Apple to absorb RAM crisis costs for iPhone 18 unlike Samsung

New reports indicate that Apple plans to absorb the costs of a RAM crisis for its upcoming iPhone 18, potentially making it more affordable than Samsung's Galaxy S26. This strategy contrasts with Samsung's approach, highlighting different corporate responses to supply chain challenges. The information emerges from recent industry analysis.

Reports suggest that the iPhone 18 could offer better value compared to the Galaxy S26 due to Apple's decision to handle the financial impact of a RAM shortage internally. Unlike Samsung, which may pass on these costs to consumers, Apple aims to maintain pricing stability for its flagship device.

This divergence in strategies underscores varying priorities between the two tech giants amid global semiconductor issues. The RAM crisis, affecting memory chip production, has been a persistent challenge for smartphone manufacturers. By absorbing the costs, Apple positions the iPhone 18 as a potentially more attractive option in the premium market.

Industry observers describe this as 'a tale of two strategies,' reflecting Apple's focus on customer pricing versus Samsung's potential reliance on price adjustments. No specific pricing details or timelines for the devices have been confirmed in the reports, but the approach could influence market dynamics when the phones launch in the coming years.

The reports were published on January 29, 2026, providing early insights into how companies are navigating supply chain disruptions.

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HP executives highlight surging RAM costs to 35% of PC bill of materials due to AI demand during earnings call.
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HP reports RAM costs now at 35 percent of PC bill of materials

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During its Q1 2026 earnings call, HP executives revealed that RAM now represents 35 percent of the company's PC costs, up from 15 to 18 percent last quarter. The surge is attributed to AI-driven demand straining memory supplies. HP anticipates further price volatility and plans to raise PC prices in response.

The smartphone market grew 1.9% in 2025 despite tariffs and economic pressures, with Apple and Samsung capturing 39% of global shipments. Premium devices drove the gains, but a looming RAM shortage threatens higher prices in 2026. Industry experts warn of potential market contraction unless supply issues ease.

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Engineers have achieved breakthroughs in a crease-free design for Apple's first foldable iPhone, with pre-mass production underway for a potential September 2026 release. The device could cost up to $2,399, making it the priciest foldable smartphone available. Rising component prices, including a 75% increase in RAM, are driving the high cost.

An analyst firm warns of an 'unprecedented and record-breaking surge' in RAM prices, following recent doublings reported in January. A major PC maker has echoed the concerns with its own alerts, heightening worries in the computing sector.

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Nintendo president Shuntaro Furukawa has stated that the company is closely watching rising RAM prices and tariffs, which could potentially affect the Nintendo Switch 2's pricing. In a recent interview, Furukawa emphasized that there is no immediate impact on earnings but the situation requires ongoing attention. The executive outlined Nintendo's strategy to mitigate these economic pressures through long-term planning.

Notebook makers worldwide may face higher laptop prices this year due to RAM shortages and rising CPU costs. These component price increases are squeezing manufacturers, according to TechRadar, and are unrelated to Apple's MacBook Neo.

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Apple's anticipated iPhone 17E, successor to the iPhone 16E, is rumored to incorporate upgrades like the A19 processor and MagSafe support while maintaining a $599 starting price. Reports suggest a possible launch in early 2026, potentially at an Apple event in March. These enhancements could make the budget model more appealing by borrowing elements from higher-end iPhones.

 

 

 

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