\n
\n<\/p>\n
Apple could face a sharp increase in iPhone memory costs<\/b> next year, as supply pressures intensify across the entire industry.<\/p>\n
A recent analysis by JPMorgan suggests memory could account for as much as 45%<\/b> of an iPhone\u2019s component costs by next year, up from just around 10% today. Counterpoint Research expects rising memory prices to drag down smartphone shipments<\/b> this year.<\/p>\n
Apple has traditionally enjoyed a pricing advantage thanks to its massive scale of procurement. It has traditionally been one of the largest memory buyers in the industry. However, that edge is narrowing as AI-driven companies like NVIDIA place even larger orders and commit billions in upfront payments to secure supply, tightening availability for other players.<\/p>\n
The company appears to have anticipated these constraints. Reports suggest the staggered launch of the iPhone 18 lineup could be part of a broader strategy to manage component supply better <\/b>and spread demand over time.<\/p>\n
Whether these rising costs will translate into higher iPhone prices remains uncertain. Bank of America analyst Wamsi Mohan believes Apple may hold prices steady in the near term<\/b> to maintain competitiveness and capture market share, even as manufacturing costs climb. Analyst Jeff Pu shared a similar forecast on the pricing strategy for the iPhone 18 Pro. <\/p>\n
Looking further ahead, however, price increases may be harder to avoid<\/b>. SK Group\u2019s chairman has warned that memory supply constraints could persist until 2030, which raises the possibility that these increased costs will, at some point, be passed on to consumers.<\/p>\n
Source: Financial Times via MacRumors<\/p>\n<\/div>\n