Samsung Electronics (005930 KS) and SK Hynix (000660 KS) have reportedly held talks with Apple (AAPL) to raise prices of LPDDR memory used in iPhones; Samsung's proposed hike is over 80%, whilst SK Hynix's is around 100%, reports ZDNET Korea
The reported price hikes for LPDDR memory by Samsung and SK Hynix could significantly impact Apple’s cost structure, thus influencing its profit margins.
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Samsung Electronics (005930 KS) and SK Hynix (000660 KS) have reportedly held talks with Apple (AAPL) to raise prices of LPDDR memory used in iPhones; Samsung's proposed hike is over 80%, whilst SK Hynix's is around 100%, reports ZDNET Korea
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- An industry insider added that prices may increase further in H2.
Such substantial increases—over 80% and 100% respectively—might not only pressure Apple's pricing strategy but also set a precedent for further inflation in the semiconductor space, affecting broader market dynamics. Watch for how this may ripple through tech stocks, especially among those heavily reliant on these components.
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