Apple faces DRAM shortages and price hikes for future devices

Apple has secured long-term DRAM supply agreements only through the first half of 2026, potentially leading to higher prices for its future devices. According to sources, deals with key suppliers Samsung and SK hynix do not cover the second half of the year, creating significant risks for the iPhone 18 lineup and other products launching later.

The situation is worsened by a sharp increase in memory prices. Mobile DRAM is expected to rise by about 70%, while NAND flash memory could nearly double. Reports indicate Apple is already paying around $70 per 12GB LPDDR5X module, a 230% jump from early 2025. Even with its traditionally strong bargaining position, the company’s ability to control cost increases appears limited.

Sources note that Apple typically signs annual memory supply contracts, but this time negotiations resulted in only partial success. Devices launching in the first half of 2026, including the iPhone 17e and updated MacBook Pro models with M5 Pro and M5 Max chips, are likely shielded from sharp price hikes. In contrast, the iPhone 18 series, especially higher-memory versions, could see noticeable price increases.

Also at risk of becoming more expensive is the redesigned OLED MacBook Pro with an M6 chip, which may already cost more due to the shift from mini-LED and other design changes. Overall, 2026 looks challenging for electronics makers and consumers, with planned tech upgrades likely to strain budgets.