TrendForce: Apple iPhone 18 Pro memory procurement costs surge 400%, estimated price increase of 10%-20%
Summary
TrendForce reports that Apple's iPhone 18 Pro memory costs have surged nearly 400% year-over-year, putting significant pressure on the overall bill of materials, and new models are expected to see price increases of 10%-20%. Additionally, Apple will adjust its product release cadence, launching high-end models in the fall, including its first foldable iPhone 18 Fold, with a starting price estimated between $2,099 and $2,299.
Bubble analysis
This news shows that AI-driven memory demand (such as 2nm chips for on-device AI) is pushing up component costs, leading to price increases in consumer electronics. This reflects the real impact of the AI boom on supply chains, but it is not direct evidence of an AI investment bubble, as it is a cost pass-through rather than a capex or valuation issue.
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