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iPhone memory costs surge, pushing prices higher and squeezing margins through 2027

Market News
11 Aug 2026
24/7 Wall Street
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Neutral
iPhone memory costs surge, pushing prices higher and squeezing margins through 2027

Apple is facing a steep rise in memory costs, which now make up about 34% of the iPhone Pro's bill of materials and could exceed 40% by early 2027. This surge has already led to iPhone prices increasing by up to $300, with further hikes expected as production costs rise. Memory suppliers like Micron and SK Hynix are benefiting from soaring prices, while chip vendors reliant on smartphone volumes, such as Qualcomm, are struggling. Apple may reduce its gross margins to keep demand steady, but the cost pressure could force higher retail prices and impact the broader smartphone market, potentially benefiting Apple if competitors falter.

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