Overview
- Jeff Pu’s new supply‑chain note echoes Ming‑Chi Kuo in expecting unchanged starting prices for iPhone 18 Pro and Pro Max at about $1,099 and $1,199.
- Pu reports Apple is negotiating terms with memory suppliers including Samsung and SK Hynix as DRAM and NAND contract prices rise.
- Cost offsets may include adjustments to components such as cameras or displays to balance higher outlays for memory and the 2nm A20 chip.
- On January 29, Tim Cook told analysts memory pricing had not yet impacted Apple but cautioned it would become a problem later this year.
- December reporting indicated Apple boosted Samsung memory orders to lower per‑unit costs, though Pu’s forecasting track record remains mixed.