Apple Secures Long-Term DRAM Supply Agreements Until H1 2026; Potential Price Hikes for iPhone 18 and Other Products If No New Deal Is Reached

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While Apple has demonstrated an impressive ability to secure supply deals, a recent report indicates that its long-term agreements (LTAs) for DRAM supply are only set for the first half of 2026. As a result, consumers may need to brace themselves for higher costs later on.

Price Hikes on Higher-Storage iPhone 18 Variants Expected

The anticipated increase in mobile DRAM and NAND flash memory prices—expected to rise by 70% and 100% respectively—poses significant negotiation challenges for Apple. Currently, the tech giant is investing around $70 per unit for the 12GB LPDDR5X RAM, reflecting a staggering 230% surge compared to early 2025 prices. Although Apple’s long-term supply negotiation strategy, which often includes overseas engagement, typically yields favorable terms, this time may be an exception.

An insider has revealed that, unlike previous years where Apple secured annual LTAs for memory, the company has only managed to finalize contracts covering the initial half of 2026. While products such as the iPhone 17e and refreshed MacBook Pro models equipped with M5 Pro and M5 Max chips may avoid the impending price hike, the iPhone 18 series, particularly the models with higher storage capacities, could be adversely affected.

Moreover, the upcoming OLED M6 MacBook Pro is also expected to witness significant price adjustments. This could potentially result from transitions in display technology and various enhancements, along with the forecasted increases in DRAM and NAND flash memory costs.

For more information, visit the original news source: ZDNet.

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