Sources: Apple told some suppliers to cut iPhone 18 Pro and Pro Max component production by 15%-20% as higher memory costs pushed up prices and hurt demand
THE SO WHAT
A 15–20% production cut on Apple’s flagship phones tied to higher memory costs is a reminder that BOM inflation can break even premium demand. Hardware and device builders should stress-test pricing power against component volatility—especially for AI-heavy SKUs with large memory footprints.
READ THE SOURCE
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