{"id":72046,"date":"2026-06-22T10:42:00","date_gmt":"2026-06-22T07:42:00","guid":{"rendered":"https:\/\/economic.karpat.in.ua\/?p=72046"},"modified":"2026-06-22T10:22:26","modified_gmt":"2026-06-22T07:22:26","slug":"dr%c3%a1gul-az-iphone-tim-cook-kijelentette-az-apple-emelni-fogja-az-%c3%a1rakat-a-mesters%c3%a9ges-intelligencia-fellend%c3%bcl%c3%a9se-okozta-mem%c3%b3riahi%c3%a1ny-miatt","status":"publish","type":"post","link":"https:\/\/economic.karpat.in.ua\/?p=72046&lang=hu","title":{"rendered":"Dr\u00e1gul az iPhone: Tim Cook kijelentette, az Apple emelni fogja az \u00e1rakat a mesters\u00e9ges intelligencia fellend\u00fcl\u00e9se okozta mem\u00f3riahi\u00e1ny miatt"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>Az Apple a mem\u00f3riachipek \u00e9s a t\u00e1rhelyek k\u00f6lts\u00e9geinek hirtelen emelked\u00e9se miatt \u00e1remel\u00e9st tervez eszk\u00f6zeit illet\u0151en, jelentette ki a c\u00e9g vez\u00e9rigazgat\u00f3ja, Tim Cook a The Wall Street Journalnak adott interj\u00faj\u00e1ban. Elmond\u00e1sa szerint a gy\u00e1rt\u00f3 r\u00e9g\u00f3ta pr\u00f3b\u00e1lja saj\u00e1t forr\u00e1saival kompenz\u00e1lni a k\u00f6lts\u00e9gek n\u00f6veked\u00e9s\u00e9t, de most a helyzet \u201efenntarthatatlann\u00e1\u201d v\u00e1lt.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201eSajnos az \u00e1remel\u00e9sek elker\u00fclhetetlenek. Mindent megtesz\u00fcnk annak \u00e9rdek\u00e9ben, hogy m\u00e9rs\u00e9kelj\u00fck a besz\u00e1ll\u00edt\u00f3k \u00e1ltal r\u00e1nk h\u00e1r\u00edtott hatalmas k\u00f6lts\u00e9gn\u00f6veked\u00e9st, \u00e9s megpr\u00f3b\u00e1ltuk megv\u00e9deni \u00fcgyfeleinket ett\u0151l a n\u00f6veked\u00e9st\u0151l, de a helyzet tarthatatlann\u00e1 v\u00e1lt\u201d, jelentette ki Cook.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"503\" src=\"https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2026\/06\/ba40bedb2c301f7272a3cf65588b943e.webp\" alt=\"\" class=\"wp-image-71986\" srcset=\"https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2026\/06\/ba40bedb2c301f7272a3cf65588b943e.webp 900w, https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2026\/06\/ba40bedb2c301f7272a3cf65588b943e-300x168.webp 300w, https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2026\/06\/ba40bedb2c301f7272a3cf65588b943e-768x429.webp 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Az Apple vezet\u0151je nem r\u00e9szletezte, hogy a c\u00e9g pontosan mikor fogja fel\u00fclvizsg\u00e1lni az \u00e1rakat, \u00e9s mely term\u00e9kekre vonatkozik majd az \u00e1remel\u00e9s. A c\u00e9g k\u00f6vetkez\u0151 nagy dob\u00e1sa v\u00e1rhat\u00f3an az iPhone 18 vonal lesz, melynek bemutat\u00f3j\u00e1ra hagyom\u00e1nyosan \u0151sszel kellene sorra ker\u00fclnie.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A probl\u00e9ma oka a DRAM \u00e9s NAND mem\u00f3ri\u00e1k ir\u00e1nti hirtelen megn\u0151tt kereslet, amelyet a mesters\u00e9ges intelligencia infrastrukt\u00far\u00e1j\u00e1t \u00e9p\u00edt\u0151 v\u00e1llalatok okoznak. A Google, a Microsoft, a Meta \u00e9s az Amazon akt\u00edvan v\u00e1s\u00e1rol alkatr\u00e9szeket adatk\u00f6zpontok \u00e9s szerverek sz\u00e1m\u00e1ra, ami az \u00e1rak meredek emelked\u00e9s\u00e9hez \u00e9s a sz\u00f3rakoztat\u00f3elektronikai gy\u00e1rt\u00f3k k\u00e9szlethi\u00e1ny\u00e1hoz vezetett.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025 eleje \u00f3ta a mem\u00f3ria \u00e9s a t\u00e1rhely \u00e1ra k\u00f6r\u00fclbel\u00fcl n\u00e9gyszeres\u00e9re emelkedett. A TechInsights elemz\u0151i kisz\u00e1molt\u00e1k, hogy az Apple-nek k\u00f6r\u00fclbel\u00fcl 270 doll\u00e1rral kellene n\u00f6velnie a k\u00f6vetkez\u0151 iPhone Pro \u00e1r\u00e1t ahhoz, hogy fenntartsa jelenlegi j\u00f6vedelmez\u0151s\u00e9gi szintj\u00e9t.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Cook k\u00fcl\u00f6n felh\u00edvta a figyelmet a DRAM-mem\u00f3ri\u00e1val kapcsolatos helyzetre. Elmond\u00e1sa szerint egyre t\u00f6bb termel\u00e9si kapacit\u00e1st ir\u00e1ny\u00edtanak \u00e1t a nagysebess\u00e9g\u0171 HBM mem\u00f3ria gy\u00e1rt\u00e1s\u00e1ra, amelyet mesters\u00e9ges intelligencia gyors\u00edt\u00f3kban \u00e9s szerverekben haszn\u00e1lnak betan\u00edt\u00f3 modellekhez.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201eA k\u00edn\u00e1lat \u00e9ppen akkor cs\u00f6kken, amikor a fogyaszt\u00f3k eszk\u00f6z\u00f6ket akarnak v\u00e1s\u00e1rolni, \u00e9s a mem\u00f3riagy\u00e1rt\u00f3k hatalmas \u00e1remel\u00e9seket h\u00e1r\u00edtanak \u00e1t nek\u00fcnk\u201d \u2013 mondta az Apple vez\u00e9rigazgat\u00f3ja.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A probl\u00e9ma nem csak az Apple-t \u00e9rinti. A k\u00f6zelm\u00faltban a Samsung, a HP \u00e9s a Valve m\u00e1r fel\u00fclvizsg\u00e1lta bizonyos eszk\u00f6zkateg\u00f3ri\u00e1k \u00e1rait. A Morgan Stanley el\u0151rejelz\u00e9se szerint az okostelefonok \u00e9s szem\u00e9lyi sz\u00e1m\u00edt\u00f3g\u00e9pek \u00e1tlagos \u00e1ra az Egyes\u00fclt \u00c1llamokban id\u00e9n k\u00f6r\u00fclbel\u00fcl 15%-kal emelkedhet.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Cook azt is meger\u0151s\u00edtette, hogy az Apple vizsg\u00e1lja annak lehet\u0151s\u00e9g\u00e9t, hogy saj\u00e1t p\u00e9nz\u00fcgyi forr\u00e1sait felhaszn\u00e1lva t\u00e1mogassa a mem\u00f3riagy\u00e1rt\u00e1s b\u0151v\u00edt\u00e9s\u00e9t. Ugyanakkor a v\u00e1llalat nem tervezi saj\u00e1t gy\u00e1rak \u00e9p\u00edt\u00e9s\u00e9t DRAM vagy NAND gy\u00e1rt\u00e1s\u00e1ra.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&lt;!&#8211;translatorid:ild5234 &#8211;&gt;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Az Apple a mem\u00f3riachipek \u00e9s a t\u00e1rhelyek k\u00f6lts\u00e9geinek hirtelen emelked\u00e9se miatt \u00e1remel\u00e9st tervez eszk\u00f6zeit illet\u0151en, jelentette ki a c\u00e9g vez\u00e9rigazgat\u00f3ja, Tim Cook a The Wall Street Journalnak adott interj\u00faj\u00e1ban. Elmond\u00e1sa szerint a gy\u00e1rt\u00f3 r\u00e9g\u00f3ta pr\u00f3b\u00e1lja saj\u00e1t forr\u00e1saival kompenz\u00e1lni a k\u00f6lts\u00e9gek n\u00f6veked\u00e9s\u00e9t, de most a helyzet \u201efenntarthatatlann\u00e1\u201d v\u00e1lt.<\/p>\n","protected":false},"author":12,"featured_media":71986,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[41,49,39],"tags":[817,3424],"class_list":["post-72046","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cikkek","category-hirek","category-vilag","tag-dragulas","tag-iphone"],"_links":{"self":[{"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/posts\/72046","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=72046"}],"version-history":[{"count":1,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/posts\/72046\/revisions"}],"predecessor-version":[{"id":72047,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/posts\/72046\/revisions\/72047"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/media\/71986"}],"wp:attachment":[{"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=72046"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=72046"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=72046"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}