The $799 Gamble: Apple Absorbs Memory Costs to Freeze iPhone 18 Prices
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Analyst Ming-Chi Kuo reports that Apple is navigating surging NAND flash prices by leveraging quarterly renegotiations with suppliers, maintaining entry-level iPhone 18 pricing to gain market share, and absorbing margin pressures with its services ecosystem. Despite industry-wide volatility and component shortages driven by AI server demand, Apple’s procurement strength helps secure supply, though higher-tier models may still face pricing uncertainty.
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