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DigiTimes
Apple iPhone 18 Pro Max BOM could jump US$300 as memory costs soar
According to new estimates from Counterpoint Research, the anticipated Bill of Materials (BOM) for the iPhone 18 Pro Max is projected to be nearly $300 higher than that of the iPhone 17 Pro Max. This increase is largely attributed to soaring memory costs, which have been impacted by ongoing supply chain issues and increased demand for advanced memory technologies. Such a significant rise in BOM can have broader implications for pricing strategies and profitability for Apple, potentially leading to higher retail prices for consumers.
MonitorConfidence: MediumShort term horizon
Published 10 Jul 2026, 10:20 UTC1 min read
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Summary
TL;DR
- iPhone 18 Pro Max BOM could rise by $300.
- Increase is primarily due to soaring memory costs.
- Counterpoint Research provided these estimates.
- The rise in BOM may influence retail pricing.
- Challenges in memory supply chain continue.
Interesting facts
- This increase showcases the impact of the global semiconductor shortage.
- Higher BOM costs could impact Apple's margins and consumer prices.
- Memory costs have been a volatile factor in smartphone production.