The surge in demand for AI technologies has created a significant shortage of memory components, which is now affecting major companies, including Apple.
CEO Tim Cook indicated that price increases are 'unavoidable' as the memory situation becomes 'unsustainable.' Analysts suggest that Apple may raise prices on its premium devices, such as the iPhone Pro and Pro Max, by approximately $100, while potentially leaving lower-end models unchanged.
This shortage is largely attributed to the dominance of AI chips produced by Nvidia, which consume a disproportionate amount of memory resources. As a result, Apple may leverage its financial strength to secure more memory supply, but the overall capacity constraints from suppliers like Micron, SK Hynix, and Samsung could take years to resolve.
Furthermore, the memory crisis presents an opportunity for Apple to capture market share from Android manufacturers, who may struggle with rising costs or reduced specifications. Overall, the situation underscores the interconnectedness of the tech supply chain and the challenges posed by rapid advancements in AI