GoKawiil
Tech News
TrendForce reports that Apple's memory component costs for the 256GB iPhone 18 Pro will be almost four times higher in Q3 2026 than a year earlier. The firm expects Apple to absorb much of that increase rather than fully pass it to consumers, projecting only around a $100 price hike over the iPhone 17 Pro, while leaning more on Services revenue to cushion margins.
A worldwide shortage of memory chips, driven largely by demand for AI infrastructure, is squeezing hardware manufacturers just as major companies prepare new product launches. Apple has already unveiled Mac minis and Mac Studios with new M6 chips, with an iPhone event expected in September featuring the iPhone 18 Pro, Pro Max, a foldable iPhone, and new Apple Watches. Makers are responding to rising component costs by either raising prices on devices or reducing memory and storage specifications to keep costs down.