Apple Clings to Samsung as RAM Prices Soar

Apple is significantly increasing its reliance on Samsung for iPhone memory as component prices surge, according to The Korea Economic Daily.

Apple is said to be expanding the share of ‌iPhone‌ memory it sources from Samsung due to rapidly rising memory prices. The shift is expected to result in Samsung supplying roughly 60% to 70% of the low-power DRAM used in the iPhone 17, compared with a more even split with SK Hynix in previous generations, with Micron also participating as a smaller supplier.

The change is occurring against a backdrop of tightening supply in the global memory market. The ‌iPhone‌ relies on low-power double data rate memory (LPDDR), which is optimized for energy efficiency and thermal performance in mobile devices. While Samsung, SK Hynix, and Micron all manufacture LPDDR at scale, industry sources report that SK Hynix and Micron have increasingly redirected production capacity toward high-bandwidth memory (HBM), which is in high demand for artificial intelligence accelerators and data center hardware. As a result, their available capacity for mobile-focused LPDDR has become heavily constrained.

By contrast, Samsung has apparently maintained substantial production of general-purpose and mobile DRAM, allowing it to meet Apple's requirement for extremely large and predictable volumes. Samsung is said to be the only company that can meet Apple's conditions in a situation where SK Hynix seems to be focused on HBM.

According to the report, Apple's hardware is particularly sensitive to momentary voltage spikes, which are not well accommodated by its latest chips, including the A19 and A19 Pro. This places additional pressure on memory suppliers to deliver components that perform identically across very large production runs.

The price of a 12GB LPDDR5X module, the likes of which are used in the iPhone Air and iPhone 17 Pro, has risen sharply from around $30 at the beginning of 2025 to roughly $70 today. Apple's scale and long-standing practice of negotiating multi-year supply agreements typically provide some insulation from short-term price volatility, but the magnitude of the increase has made supplier reliability and volume commitments more important. Concentrating a much larger share of orders with Samsung should allow Apple to secure more predictable deliveries and potentially benefit from economies of scale, even as overall component costs rise.Tag: SamsungThis article, "Apple Clings to Samsung as RAM Prices Soar" first appeared on MacRumors.comDiscuss this article in our forums