Overview
- Industry reports say Samsung now accounts for roughly 60% to 70% of LPDDR5X for the iPhone 17, with Apple also requesting large volumes for the forthcoming iPhone 18.
- SK Hynix and Micron have redirected capacity to high‑bandwidth memory for AI and data centers, tightening availability of mobile DRAM.
- The price of a 12GB LPDDR5X module has climbed to about $70 from roughly $30 earlier in 2025, raising component costs across devices.
- Samsung is described as the only supplier able to meet Apple’s stricter‑than‑JEDEC requirements at scale, with 0.65mm modules that offer improved thermal resistance and lower power use.
- Concentrating orders with Samsung reduces supplier diversity but is intended to lock in predictable deliveries as supply and pricing pressures extend into 2026.