NuAxiSemiconductor trade intelligence
📱 Memory price hikes hit iPhone 18 Pro costs: 256GB BOM is estimated to rise 38% YoY, with memory exceeding 40% of BOM in 1H27.💡#TrendForce on A...
What happened
TrendForce estimates iPhone 18 Pro BOM costs will rise 38% YoY driven by memory price hikes, with memory now exceeding 40% of the total bill of materials. This significant cost increase suggests Apple will face margin pressure or pass costs to consumers.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
DRAMNAND Flash
AppleTrendForce
price-hikebom-costiphone-18
Source and time
Source: TrendForce Official (Market Data) · 8/10/2026 · View original source
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