为应对存储芯片等元器件涨价带来的成本压力,苹果公司向供应商提议下调iPhone 18 Pro/Max的OLED面板采购价至约70美元[1]。根据预估,三星显示和乐金显示的实际供应均价将约66.5美元[1],相比前代产品下降约20%[1]。
尽管采购价格大幅下调,新款iPhone的OLED面板将采用M16材料组[1],这一创新材料虽然能够提升屏幕性能,但同时也增加了制造难度[1]。从历代产品的价格走势看,iPhone 16 Pro Max的OLED面板价格曾超过100美元,到了iPhone 17 Pro Max已下降至80多美元[1],此次进一步下调反映出苹果对成本控制的持续追求。三星显示社长李清在7月22日召开的K-Display 2026活动上表示"今年非常困难",指出"芯片通胀"正对零部件和显示屏价格造成下调压力[1]。
Apple is seeking to mitigate rising costs in memory and storage components by negotiating lower prices for OLED panels in the upcoming iPhone 18 Pro and Max models [1]. The company has proposed an acquisition price of approximately $70 per panel for these devices [1]. Samsung Display and LG Display are estimated to supply the panels at an average price of around $66.50, representing a decline of roughly 20% compared to the previous generation [1].
The price reduction marks a significant shift from earlier iPhone models, with the iPhone 16 Pro Max panel having exceeded $100, followed by the iPhone 17 Pro Max at over $80 [1]. Despite the lower cost, the new panels will incorporate M16 material technology, which enhances performance but presents increased manufacturing challenges [1]. Samsung Display's president Lee Chung acknowledged industry pressures during the K-Display 2026 event on July 22, stating that "this year is very difficult" and that "chip inflation" is driving downward pressure on component and display pricing [1].