In response to the escalating memory requirements spurred by the AI features integrated into the iPhone 18 series, Apple has reached out to Samsung, requesting the supply of roughly 13 million LPDDR5X memory chips in the second quarter of 2026. Samsung's cutting-edge process capacity and impressive yield rates have successfully won over Apple. As a result, Apple is likely to secure the lion's share of Samsung's 1b-process DRAM capacity for its orders. Apple's strategic decision is driven by the need to fulfill the demand for high-performance yet low-power memory to support on-device AI functions. It is anticipated that the memory of the iPhone 18 standard version will see a significant upgrade, jumping from 8GB to 12GB. Launched in 2024, Samsung's LPDDR5X memory is available in 12GB and 16GB variants. Its slimmer design plays a crucial role in enhancing the device's heat dissipation capabilities. A Samsung insider has verified that the yield rate for the 1b-process DRAM has reached a stable state.
