{"id":32094,"date":"2026-06-22T07:24:41","date_gmt":"2026-06-22T05:24:41","guid":{"rendered":"https:\/\/www.appleking.cz\/blog\/?p=32094"},"modified":"2026-06-18T12:24:46","modified_gmt":"2026-06-18T10:24:46","slug":"tim-cook-varuje-zdrazenie-iphonov-macov-i-ipadov-je-nevyhnutne-na-vine-su-rekordne-drahe-pamate","status":"publish","type":"post","link":"https:\/\/www.appleking.sk\/blog\/tim-cook-varuje-zdrazenie-iphonov-macov-i-ipadov-je-nevyhnutne-na-vine-su-rekordne-drahe-pamate","title":{"rendered":"Tim Cook varuje: Zdra\u017eenie iPhonov, Macov i iPadov je nevyhnutn\u00e9. Na vine s\u00fa rekordne drah\u00e9 pam\u00e4te!"},"content":{"rendered":"

\"\"<\/a><\/p>\n

Fan\u00fa\u0161ikovia Applu by sa mali pripravi\u0165 na menej pr\u00edjemn\u00fa novinku. Kon\u010diaci CEO <\/span><\/span>Tim Cook<\/span><\/span><\/span> toti\u017e v rozhovore pre The Wall Street Journal potvrdil, \u017ee zdra\u017eenie produktov Applu je pod\u013ea neho nevyhnutn\u00e9. D\u00f4vodom nie s\u00fa cl\u00e1 ani vy\u0161\u0161ie v\u00fdrobn\u00e9 n\u00e1klady ako celok, ale predov\u0161etk\u00fdm bezprecedentn\u00fd rast cien pam\u00e4\u0165ov\u00fdch a \u00falo\u017en\u00fdch \u010dipov, ktor\u00e9 dnes tvoria jednu z k\u013e\u00fa\u010dov\u00fdch s\u00fa\u010dast\u00ed ka\u017ed\u00e9ho modern\u00e9ho zariadenia. Pod\u013ea Cooka sa Apple dlh\u00fd \u010das sna\u017eil vy\u0161\u0161ie n\u00e1klady absorbova\u0165 a chr\u00e1ni\u0165 svojich z\u00e1kazn\u00edkov pred zdra\u017eovan\u00edm. Situ\u00e1cia sa v\u0161ak pod\u013ea jeho slov dostala do bodu, ke\u010f to u\u017e nie je dlhodobo udr\u017eate\u013en\u00e9. Ktor\u00e9 produkty to zasiahne ao ko\u013eko zdra\u017eia?<\/span><\/span><\/p>\n

Apple u\u017e n\u00e1klady \u010falej neutiahne<\/span><\/span><\/b><\/span><\/h1>\n

\u201eBohu\u017eia\u013e s\u00fa cenov\u00e9 nav\u00fd\u0161enia nevyhnutn\u00e9,\u201c<\/span><\/span><\/em> uviedol Cook. Apple pod\u013ea neho akt\u00edvne h\u013ead\u00e1 sp\u00f4soby, ako rast cien zmierni\u0165, ale prudk\u00e9 zdra\u017eovanie zo strany dod\u00e1vate\u013eov pam\u00e4t\u00ed je nato\u013eko v\u00fdrazn\u00e9, \u017ee sa mu u\u017e ned\u00e1 vyhn\u00fa\u0165.<\/span><\/span><\/p>\n

\"\"<\/a><\/p>\n

\u0160\u00e9f Applu s\u00edce neprezradil, ktor\u00e9 konkr\u00e9tne produkty zdra\u017eia ani kedy presne k nav\u00fd\u0161eniu cien d\u00f4jde, ale medzi najpravdepodobnej\u0161\u00edch kandid\u00e1tov patr\u00ed tohtoro\u010dn\u00fd rad iPhonov 18 Pro a iPhonov 18 Pro Max, ktor\u00fdch predstavenie sa o\u010dak\u00e1va v septembri. Vy\u0161\u0161ie ceny sa m\u00f4\u017eu dotkn\u00fa\u0165 aj iPadov a po\u010d\u00edta\u010dov Mac.<\/span><\/span><\/p>\n

Niektor\u00e9 zmeny s\u00fa navy\u0161e vidite\u013en\u00e9 u\u017e teraz. Apple napr\u00edklad tento rok zv\u00fd\u0161il vstupn\u00fa cenu Macu mini t\u00fdm, \u017ee z ponuky odstr\u00e1nil najlacnej\u0161iu konfigur\u00e1ciu. Z\u00e1rove\u0148 obmedzil niektor\u00e9 vy\u0161\u0161ie varianty Macu mini a Macu Studio.<\/span><\/span><\/p>\n

O ko\u013eko by mohli produkty Applu zdra\u017ei\u0165?<\/span><\/span><\/b><\/span><\/h1>\n

Najv\u00e4\u010d\u0161ia pozornos\u0165 sa aktu\u00e1lne up\u00edna k bud\u00facim iPhonom. Analytick\u00e1 spolo\u010dnos\u0165 TechInsights spo\u010d\u00edtala, \u017ee pokia\u013e si Apple bude chcie\u0165 zachova\u0165 s\u00fa\u010dasn\u00e9 mar\u017ee, mohol by by\u0165 n\u00faten\u00fd zv\u00fd\u0161i\u0165 cenu z\u00e1kladn\u00e9ho iPhonu 18 Pro pribli\u017ene o 270 dol\u00e1rov. To by znamenalo posun zo s\u00fa\u010dasn\u00fdch 1099 dol\u00e1rov a\u017e na zhruba 1299 dol\u00e1rov. V niektor\u00fdch scen\u00e1roch by cena mohla by\u0165 dokonca e\u0161te vy\u0161\u0161ia.<\/span><\/span><\/p>\n

\"Apple's<\/a><\/p>\n

Ak by sa podobn\u00e9 nav\u00fd\u0161enie premietlo aj do eur\u00f3pskych cien, mohlo by \u00eds\u0165 o zdra\u017eenie r\u00e1dovo nieko\u013eko tis\u00edc kor\u00fan. Presn\u00e9 \u010diastky v\u0161ak zatia\u013e nepozn\u00e1me a Apple ich tradi\u010dne zverejn\u00ed a\u017e pri samotnom uveden\u00ed nov\u00fdch produktov.<\/span><\/span><\/p>\n

Pre\u010do ceny pam\u00e4t\u00ed tak dramaticky rast\u00fa?<\/span><\/span><\/b><\/span><\/h1>\n

Za s\u00fa\u010dasnou kr\u00edzou stoj\u00ed predov\u0161etk\u00fdm obrovsk\u00fd rozmach umelej inteligencie. Spolo\u010dnosti prev\u00e1dzkuj\u00face AI slu\u017eby a d\u00e1tov\u00e9 centr\u00e1 skupuj\u00fa rekordn\u00e9 mno\u017estvo pam\u00e4\u0165ov\u00fdch \u010dipov typu DRAM a NAND, ktor\u00e9 s\u00fa nevyhnutn\u00e9 na prev\u00e1dzku modern\u00fdch AI modelov. V\u00fdrobcovia pam\u00e4t\u00ed preto pres\u00favaj\u00fa ve\u013ek\u00fa \u010das\u0165 v\u00fdrobn\u00fdch kapac\u00edt pr\u00e1ve do tohto segmentu, kde s\u00fa mar\u017ee v\u00fdrazne vy\u0161\u0161ie ako pri be\u017enej spotrebnej elektronike.<\/span><\/span><\/p>\n

\"Be<\/a><\/p>\n

V\u00fdsledkom je men\u0161ia dostupnos\u0165 pam\u00e4t\u00ed pre smartf\u00f3ny, tablety a po\u010d\u00edta\u010de. Napriek tomu, \u017ee spolo\u010dnosti ako <\/span><\/span>Samsung Electronics<\/span><\/span><\/span> , <\/span><\/span>SK Hynix<\/span><\/span><\/span> a <\/span><\/span>Micron Technology<\/span><\/span><\/span> navy\u0161uj\u00fa v\u00fdrobn\u00e9 kapacity, v\u00e4\u010d\u0161ina nov\u00fdch liniek je ur\u010den\u00e1 pr\u00e1ve pre AI servery.<\/span><\/span><\/p>\n

Cook situ\u00e1ciu dokonca prirovnal k \u201estoro\u010dnej povodni\u201c a priznal, \u017ee za viac ako \u0161tyri desa\u0165ro\u010dia v technologickom priemysle ni\u010d podobn\u00e9 neza\u017eil.<\/span><\/span><\/p>\n

<\/span><\/span><\/p>\n

<\/span><\/span><\/p>\n

N\u00e1rast cien je skuto\u010dne extr\u00e9mny<\/span><\/span><\/b><\/span><\/h1>\n

D\u00e1ta analytick\u00fdch spolo\u010dnost\u00ed ukazuj\u00fa, \u017ee nejde o be\u017en\u00fd v\u00fdkyv trhu. Pod\u013ea analytikov by ceny DRAM pam\u00e4t\u00ed mohli po\u010das roku 2026 vzr\u00e1s\u0165 v priemere o 125 %. Z\u00e1rove\u0148 sa o\u010dak\u00e1va, \u017ee probl\u00e9my s dostupnos\u0165ou \u00falo\u017en\u00fdch \u010dipov bud\u00fa pokra\u010dova\u0165 minim\u00e1lne aj po\u010das roku 2027.<\/span><\/span><\/p>\n

\"This<\/a><\/p>\n

Len v prvom \u0161tvr\u0165roku vysko\u010dili ceny niektor\u00fdch DRAM kontraktov o 90 a\u017e 95 %, zatia\u013e \u010do v druhom \u0161tvr\u0165roku sa o\u010dak\u00e1va \u010fal\u0161\u00ed rast o viac ako 60 %. U NAND pam\u00e4t\u00ed, ktor\u00e9 sl\u00fa\u017eia ako intern\u00e9 \u00falo\u017eisko zariadenia, s\u00fa n\u00e1rasty e\u0161te v\u00fdraznej\u0161ie.<\/span><\/span><\/p>\n

Pod\u013ea v\u00fdpo\u010dtov TechInsights dokonca cena niektor\u00fdch pam\u00e4\u0165ov\u00fdch komponentov pou\u017e\u00edvan\u00fdch v nov\u00fdch iPhonoch vzr\u00e1stla po\u010das jedin\u00e9ho roka nieko\u013ekon\u00e1sobne.<\/span><\/span><\/p>\n

Apple potrebuje viac pam\u00e4te aj kv\u00f4li AI<\/span><\/span><\/b><\/span><\/h1>\n

Pre Apple je situ\u00e1cia komplikovan\u00e1 e\u0161te z jedn\u00e9ho d\u00f4vodu. Nov\u00e9 funkcie zalo\u017een\u00e9 na Apple Intelligence a \u010fal\u0161\u00edch AI technol\u00f3gi\u00e1ch vy\u017eaduj\u00fa v\u00e4\u010d\u0161ie mno\u017estvo opera\u010dnej pam\u00e4te ako kedyko\u013evek predt\u00fdm. Ka\u017ed\u00e1 nov\u00e1 gener\u00e1cia zariadenia tak potrebuje viac DRAM ako t\u00e1 predch\u00e1dzaj\u00faca.<\/span><\/span><\/p>\n

\"Apple<\/a><\/p>\n

In\u00fdmi slovami \u2013 Apple dnes nakupuje nielen drah\u0161ie pam\u00e4te, ale z\u00e1rove\u0148 ich do svojich zariaden\u00ed potrebuje st\u00e1le viac.<\/span><\/span><\/p>\n

Ak\u00fd je v\u00fdh\u013ead do bud\u00facnosti?<\/span><\/span><\/b><\/span><\/h1>\n

Dobrou spr\u00e1vou je, \u017ee v\u00fdrobcovia pam\u00e4t\u00ed mas\u00edvne investuj\u00fa do roz\u0161irovania v\u00fdroby. Hor\u0161ou spr\u00e1vou je, \u017ee v\u00e4\u010d\u0161ina analytikov neo\u010dak\u00e1va r\u00fdchle upokojenie situ\u00e1cie. Niektor\u00e9 odhady hovoria o tom, \u017ee nedostatok pam\u00e4t\u00ed m\u00f4\u017ee pretrv\u00e1va\u0165 a\u017e do roku 2027 alebo dokonca 2028.<\/span><\/span><\/p>\n

Pokia\u013e sa tieto progn\u00f3zy naplnia, nemus\u00ed by\u0165 tohtoro\u010dn\u00e9 zdra\u017eenie jedin\u00e9. Vy\u0161\u0161ie ceny by sa mohli sta\u0165 novou realitou naprie\u010d cel\u00fdm technologick\u00fdm trhom, \u010do napokon potvrdzuje aj skuto\u010dnos\u0165, \u017ee ceny svojich produktov u\u017e za\u010dali upravova\u0165 spolo\u010dnosti ako Samsung, Microsoft, Sony alebo Dell.<\/span><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Pokra\u010dovat ve \u010dten\u00ed…<\/a><\/p>\n","protected":false},"author":21716,"featured_media":32092,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"jetpack_publicize_message":"","jetpack_is_tweetstorm":false,"jetpack_publicize_feature_enabled":true,"jetpack_social_options":[]},"categories":[13],"tags":[],"jetpack_publicize_connections":[],"yoast_head":"\nTim Cook varuje: Zdra\u017eenie iPhonov, Macov i iPadov je nevyhnutn\u00e9. 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