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Apple · Wednesday, September 16, 2026 · 2 sources

Apple accepts Samsung's 100% memory price hike, raising smartphone cost floor

Apple has reportedly agreed to pay double for Samsung's LPDDR5X memory chips, a 100% markup accepted on the spot during emergency talks, per Korean outlet Dealsite. The move reflects a global DRAM shortage driven by AI demand, and could push up device prices across the industry. Apple may absorb the cost for the iPhone 18 to protect market share, analysts say.

Bottom line — Memory costs have roughly doubled since early 2025, and Apple's acceptance signals a higher cost baseline for all smartphones.

Go deeper (6)

  • Samsung originally targeted a 60% increase but opened with 100% as a negotiating tactic; Apple accepted immediately, per Dealsite.
  • LPDDR5X prices rose from about $30 to $70 per module since early 2025, a 140% jump, according to the report.
  • Samsung's own Galaxy S26 prices already rose 6–16% in the US, with the base model up $40 to $899, per BigGo.
  • Apple analyst Ming-Chi Kuo says Apple plans to keep iPhone 18 Pro starting prices flat, absorbing the memory premium.
  • Tim Cook acknowledged rising chip prices will hit gross margins 'a bit more,' but still expects 13–16% year-on-year revenue growth this quarter.
  • Samsung is using a 50/50 split of LPDDR5X from its own and Micron for initial Galaxy S26 production, with both planning steep hikes after the first batch.

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Last generated: Sep 16, 10:24 AM UTC by wreetco wreetco

dstld. Your daily news summary designed to surface the news that matters from a European perspective. Curated by humans, summarized by AI - always with links back to the original reporting.

Links · Contact
Popular topics · WorldEuropeGamesAI
Last generated: Sep 16, 10:24 AM UTC by wreetco wreetco