Due to the shortage of memory and rising prices, Apple, which has always been a duck to water in terms of procurement, is now anxious. Even Micron dares to come out to attack Apple, and Apple is also constantly taking actions and is lobbying the United States to release the blockade of Chinese memory manufacturers. Apple's purchase of memory (and probably flash memory chips) from Chinese companies has become a major focus in the industry. Various analyzes have been conducted, but not everyone is optimistic about Apple.The opinion given by investment banks on Wall Street is that Apple’s purchase of Changxin Memory is more of a negotiation strategy to lower prices.
They believe that Apple is unlikely to meaningfully purchase Changxin's memory for three reasons. The first is U.S. policy restrictions, the second is that technical indicators do not meet Apple's requirements, and the third is patent risks. Companies such as Samsung, Hynix, and Micron hold key IP patents, and there may be legal risks after using them.
The report believes that Apple's drunkard is not interested in wine, but actually wants to use this news to gain a negotiating advantage and use it as a bargaining chip. When Apple negotiates contract prices from the second half of 2026 to 2027 with the three major memory giants in the United States and South Korea (Samsung, Hynix, and Micron),The existence of Changxin will be used by Apple to put pressure on Apple to obtain a lower purchase price.
Generally speaking, Wall Street in the United States is not very optimistic about Apple's purchase of Changxin Memory. Even if it purchases it, the quantity will not be large.It may be for the low-end iPhone 18e mobile phone.
Relevant to the previous situation, Apple's iPhones using domestically produced memory should also be oriented to the Chinese market in the future, and it is basically impossible to sell them to the US market.
