Apple is said to be heading into one of its most challenging supply chain phases. According to a report, global memory shortage threatens to increase the cost of future iPhones significantly. The primary culprit is likely to be the memory component, which, historically, accounted for a relatively small portion of smartphone manufacturing costs. However, it may reportedly account for nearly 45 percent of an iPhone's total value by 2027, as demand for AI data centres continues to rise. Memory Crisis Could Reshape iPhone Pricing According to a report, the ongoing memory crunch is fueled by soaring demand from AI infrastructure companies. It has reportedly pushed prices sharply higher. Traditionally, memory has accounted for roughly 10–15 percent of a smartphone's bill of materials (BoM), but analysts have warned that this figure could rise dramatically in the coming years. Some companies may struggle to absorb the rising costs, which could potentially lead to consolidation in the ...
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