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DRAM Shortage Threatens iPhone 17, Prices Set to Surge

12/24/2025

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Summary

Story summary

The DRAM shortage constrains Apple’s iPhone 17 and could affect the iPhone 18.
The price of 12GB LPDDR5X RAM rose to $70, up from $25–$29.
Samsung now supplies 60–70% of the iPhone 17 series' memory, while SK Hynix and Micron focus on AI memory.
The DRAM shortage is expected to last until Q4 2027 and may drive price increases for the iPhone 18, despite Apple's large shipment.

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Story summary

The DRAM shortage constrains Apple’s iPhone 17 and could affect the iPhone 18.
The price of 12GB LPDDR5X RAM rose to $70, up from $25–$29.
Samsung now supplies 60–70% of the iPhone 17 series' memory, while SK Hynix and Micron focus on AI memory.
The DRAM shortage is expected to last until Q4 2027 and may drive price increases for the iPhone 18, despite Apple's large shipment.