Ming-Chi Kuo, an analyst at TF International Securities, forecasts that pricing for iPhone memory will transition to quarterly negotiations. He also anticipates another price hike in the second quarter of 2026, with the magnitude likely mirroring that of the first quarter’s increase. Apple’s pricing approach for the upcoming iPhone 18, slated for release in the latter half of 2026, is to “minimize price increases wherever feasible,” ensuring at least that the starting price remains constant to bolster marketing efforts. Apple acknowledges that, apart from memory and T-glass, other components could also encounter supply shortages owing to the influence of the AI server sector.
