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iPhone 18 Pro and Foldable iPhone Could Sell Out Fast Due to Memory Shortage
Apple faces potential supply issues for the iPhone 18 Pro, Pro Max, and foldable Ultra models as a DRAM shortage hampers production. Semiconductors are in demand from AI data centers, leaving limited DRAM capacity for consumer electronics. While Apple anticipates initial demand to be met, delays may lead to prolonged wait times and sellouts during the preorder phase. Price increases, up to $300, are expected as a result of increased manufacturing costs.
MonitorConfidence: HighShort term horizonSupply chain risk: High
Published 7 Aug 2026, 00:45 UTC2 min read
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Summary
TL;DR
- DRAM shortage could delay production of iPhone 18 models
- Foldable iPhone Ultra might have the most limited availability
- Apple may increase prices on iPhone 18 Pro and Pro Max
- Retail inventory is likely to sell quickly, leading to long delivery times
- Previous iPhone models faced similar preorder sellouts
Interesting facts
- Apple's new A20 Pro chips utilize advanced packaging technologies.
- TSMC has a backlog of $1 billion worth of processors waiting for memory chips.
- The foldable iPhone Ultra could be priced as high as $2,500.