仅事实
苹果即将推出的A20芯片可能大幅推高iPhone 18成本
Summary
苹果即将推出的A20芯片采用台积电2纳米工艺，预计成本将比前代至少高出50%，可能影响iPhone 18的定价。
苹果下一代A20芯片，计划用于iPhone 18系列，预计将成为首款广泛应用的2纳米处理器，继承此前三代基于台积电3纳米工艺的A系列芯片。这一进步预计将带来更强的性能和更高的能效。
据报道，台积电已通知包括苹果在内的客户，准备应对与3纳米处理器相比至少50%的成本上涨。这一涨价主要归因于新工艺节点的巨额资本支出以及初期良率阶段缺乏折扣策略。
供应商预计，采用2纳米工艺生产的旗舰移动芯片一旦进入量产，单价将达到约280美元。这将使A20芯片成为iPhone中最昂贵的组件，如果苹果不将增加的成本转嫁给消费者，可能会影响其利润率。
此前有报告估算，A18芯片成本约为45美元，一款零售价为799美元的机型的硬件总成本为416美元。这表明该芯片约占物料成本的10%，占零售价的5%至6%，尚未计入物流和研发费用。该分析中，后置摄像头组件被认为是成本最高的部件。
如果这些成本预测成立，苹果可能将2纳米芯片限制用于部分2026年iPhone机型，如iPhone 18 Pro和iPhone 18 Pro Max。去年9月，苹果分析师郭明錤曾警告称，“由于成本问题，并非所有新款iPhone 18机型都将配备2纳米处理器。”
来源
MacRumors事实核查
使用外部来源和数据库核实文章的事实。
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Confirmed
Apple's next-generation A20 chip, slated for the iPhone 18 series, is anticipated to be the first widely available 2-nanometer processor.
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Unverified
TSMC has reportedly informed clients, including Apple, to prepare for a cost increase of at least 50% compared to 3-nanometer processors.
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Unverified
Suppliers project that flagship mobile chips produced with the 2-nanometer process will have unit prices around $280 once mass production commences.
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Unverified
A previous report estimated the A18 chip's cost at approximately $45, with a total hardware bill of $416 for a model retailing at $799.
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Unverified
The rear camera assembly was identified as the most expensive component in that analysis.
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Partly Confirmed
If these cost projections hold, Apple may restrict the 2-nanometer chips to select 2026 iPhone models, such as the iPhone 18 Pro and iPhone 18 Pro Max.
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Confirmed
