Apple will try to avoid raising iPhone 18 prices as much as possible amid a global memory shortage, supply-chain analyst Ming-Chi Kuo reports, saying the company plans to absorb rising RAM costs and negotiate memory prices with suppliers quarterly rather than every six months. Kuo adds Apple expects further price increases and may offset costs through its services business, while shortages of other components like PCB glass cloth persist due to AI demand.
Key Points
- 1Absorbs rising RAM costs, Apple negotiates memory prices quarterly to avoid iPhone 18 price hikes
- 2Faces component bottlenecks as AI firms consume glass cloth and other non-RAM parts
- 3Shift costs to services revenue implies tighter hardware margins and greater emphasis on subscription monetization
Scoring Rationale
Provides timely supply-chain insight from a reputable analyst, but relies on a single source without official confirmation.
Sources
Public references used for this report.
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