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Apple iPhone 18 Pro faces rising costs due to memory price surge
Apple is facing significant cost pressures for its upcoming iPhone 18 lineup, primarily driven by a surge in memory component prices. According to TrendForce, the Bill of Materials (BOM) for the 256 GB iPhone 18 Pro is expected to rise by approximately 38% compared to its predecessor. This increase is largely due to memory prices rising five to seven times since the start of 2025. Memory components are projected to account for 34% of the iPhone 18 Pro BOM in Q3 2026, potentially exceeding 40% in the first half of 2027.
Market analysts suggest these rising costs could lead to retail price increases, with some projections indicating the iPhone 18 Pro and Pro Max could cost up to $200 more than previous models. To mitigate this, Apple may absorb some costs by reducing profit margins or focus on high-margin services and accessories.
Hardware leaks also suggest significant upgrades for the iPhone 18 Pro Max, including potential battery capacity increases. Specifically, the eSIM version may feature a 5,567 mAh battery, while the physical SIM version may have 5,391 mAh. Additionally, Apple is reportedly exploring a major redesign of the Apple Watch to improve battery life, including concepts for a screen-free model.
Entities
Apple · Edison Lee · IDC · Jefferies · TSMC · Tim Cook · TrendForce · iPhone · iPhone 17 · iPhone 18 Pro · iPhone 18 Pro · iPhone 4
Claims
What the coverage asserts, and how many sources carry each claim.
- [● 4 SOURCES] The iPhone 18 Pro may feature 256 GB of storage as its base configuration. www.iphonote.com · www.techritual.com · telecomlead.com
- [● 7 SOURCES] The iPhone 18 Pro Max model with a physical SIM slot is rumored to have a 5,391 mAh battery. www.giga.de · phone.cnmo.com · mobilebulgaria.com · www.applesfera.com · www.blog-nouvelles-technologies.fr · +2 more
- [● 6 SOURCES] The iPhone 18 Pro Max eSIM version may feature a battery capacity of 5,567 mAh. www.giga.de · phone.cnmo.com · mobilebulgaria.com · www.applesfera.com · www.blog-nouvelles-technologies.fr · +1 more
- [● 6 SOURCES] Memory components are expected to account for 34% of the iPhone 18 Pro BOM in Q3 2026 and over 40% in the first half of 2027. telecomlead.com · www.techritual.com · abmedia.io · www.phonetoday.it · www.iphonote.com
- [● 6 SOURCES] The Bill of Materials (BOM) cost for the 256 GB iPhone 18 Pro is expected to increase by approximately 38% compared to the previous year. telecomlead.com · www.techritual.com · abmedia.io · www.phonetoday.it · www.iphonote.com
- [● 3 SOURCES] Jefferies analyst Edison Lee downgraded Apple stock following reports that an all-glass iPhone project was discontinued. www.finanznachrichten.de · www.techritual.com · www.blogspan.net
- [● 2 SOURCES] The iPhone 17 is projected to remain the dominant flagship in Apple's lineup for approximately 18 months. digitalphablet.com · geekweek.interia.pl
- [● 3 SOURCES] Apple is expected to launch its first foldable smartphone, potentially named iPhone Ultra, in late 2026. thinkapple.pl · www.dnpindia.in · www.phonetoday.it
- [○ 1 SOURCE] The iPhone 18 Pro and Pro Max could cost up to $200 more than their predecessors. www.dnpindia.in
- [● 3 SOURCES] Memory prices have increased five to seven times since the beginning of 2025. abmedia.io · www.phonetoday.it · telecomlead.com
- [○ 1 SOURCE] Apple is working on a redesigned iPhone for 2027 that will feature more glass and a metal frame. www.letemsvetemapplem.eu