3 weeks ago
Apple scrambles to secure memory chips for iPhone 18 Pro
Apple is working on new phones called the iPhone 18 Pro and other new models.
Phones need special parts called memory chips to work.
Right now, there are not enough of these chips for everyone, which is called a shortage.
Because of the shortage, Apple may not be able to make its new phones as fast as planned.
Apple already has lots of brain chips, called processors, ready to go, but they cannot be used until the memory chips arrive.
A company called TSMC is building new processors for the iPhone, but those processors still need memory chips to finish the phones.
Apple's boss, Tim Cook, said the supply chain is having a hard time.
Apple already raised prices on products like iPads and MacBooks, so new iPhones might cost more too.
The first new iPhones might still be ready for people who order early, but some customers may have to wait longer.
Semiconductor analyst Tim Culpan says memory chip shortages are slowing Apple's production plans.
Apple reportedly holds about $1 billion worth of unpackaged processors that cannot be used until DRAM memory chip demands are met.
Apple and its suppliers expect to meet initial demand for the iPhone 18 Pro, but supplies may tighten after launch.
The articles disagree on Apple's second upcoming device: Article 1 cites the iPhone Fold, while Article 2 cites the iPhone Ultra.
Apple CEO Tim Cook acknowledged 'very significant constraints' in the supply chain, and price hikes are expected for iPhone 17 and iPhone 18 Pro models.
- Who
- Apple, Apple CEO Tim Cook, semiconductor analyst Tim Culpan, chipmaker TSMC, and manufacturers Foxconn and BYD.
- What
- A DRAM memory chip shortage is slowing production of the iPhone 18 Pro and could cause supply tightness and price increases.
- Where
- Not explicitly stated; involves Apple's global supply chain, including TSMC and manufacturers Foxconn and BYD.
- When
- Not explicitly stated; Apple is preparing to launch the iPhone 18 Pro, and one article notes Apple could launch new products next month.
- Why
- Memory chip shortages have constrained Apple's supply chain and delayed the DRAM needed to complete its devices.
Key facts
- Affected products
- iPhone 18 Pro and iPhone Fold (Article 1); Article 2 names the iPhone Ultra; price hikes expected for iPhone 17 and iPhone 18 Pro
- Issue
- DRAM memory chip shortage
- Stockpiled processors
- Around $1 billion worth of unpackaged processors
- Expected processor
- A20 Pro based on TSMC's 2nm (N2) process
- Manufacturers
- Foxconn, BYD
- Apple CEO
- Tim Cook
- CEO quote
- Some very significant constraints currently, with limited flexibility in the supply chain
- Analyst
- Tim Culpan
Quotes
Tim Cook
Apple CEO
“Seeing some very significant constraints currently, with limited flexibility in the supply chain.”
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