DRAM pricing will mean more iPhone price hikes in 2027, no relief through 2028
AI-summarised brief · reviewed before publication
Apple has agreed to raise its DRAM cost to $2 per gigabyte for 2027, up from $1.50 today, amid a global shortage driven by AI data‑center demand. The company’s new deal with Samsung will likely force iPhone price hikes in 2027, with a projected $100 increase across the lineup in September. Supply is expected to grow 19.3% versus a 36.2% demand rise, widening the deficit to 13.6% in 2027 and persisting into early 2028.
💡 Why It Matters
- · The price jump signals how AI‑driven memory scarcity is reshaping consumer electronics, forcing premium brands to absorb higher component costs and pass them on to buyers.
- · This trend underscores the broader economic ripple effects of AI infrastructure investment on everyday technology pricing.