Title: 曝 iPhone18 涨 200 美元；索尼 PS5 拟再次涨价丨智能制造日报 | BestBlogs.dev
URL Source: https://www.bestblogs.dev/article/dae5a7f5f8?amp%3Butm_medium=feed&%3Butm_campaign=resources&%3Bentry=rss_article_item
Published Time: 2026-08-04 13:25:00
Markdown Content: 75
This article summarizes rumors of iPhone 18 price hikes, JD.com's AI delivery helmet, TSMC's early 3nm capacity ramp-up, global smartphone Q2 revenue growth, and a possible another PS5 price increase by Sony, covering quick news in intelligent manufacturing and consumer electronics. 
Today 1108 words (about 5 min) View Source →
Sign in to highlight text and take notes as you read. Sign in now
睿兽分析 2026-08-04 13:25 北京
每日智能制造产业资讯速递。  1.【曝iPhone18涨200美元】媒体苹果记者马克·古尔曼近日发文表示，苹果将于今年对iPhone产品线实施涨价，涨幅预计在100美元至200美元之间，折合人民币约675元至1350元。这一预测基于苹果近期在iPad和Mac产品线上已经实施的调价策略，多款iPad和Mac机型的价格均上调了100至200美元，古尔曼认为iPhone将遵循相同的涨幅逻辑。 古尔曼在回应网友提问时指出，苹果涨价的原因是多方面的。首先是供应链层面的压力，公司正面临内存芯片和主设备处理器的供应短缺问题，这直接推高了核心元器件的采购成本。其次是产品升级带来的成本增加，iPhone 18 Pro和iPhone 18 Pro Max采用的全新相机系统造价更高，研发和物料投入均有明显上升。（新浪财经） 2.【京东外卖推出AI智能头盔】8月3日，京东外卖官宣推出AI智能头盔，将于近期陆续上岗，首批将免费发放给京东全职骑手，后续逐步向全体骑手开放。该头盔搭载AI语音助手，内置“单王路线”，会自动解析订单备注，在送达前主动提醒骑手。（京报网） 3.【台积电3纳米月产18万片目标有望提前达成】在英伟达、AMD、博通等主要客户积极抢占产能的推动下，台积电3纳米制程原定于年底实现的月产18万片晶圆目标，预计将提前至第四季度初达成。与此同时，2纳米制程订单也在快速升温，到今年年底其月度晶圆出货量有望按计划接近10万片。（科创板日报） 4.【机构：二季度全球智能手机市场营收同比增长7%】8月3日，根据Counterpoint Research最新市场监测报告，2026年第二季度全球智能手机市场营收同比增长7%，达到创纪录的1090亿美元。尽管同期全球智能手机出货量有所下滑，但市场营收仍创下历史第二季度新高。营收与出货量走势出现背离，主要源于平均售价（ASP）的上涨。受消费者持续向高端细分市场转移的支撑，ASP同比增长17%，达到第二季度历史高点400美元。此外，存储成本上涨推动安卓OEM普遍提高产品售价，也是ASP增长的原因之一。（财联社）
5.【曝索尼PS5拟再次涨价】由于零部件生产成本走高、内存芯片价格持续上涨以及缺乏与供应商长期合同的压力，索尼 SIE 正考虑在《GTA 6》发售前，再次提高旗下游戏主机和配件的建议零售价，以此弥补当前的财务亏损。 业内分析认为，由于《GTA 6》具备庞大的媒体影响力，平台方寄希望于通过这款超级大作来提高销售利润率，且不必担心消费需求大幅下降。（IT之家）
更多智能制造产业资讯……
!Image 4
扫码可订阅产业日报👇👇 欢迎加入 睿兽分析会员，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。👇👇
Key Quotes
> Apple will implement a price increase on the iPhone 18 product line this year, with the increase expected to be between $100 and $200.
> JD.com Delivery officially announced the launch of an AI smart helmet, which will be rolled out gradually in the near term, with the first batch distributed free to full-time JD.com riders.
> TSMC's original target of producing 180,000 wafers per month on its 3-nanometer process by year-end is expected to be achieved ahead of schedule in early Q4.
> Global smartphone market revenue in Q2 2026 grew 7% year-on-year, reaching a record $109 billion.
> Due to rising component production costs, continuously increasing memory chip prices, and pressure from the lack of long-term contracts with suppliers, Sony SIE is considering raising the suggested retail price of its game consoles and accessories ahead of the GTA 6 release.
Tags
Intelligent Manufacturing
Smartphones
Semiconductors
Consumer Electronics
Industry News
Related Articles
* 3.3 Trillion! The Largest A-share IPO of the Year is Here historic performance turnaround, exploring how it achieved a strategic breakthrough by leveraging market supply-demand imbalances, the AI inference demand window, and the driving effect of the domestic supply chain.") * 144. A 4-Hour Interview with Yang Meng: Life and Death in Consumer Electronics, Third-Type Companies, AI Variables, Product Methodology, and Choosing Your Game Mode * Silicon Valley's Patience with Education Is Running Out * Why Did South Korea, of All Places, Produce Hynix and Samsung? * Deconstructing Anthropic: The Best AI Company Might Also Be an Organizational Invention * The Most Desperate War in the Gaming Industry in 2026 * "Awkward" Smart Glasses Finally Don't Have to Say "Next Year Is the Year One" Anymore * The Chinese Chip 'Shovel Seller' Dancing with Elephants | Two Talks * Youngsters Revive Knitting, Helping App Earn Millions Monthly * Cai Haoyu: "Killing" the AI Kitten