Jan Vajdák The price of memory affects the entire technology market. Apple According to Korean website Dealsite, Apple has agreed to a significantly higher price for the LPDDR5X memory modules it needs to produce the next generation of iPhones. Specifically, the 12GB modules used in the models iPhone 17 a iPhone 17 ProThe price was expected to jump from around $30 to around $70 per piece by the beginning of 2025, an increase of 133%.
According to sources, it took place between AppleI have divisions. Samsungin negotiations about RAM deliveries for the first half of this year. Samsung had originally intended to increase the price by about 60%. However, during the negotiations, his initial offer was to increase the price by 100%. And Apple He reportedly accepted it without much fuss. This just goes to show how crazy the current situation around memoirs is.
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Chip manufacturers are currently preferring to produce high-performance HBM memory, which is designed for AI servers. And the demand is huge. Companies like SK Hynix and Micron are limiting the production of classic mobile DRAM. There is a shortage of memory and prices are skyrocketing. The result is that even technology giants are nodding to conditions that they would have laughed at a year ago.
In the narrow is not only AppleThe report states that Galaxy S26 now uses 50:50 memory from Samsungua Micron. Despite rising costs, Ming-Chi Kuo recently said that Apple (at least for now) iPhone 18 Pro does not plan to increase the price. General Director Tim Cook at the same time, he admitted that higher chip prices will have a greater impact on margins. However, the Apple company still expects year-on-year revenue growth of 13 to 16% in the first quarter. I have been following the madness around memory prices for several months now. But what worries me the most is that the arrival of the PS6 is expected to be delayed due to the current situation.
