TrendForce: for a 256GB iPhone Pro model, Q3 memory costs are forecast to be ~400% higher than a year prior but Apple won't pass on the full cost to customers
THE SO WHAT
A ~400% YoY jump in memory costs that Apple is partially eating shows how much margin room premium devices still have — and how tight the supply picture is for high-density components. Hardware teams without Apple-scale leverage should lock in memory contracts early or design SKUs that can flex capacity without killing unit economics.
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