Apple Reportedly Agrees to 100% Price Hike on Samsung Memory Chips

Apple has agreed to wage Samsung doubly arsenic overmuch for the LPDDR5X representation chips that it needs for ongoing iPhone 17 production, claims a study from Korean outlet Dealsite.


According to the report's sources, Apple precocious held exigency meetings with Samsung's semiconductor part to negociate transportation volumes of RAM for the archetypal fractional of this year. The 12GB LPDDR5X modules utilized successful the iPhone Air and iPhone 17 Pro person already astir doubled successful terms since aboriginal 2025, rising from astir $30 to astir $70.

Samsung is said to person primitively planned to propulsion for a 60% terms summation connected LPDDR5X modules supplied to Apple. Instead, however, Samsung opened with a 100% markup arsenic a negotiating maneuver – and Apple seemingly accepted it connected the spot.

If the publication's manufacture sources are accurate, Apple's contiguous acceptance conscionable goes to amusement however hopeless smartphone makers person go to fastener down representation supply. Chipmakers similar SK Hynix and Micron person been redirecting accumulation capableness toward high-bandwidth representation (HBM) for AI servers, and that has near mobile DRAM successful highly abbreviated supply.

Samsung's ain mobile part isn't immune to the squeeze, either. The aforesaid study says archetypal Galaxy S26 accumulation is utilizing a 50/50 divided of LPDDR5X from Samsung's semiconductor part and Micron, with some suppliers readying steep terms increases aft the archetypal batch. Samsung is expected to rise Galaxy S26 pricing partially successful response, portion attempting to offset costs by utilizing its in-house Exynos 2600 spot successful astir 30% of units.

Despite the outgo pressure, Apple expert Ming-Chi Kuo precocious said Apple's existent program is to keep iPhone 18 Pro starting prices flat. On a caller net call, Apple CEO Tim Cook acknowledged that rising spot prices would person "a spot much of an impact" connected gross margins, but the institution inactive expects year-on-year gross maturation of 13% to 16% this quarter.
This article, "Apple Reportedly Agrees to 100% Price Hike connected Samsung Memory Chips" archetypal appeared connected MacRumors.com

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