana nezonyaka odlule.
Indima yenkumbulo: kusukela ezindlekweni zesibili kuya kumlingiswa oyinhloko
Kuze kube muva nje, inkumbulo yayiyingxenye nje yenhlangano ye-iPhone. I-JPMorgan ilinganisela ukuthi okwamanje imelela cishe u-10% wezindleko zokukhiqiza yedivayisi. Kodwa-ke, ukubikezela kwayo kuka-2027 kusishintsha ngokuphelele isithombe.
Ukuhlaziywa okufanayo kulindela ukuthi, uma lo mkhuba uqhubeka, I-RAM kanye nesitoreji kungabala kufika ku-45% wezindleko eziphelele zezinto zokwakha ye-iPhone cishe ngo-2027. Okusho ukuthi, cishe ingxenye yesabelomali sezingxenye izogxila esigabeni esisodwa, into ephula ngokuphelele ibhalansi evamile ekwakhiweni kwehadiwe.
Lokhu kunyuka kwentengo akubangelwa nje ukwenyuka kwentengo okwesikhashana, kodwa kungenxa ushintsho oluyisisekelo emakethe yememoriIsidingo sezikhungo zedatha kanye nezinsizakalo zobuhlakani bokwenziwa, eziqhutshwa yizikhondlakhondla ezifana neNvidia kanye nabahlinzeki bamafu abakhulu, sidonsa ingxenye enkulu yamandla okukhiqiza atholakalayo.
Izinkampani ezakha ingqalasizinda ye-AI ziyasebenza ukukhokha okwengeziwe nokuqinisekisa izabelo zokukhiqiza zesikhathi esideLokhu kushiya isikhala esincane kwamanye amakhasimende endabuko afana ne-Apple. Umphumela uba yindawo lapho abakhiqizi bememori bengabaluleka khona labo abakhokha kakhulu futhi basayine izinkontileka ezinamandla kakhulu.
Lo mongo ubeka i-Apple esimweni esibucayi: Akuseyona ikhasimende elibusayo elikwazi ukubeka imibandela yalo njengasesikhathini esidlule. Manje kufanele incintisane ngeziqinisekiso zevolumu, intengo kanye nokuhlinzekwa, okunciphisa amandla ayo okuxoxisana futhi kwandise izindleko zokugcina zengxenye ngayinye.
I-JPMorgan noMorgan Stanley bayabika: bathini ngempela
Umbiko we-JPMorgan, ocashunwe yimithombo yezindaba yamazwe ngamazwe ekhethekile, wethula isimo lapho I-Apple isengakwazi ukugcina amanani amanje esikhathini esifushaneukwamukela ezinye zezindleko ezikhuphukile emaphethelweni azo. Nokho, lesi sivikelo singabhekwa njengesilinganiselwe ngesikhathi.
Ngokusho kwalolo hlaziyo, Ngo-2026, i-Apple ibisazoba namandla okuthola ingxenye enkulu yezindleko ezengeziwe. Lokhu kuvela ekukhuphukeni kwezindleko zememori, yize kungenani lokunciphisa kancane inzuzo ngedivayisi ngayinye. Kungaba uhlobo lokunciphisa ukuze kugwenywe ukwenyuka okukhulu kwentengo kusukela onyakeni owodwa kuya kolandelayo.
Inkinga ivela ezibikezelweni zika-2027. Uma inkumbulo empeleni ibangela cishe u-45% wezindleko ze-iPhone, Ukugcina amanani azinzile kungasho ukuyeka ingxenye enkulu yenzuzo., into engenakwenzeka enkampanini ebilokhu ivikela izinzuzo eziphezulu kakhulu ngokomlando.
Ngakho-ke, umbiko ngokwawo ubheka ukuthi kungenzeka ukuthi I-Apple kufanele iqale ukulungisa amanani ngaphambi kokufinyelela kulelo qophelo elibalulekile.ukwethula ukwenyuka kwentengo kancane kancane kusukela esizukulwaneni se-iPhone 18. Umqondo kungaba ukusabalalisa umthelela eminyakeni emibili ukuze kugwenywe ukwanda okukhulu kakhulu kokwethulwa okukodwa.
Okwamanje, uMorgan Stanley ugxile esikhathini esifushane kanye nohlu olulandelayo. Abahlaziyi bakhe bakholelwa ukuthi I-Apple ngeke ikwazi ukuphinda amanani e-iPhone 17 ku-iPhone 18Eqinisweni, balinganisela ukwenyuka okungenani okungu-$100 ngemodeli ngayinye ekulungiselelweni okufanayo, okungenani emakethe yase-US.
Ukwenyuka kwentengo kungahunyushwa kanjani eSpain naseYurophu?
Nakuba izibalo ezisetshenziswe emibikweni zisekelwe ku- Imakethe yase-US njengereferensiNoma yikuphi ukushintshashintsha kwentengo esemthethweni kuvame ukudluliselwa eYurophu, kulungiswe ngezintela ezingaqondile (njenge-VAT) kanye nesilinganiso sokushintshaniswa kwedola le-euro.
Empeleni, ukwenyuka okungaba ngu-$100 e-US kungalingana no- ukwenyuka kwentengo ngama-euro angamashumi amaningana ngemodeli ngayinye eSpainKuye ngokuthi i-Apple inquma kanjani ukuhlanganisa amanani ayo, ngeke kumangaze ukubona amazinga entengo avelele phakathi kwamandla okugcina.
Elinye iphuzu elibalulekile ukuthi ukwenyuka ngeke kudingeke kube okufanayo. Amamodeli anememori eningi asengozini enkulu. ngenxa yezindleko ezikhuphukile zalezi zingxenye, kunengqondo ukucabanga ukuthi izinguqulo ezinamandla aphezulu zingabiza kakhulu kuneziyisisekelo.
Ezimakethe zaseYurophu ezinomncintiswano oqinile esigabeni sezinga eliphezulu, njengeJalimane, iFrance, noma imakethe yaseSpain uqobo, I-Apple kuzodingeka ilinganisele lokho kwanda ngentuthuko ecacile. kuzici, ikhamera, imisebenzi yobuhlakani bokwenziwa noma ukuzimela ukuze kuthethelelwe ushintsho kubasebenzisi.
Kodwa-ke, ngisho nange-iPhone 18 ebiza kakhulu, abahlaziyi bakholelwa ukuthi I-Apple izoqhubeka nokuncintisana ngokumelene nezimbangi ezifana ne-Samsung noma abakhiqizi abakhulu baseShayina kububanzi beprimiyamu. Umehluko uwukuthi isilinganiso senzuzo yentengo sizoba sincane kunemijikelezo yangaphambilini.
Izinyathelo ze-Apple zokulawula umthelela: amakhalenda nokuhlukaniswa
Njengoba kunikezwe lesi simo, imibiko ikhombisa ukuthi i-Apple iyahlola amasu ahlukene okunciphisa ukushaywaEnye yazo ihilela ukudlala ngesheduli yokukhishwa kanye nokusatshalaliswa kwamamodeli unyaka wonke.
Eminye imithombo ibonisa lokho ukwethulwa kwe-iPhone 18 emhlabeni jikelele Kungenzeka ngohlobo "lwegagasi eliqhekekile," lapho amamodeli abizayo eqaliswa ngesikhathi sefasitela lendabuko lasekwindla kanye nezinhlobo ezingabizi kakhulu zibambezeleka kuze kube yintwasahlobo. Lokhu kuhlukaniswa kuzovumela ukukhiqizwa nokusetshenziswa kwememori ukuthi kusatshalaliswe ngezigaba eziningana.
Leso sinyathelo sizoba nomphumela ophindwe kabili: ngakolunye uhlangothi, Lokhu kuzonciphisa ingcindezi eketangeni lokuhlinzeka. ezinyangeni zokufunwa okuphezulu kakhulu; ngakolunye uhlangothi, kuzonikeza i-Apple ithuba elengeziwe lokusabela ekuguqukeni kwamanani enkumbulo ngaphambi kokubeka amanani amamodeli angabizi kakhulu.
Esinye isinyathelo esivele sisetshenziswa kweminye imikhiqizo yilesi ukuqedwa kwezilungiselelo ezingenzi nzuzo kangako kunokuba inyuse intengo yayo. Icala le-Mac mini engenalo uhlobo oluyisisekelo lwe-256GB libonisa leli su: intengo yokungena ekhangayo iyagcinwa, kodwa inketho yomthamo ophansi iyanqunywa.
Endabeni ye-iPhone 18, leyo ngqondo ingahunyushwa ngayo igebe elikhulu lentengo phakathi kokwenyuka kwesitoreji noma ekunyamalaleni kwezinhlanganisela ezithile eziyeka ukusebenza ngezindleko ezintsha zenkumbulo.
Ingcindezi kulo lonke uhla lwe-Apple, hhayi i-iPhone kuphela
Nakuba ukugxila kwabezindaba, ngokunengqondo, kusesikhathini esizayo I-iPhone 18 kanye nokwenyuka kwentengo okungenzekaIzindleko ezikhulayo zememori ziyabonakala nakweminye imindeni yemikhiqizo ye-Apple, kusukela kuma-Mac kuya kuma-iPad.
Kuma-laptop, isibonelo, inkampani iqhubekile nokwenza lokhu muva nje. inqubomgomo yamanani eqinile Uma kuqhathaniswa nomncintiswano, i-MacBook Air ene-chip ye-M4 intengo yayo iphansi kwezinye izimakethe kunezinye izindlela ze-Microsoft ezinemininingwane efanayo, okubonisa ukuthi i-Apple yayibambezela amanani.
Kodwa-ke, imibiko ixwayisa ngokuthi Lelo qhinga seliqala ukubonakala lingenamsebenzi.Izindleko ezikhulayo zememori ziphoqa izinkampani ukuthi zenze izinqumo ezifana nokugcina izinhlobo ezithile ze-RAM (njenge-LPDDR5) noma ukulungisa ukucushwa kwesitoreji esiyisisekelo kwamanye amamodeli ukuze zihlale zincintisana.
Kubikwa ukuthi i-Apple ngokwayo ivumile kwenye yezingcingo zayo zakamuva zabatshalizimali ukuthi ilindele i- Ukwanda "okukhulu" kwezindleko zememori ezindaweni ezithile, okunciphisa isikhala sokuhamba lapho kubekwa amanani alo lonke uhla.
Kulesi simo, umndeni we-iPhone uba yi-barometer ebalulekile: uma imodeli ye-flagship iqala ukubiza kakhuluKungenzeka ukuthi yonke ingxenye yekhathalogi izophinde ibonise, ngezinga elikhulu noma elincane, ukuthi ingcindezi yezindleko ingakanani.
Ushintsho lomjikelezo ochungechungeni lokuphakelwa kwe-Apple
Ngaphandle kwezibalo ezithile, abahlaziyi bayavuma ukuthi kuyenzeka ushintsho lwesakhiwo esikhundleni se-Apple ngaphakathi kochungechunge lokuhlinzekaSekuyiminyaka inkampani izuza ngobukhulu bayo kanye nokubikezela kwayo ukuze ixoxisane ngemibandela ezuzisayo nabahlinzeki ababalulekile.
Ukuvela kwamaphrojekthi amakhulu obuhlakani bokwenziwa kushintshe lokho kulinganisela. Izinkampani zakha izikhungo ezinkulu zedatha. Basayina izinkontileka zezigidi zamaRandi kusenesikhathi.Lokhu kuqinisekisa izilinganiso zokukhiqiza eziza kuqala. Lokhu kuphoqa abakhiqizi abanjengoSamsung, SK Hynix, kanye noMicron ukuthi bahlele kabusha izinto eziza kuqala kubo.
Kulesi simo esisha, i-Apple akuseyona yodwa ikhasimende elikwaziyo ukubeka indinganiso. Abahlinzeki manje basabalalisa umthamo wabo phakathi kwezinkampani ezinkulu eziningana.Zonke zinezidingo zememori ezikhulayo. Umphumela uba ukucindezela okwengeziwe emananini nasezikhathini zokulethwa.
Umphumela osheshayo ngukuthi I-Apple ayinaso isikhala esanele sokwamukela ukwenyuka kwentengo ngaphandle kokulungisa intengo yokugcina.Le nkampani isathola izinzuzo eziphezulu kakhulu uma kuqhathaniswa nomncintiswano, kodwa abahlaziyi bayavuma ukuthi lo mqamelo awusanele ukuhlala unomphela.
Ngokombono womsebenzisi, konke lokhu kuhunyushwa ku- Izinqumo zokuthenga ngenkumbulo (ukuthi ungakhetha kangakanani) zizoba usizo kakhulu ezizukulwaneni ezilandelayo ze-iPhone, kokubili ngenxa yentengo yokungena kanye nomehluko phakathi kokuthuthukiswa kwesitoreji.
Njengoba kunikezwe lesi simo, i-iPhone 18 ikulungele ukuba khona enye yamamodeli okuqala abonisa ngokusobala izindleko ezintsha zememoriUma izibikezelo ze-JPMorgan ne-Morgan Stanley ziseduze nokuba ngokoqobo, ukuvuselelwa okulandelayo okukhulu kwefoni yeselula ye-Apple ngeke kulinganiswe ngamakhamera noma amandla kuphela, kodwa futhi nokuthi umsebenzisi uzimisele ukukhokha malini nge-gigabyte ngayinye eyengeziwe.
