The price of 12GB LPDDR5X memory chips has risen from about US$25 at the beginning of the year to US$70 now, which makes Apple very difficult to bear. According to the latest statement given by supply chain sources,The price of 12GB LPDDR5X memory chips used in the iPhone 17 Pro series has skyrocketed from US$25-29 (approximately RMB 205) in early 2025 to more than US$70 (approximately RMB 500), with a premium of up to 230%.
In this regard, industry insiders said that if the chip procurement cost remains at a high level of US$70, Apple will most likely be forced to increase the selling price of the iPhone to pass on the cost.
Given that the iPhone 17 is already on sale, a price increase should be unlikely, but Apple is very likely to weaken its promotion efforts or even stop price cuts.
However, for Apple, the most critical thing now is to take effective countermeasures to ensure the cost advantage of next year’s iPhone 18.
It is reported that Apple’s 2026 flagship model will be equipped with self-developed A20 series chips and C2 5G modem, thereby reducing dependence on external suppliers such as Qualcomm.
This kind of expenditure saved by self-developed core components will effectively offset some of the losses caused by the increase in memory chip prices, but the intensity is certainly not enough.
Supply chain sources revealed,According to the current price increase trend in the storage industry, it will be difficult for memory not to continue to increase significantly. Therefore, for Apple, iPhone 18 is expected to have a considerable price increase, and Android manufacturers will also face the same cost pressure next year.
According to the above-mentioned price increase of 12GB memory, it is a high probability event that the corresponding price of iPhone will increase by 500-1,000 yuan...