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Apple orders Samsung 12GB LPDDR5X memory for foldable devices at increased price point
Wednesday, February 25, 2026 at 09:37 AM
Apple has reportedly placed orders with Samsung for 12GB LPDDR5X DRAM components intended for a foldable iPhone model. The procurement price for these memory chips is estimated to be double the rate of previous generation orders.
Context
Apple has reportedly secured a deal with Samsung Electronics to supply 12GB LPDDR5X memory modules for its upcoming foldable devices, according to industry sources. This high-performance RAM is essential for supporting on-device AI and the complex multitasking requirements of a foldable interface. However, the agreement comes at a significant cost, with reports indicating a 100% price hike—effectively doubling the cost per unit compared to last year’s memory orders.
This price surge is driven by a global tightening of the memory supply chain as manufacturers like Samsung and SK Hynix prioritize high-margin HBM and AI-focused chips for data centers over consumer mobile DRAM. For investors, this shift highlights Apple's willingness to absorb premium costs to maintain its hardware roadmap despite broader market pressures. Analysts suggest these rising component expenses, which some predict could climb by 130% through 2026, may ultimately impact Apple's hardware margins or lead to higher retail pricing for its first-generation foldable lineup.
Sources (7)
LPDDR5X | DRAM | Samsung Semiconductor GlobalWhy $599 Hardware Is Apple's Biggest AI WinApple warns memory costs are starting to bite as Samsung, SK Hynix prioritise AI chips | ReutersApple Reportedly Agrees to 100% Price Hike on Samsung Memory Chips - MacRumorsApple warns memory costs are starting to bite as Samsung, SK ...Sketchy report claims Apple fell for Samsung negotiating ploy on RAMAI is gobbling up the world’s memory chips, sending smartphone prices to record highs, report says | CNN Business
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