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TrendForce estimates that the invoice of supplies (BOM) value for the 256 GB iPhone 18 Professional will rise by round 38% in comparison with the iPhone 17 Professional, pushed nearly fully by reminiscence pricing. The analysis agency’s evaluation reveals reminiscence’s share of complete BOM value climbing from about 10% a yr in the past to roughly 34% in Q3 2026, with an extra rise previous 40% projected for the primary half of 2027. Reminiscence has now overtaken the applying processor and show as the only largest value element, a reversal from prior generations.
TrendForce expects Apple to soak up a part of this enhance by reducing into its gross margin fairly than passing the complete value onto patrons, following the pricing method it used for current MacBook launches. The agency additionally suggests Apple might increase costs on older iPhone fashions nonetheless in its lineup to assist offset the upper reminiscence prices throughout the portfolio.
The report frames Apple as comparatively insulated in comparison with Android distributors. TrendForce argues that manufacturers with thinner margins, notably within the entry-level and mid-range segments, have far much less room to soak up the identical value stress. With reminiscence costs up 5 to sevenfold since early 2025, some distributors might have to boost costs sharply or drop product traces which have develop into unprofitable. TrendForce expects world smartphone manufacturing to remain underneath stress from the second half of 2026 by way of 2027 consequently.
Be aware that these are TrendForce’s provide chain value estimates and projections, not confirmed pricing from Apple. Last retail costs and specs for the iPhone 18 Professional could differ as soon as Apple makes an official announcement, anticipated round September 2026.
As a substitute of sports activities, I spent my college years buried in researching about the whole lot tech, trying into chips and specs as a substitute of doing no matter regular youngsters did. I’m now writing for NotebookCheck, hoping that analysis lastly reaches extra individuals than simply me and a textual content file.
