Rumor
Apple secures Samsung as primary DRAM supplier for iPhone 17 and iPhone 18
Wednesday, December 17, 2025 at 01:45 PM
Apple has reportedly secured a long-term DRAM supply agreement with Samsung to mitigate rising costs as previous contracts with Samsung and SK hynix expire early next year. Samsung is expected to become the primary supplier, providing 60-70% of the DRAM for the upcoming iPhone 17 and iPhone 18 series.
Context
Apple has finalized a strategic agreement with Samsung to establish the South Korean tech giant as its primary DRAM supplier for the next two generations of smartphones. This deal follows the looming expiration of existing long-term supply contracts with both Samsung and SK Hynix in early 2025. By locking in supply now, Apple aims to mitigate the impact of rising memory costs and ensure production stability for its upcoming flagship devices amid a volatile semiconductor market.
Under the new terms, Samsung is expected to provide 60% to 70% of the total DRAM volume for both the iPhone 17 and iPhone 18 lineups. This move marks a significant shift in the supply chain, positioning Samsung as the dominant vendor over SK Hynix for the immediate future. For investors, this ensures Apple has secured the high-performance memory necessary to power its evolving on-device AI capabilities through 2026 while hedging against potential global shortages.
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