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"description": "实体通路暨杰升通信门市销售数据显示，自 2025 年 9 月 iPhone 17 系列及 iPhone Air 上市至 2026 年 5 月期间，全台共计缔造超过 197 万台新旧 iPhone 销售佳绩，与去年同期的 176 万台相比大幅成长 12%。",
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"content": "<p>实体通路暨杰升通信门市销售数据显示，自 2025 年 9 月 iPhone 17 系列及 iPhone Air 上市至 2026 年 5 月期间，全台共计缔造超过 197 万台新旧 iPhone 销售佳绩，与去年同期的 176 万台相比大幅成长 12%。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6537177/l/9adaeb66a513cec03ccede9309b8ddf3.jpg\" alt=\"iPhone 17系列在台上市9个月销售年增12% 买气强劲未来通路难再降价\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>杰升通信观察发现，光是 iPhone 17 系列与首度问世的 iPhone Air 就强占高达 89% 的销售份额，这波显著的增长打破过往市场对于销售尾声步入低迷的预测，更预示接下来的市场将面临产品真空期与价格防线的全面收紧，未来通路空机价恐难再出现逾 10% 的价格跌幅。</p>\n\n<figure><img data-height=\"824\" data-mime=\"image/jpeg\" data-ratio=\"0.9223300970873787\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6537177/m/a7574f438b6129beb0729f8de601e252.jpg\" data-width=\"760\" src=\"https://cimg.cnyes.cool/prod/news/6537177/l/a7574f438b6129beb0729f8de601e252.jpg\"></figure>\n\n<p>杰升通信分析 iPhone 17 系列及 iPhone Air 的销量表现，定位高阶的 iPhone 17 Pro 系列虽然在市场上仅有平均 7% 的价格跌幅，却还是展现惊人的吸金能力，撑起苹果在台总销售量的 58%。</p>\n\n<p>主要是下一代晶片制程技术成本大幅飙升的传闻已在市场发酵，导致原先持观望态度的消费者，产生预防性消费心理，进而成为拉动通路客单价的绝对主力；值得注意的是，得益于原厂将基本容量策略性翻倍，消费者在选购时明显以 256GB 为优先考虑，其次则为 512GB，显见大容量机型的买气后来居上。</p>\n\n<p>至于原本在上市初期最不受市场看好、定位相对模糊的超薄款 iPhone Air，近期因通路刺激销量策略性调降，使价格大幅跳水，又以 256GB 容量卖最好并成功挤进前十名。而 512GB 容量在后期凭着高达 9,410 元的价差引爆尾盘买气，使果粉愿意为更加轻薄的机身设计与手感买单。</p>\n\n<p>杰升通信表示，买气成长的同时，也拉高消费者对 iPhone Air 2 的预期；普遍期盼新机未来能导入 2 奈米先进晶片以提升能效，并彻底补强初代机型最受诟病的电池续航力短板，让手机能在维持轻薄的同时兼具更长效的日常实用性。</p>\n\n<p>杰升通信指出，在前代 iPhone 16 系列机型的库存去化表现上，随 iPhone 16e（128GB）通路空机价来到 17,190 元，已成当前市面上门槛最低的 iPhone 入门首选；而另一款 iPhone 16e（256GB）也创下 29% 的通路最大跌幅，换算实质价差高达 7,410 元。</p>\n\n<p>无独有偶，另一款跌幅达 28%、价差 9,410 元的 iPhone 16（256GB），在实体通路的强力促销下虽已完售，但累积的庞大销量至今仍维持在全台前 20 款热销 iPhone 排行内。</p>\n\n<p>面对即将到来的秋季新机发表，许多果粉还在犹豫是否该等待新机开卖后，前代机型的崩盘降价。</p>\n\n<p>杰升通信坦言，苹果官方早在新机问世前两个月就开始严格限制旧旗舰的出货量，加上全球半导体记忆体零组件价格持续看涨，大盘通路提早进入库存去化尾声，后续价格非但不会再创新低，反而会因为官网强制下架导致市场现货奇货可居，也意味现行旗舰机的供应量将在开卖前急遽收缩。</p>\n\n<p>因此，对于现阶段具备实质换机需求的果粉而言，盲目等待传统秋季发表会后的降价潮，恐将面临无货可买的窘境。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-10405.html\" title=\"营收速报 - 富乔(1815)7月营收8.54亿元年增率高达68.11％\">营收速报 - 富乔(1815)7月营收8.54亿元年增率高达68.11％</a></li>\n <li><a href=\"/new/tw/article-14395.html\" title=\"联茂(6213)毛利率一季翻倍、8月营收年增近98%！真正瓶颈不是订单而是「玻纤布」\">联茂(6213)毛利率一季翻倍、8月营收年增近98%！真正瓶颈不是订单而是「玻纤布」</a></li>\n <li><a href=\"/new/tw/article-9103.html\" title=\"【量大强涨股整理】台股暴涨！双强携手涨停！【3441联一光】⊕应证！下一波钻石黑马?\">【量大强涨股整理】台股暴涨！双强携手涨停！【3441联一光】⊕应证！下一波钻石黑马?</a></li>\n <li><a href=\"/new/tw/article-17473.html\" title=\"京鼎切入BNCT癌症治疗设备 携手TAELS签署制造合作协议\">京鼎切入BNCT癌症治疗设备 携手TAELS签署制造合作协议</a></li>\n <li><a href=\"/new/tw/article-3587.html\" title=\"台股杀千点、外资狂砍1774亿创纪录！46000点防线大考验\">台股杀千点、外资狂砍1774亿创纪录！46000点防线大考验</a></li>\n <li><a href=\"/new/tw/article-7652.html\" title=\"巨亨速报 - Factset 最新调查：华航(2610-TW)目标价调升至24元，幅度约5.49%\">巨亨速报 - Factset 最新调查：华航(2610-TW)目标价调升至24元，幅度约5.49%</a></li>\n </ul>\n</div>",
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