Report: iPhone Memory Costs Set to Quadruple by 2027

JPMorgan says iPhone memory could account for about 45% of component costs by 2027, up from roughly 10% today.

AI infrastructure buyers are aggressively competing for limited memory supply from Samsung, SK Hynix and Micron, pushing prices higher.

Apple’s bargaining power may be weakening, which could squeeze margins or force higher iPhone prices.

The company may also stagger the iPhone 18 launch as it decides whether to absorb costs or pass them to consumers.