Updated
Updated · The Indian Express · Jul 15
iPhone 18 Pro Max BOM May Jump $300 as Global Memory Shortage Lifts Apple Costs
Updated
Updated · The Indian Express · Jul 15

iPhone 18 Pro Max BOM May Jump $300 as Global Memory Shortage Lifts Apple Costs

3 articles · Updated · The Indian Express · Jul 15

Summary

  • Counterpoint Research estimates the iPhone 18 Pro Max bill of materials could rise by as much as $300 versus last year's iPhone 17 Pro Max, or about Rs 28,717 for the 1TB model.
  • AI-driven demand for memory in data centers has tightened global supply, pushing up component costs that analysts say could feed into higher iPhone prices at Apple's September launch.
  • Apple has already raised prices on iPads, Macs and home devices by roughly 18% to nearly 33%, reinforcing expectations that the next iPhone lineup may also get costlier.
  • India could feel the squeeze sharply, with higher EMIs and weak wage growth threatening demand even as the iPhone has become the country's top-selling premium smartphone.

Insights

Can Apple's 'Make in India' strategy shield consumers from the impending iPhone 18 global price surge?
Beyond the record price tag, what hidden subscription costs will the new AI-powered iPhone 18 bring?
As AI's hunger for chips drives up costs, will smartphones become an unaffordable luxury for many?