When industry analysts begin reporting that Apple is aggressively securing DRAM chips, it’s wise to take notice. This observation has been echoed across multiple sources, drawing attention to Apple’s substantial acquisition strategy in the memory market.
Goldman Sachs Evaluates Apple’s DRAM Acquisition Strategy
Recent insights from Goldman Sachs analyst Michael Ng indicate a relatively positive outlook on how Apple’s extensive DRAM procurement may impact its profit margins. Unlike other analysts who have raised concerns, Ng posits that fears surrounding potential margin compression are possibly exaggerated.
Earlier in April, we highlighted supply chain whispers suggesting Apple was purchasing “all available mobile DRAM on the market”to hinder competitors’ access to essential memory resources. This strategy appears to align with Apple’s ambitious target of shipping 240 million iPhones in the near future, a figure noted by Daishin Securities in their recent evaluations.
$AAPL | 𝐀𝐩𝐩𝐥𝐞: Goldman Sachs reiterates 𝐁𝐮𝐲, maintains 𝐏𝐓 𝐚𝐭 $𝟑𝟑𝟎. Analyst sees margin concerns overblown despite DRAM surge, with iPhone strength, Services growth, and AI roadmap driving upside.pic.twitter.com/fF1Z3Uf0Yx
— Hardik Shah (@AIStockSavvy) April 20, 2026
According to Ng, despite the heightened demand for mobile DRAM, Apple is likely to experience substantial revenue growth across its iPhone and Mac product lines. He attributes this robust performance, in part, to a flourishing ecosystem of services including iCloud+, AppleCare+, and advertisement revenues stemming from platforms like the App Store and Apple Maps.
To grasp the scale of Apple’s memory needs, one might consider that the company is expected to utilize an astounding 2.4 exabytes of LPDDR5 memory for iPhones alone in the current year. This staggering figure underscores the company’s vast influence and requirements within the semiconductor industry.
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