0-20%: Unlikely – Lacks credible sources
21-40%: Questionable – Some concerns remain
41-60%: Plausible – Reasonable evidence
61-80%: Probable – Strong evidence
81-100%: Highly Likely – Multiple reliable sources
A robust and reliable supply chain doesn’t make Apple immune to DRAM shortages, which is why the company’s executives were previously reported to have booked long-term hotel stays in South Korea in an effort to come to terms with Samsung to secure adequate supply. While the initial shipment for LPDDR5X memory is secure, it comes at a literal cost, as Apple paid the manufacturer far more than Samsung’s intended goal of charging a 60 percent premium. Fortunately, a trillion-dollar entity should have little problem in paying the higher sum, but there’s no confirmation that these cost increases will trickle down to consumers.
At the start of 2025, Apple and other firms requiring 12GB LPDDR5X memory chips were paying an estimated $25-29, but that figure had climbed to $70 by the end of the year. According to Dealsite, the situation has become so dire that the iPhone maker agreed to Samsung’s 100 percent increase in prices, but the report states that the Korean manufacturer had targeted a 60 percent bump but began negotiations with a 100 percent starting point, hoping to reach its intended figure.
Based on the report, the Cupertino giant did more than that, which just goes to show that if Apple is feeling the pressure to secure as much DRAM supply as possible, what could the other companies be experiencing? Fortunately, while we’ve mentioned the trillion-dollar status above, there’s another advantage that Apple has, which helps it offset the rising memory and storage costs: its Services division.
TF International Securities analyst Ming-Chi Kuo has said that the company’s plan should be to absorb the premium slapped on the iPhone 18 as it will give Apple a massive shipments boost during the market chaos, with Services revenue providing ample financial cushion. This specific division brought in $30.013 billion during the fiscal Q1 2026 period, which is an amount that surpasses the revenue generated by the majority of technology companies.
In short, it is a true ‘workhouse’ and a reliable asset, especially when Apple’s other sectors experience a sales slump during the middle quarters. Unfortunately, the iPhone 18 lineup is still reported to undergo a price hike this year, but let us keep our fingers crossed and see what surprises await us.
News Source: Dealsite
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