DRAM shortages are set to impact smartphone manufacturers like Apple in 2026, but the company is going to try to keep iPhone 18 prices steady despite having to pay more for components, according to Apple analyst Ming-Chi Kuo.

Apple will try to avoid raising iPhone 18 prices “as much as possible” in the face of a global memory shortage, according to a report from supply chain analyst Ming-Chi Kuo. According to Kuo, Apple plans to “absorb the costs” of rising RAM prices, while at least keeping the iPhone 18’s starting price steady.

Rising memory prices threaten smartphone costs in 2026, but Apple could shield the iPhone 18 lineup by absorbing component hikes to stay competitive.

Apple Inc. iPhone 17 launch boosts revenue and China share, but rising memory costs may hit margins from FY26. Click for this AAPL earnings update.

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Apple has announced that its installed base has surpassed 2.5 billion active devices worldwide, underscoring the scale of its global ecosystem.