iPhone 18 Pro

Headlines · 2

1. 5d
   AI Memory Demand Puts Pressure on Apple’s Supply Chain

   A TMTPost analysis cites a Chinese internet report that Apple sought a lower LPDDR5X price from ChangXin Storage but was refused. The article presents the claim as the backdrop for a broader shift in Apple’s supply-chain position as AI infrastructure absorbs memory capacity. Citing TrendForce, it says LPDDR5X contract prices rose 78% to 83% in the second quarter as manufacturers shifted production toward HBM and other server products. It also cites Ming-Chi Kuo’s forecast that tight LPDDR supply could reduce Apple’s A20 chip supply by 10% to 20%, and TrendForce’s estimate that storage could account for about 34% of iPhone 18 Pro material costs.

   钛媒体 · 🔥 0
2. Oct 18
   J.P. Morgan: TSMC targets H1 2028 for 1.4nm mass production, Apple A22 Pro may follow

   J.P. Morgan analysts expect TSMC to begin mass production of its next-generation A14 (1.4nm) node in the first half of 2028, with pilot production in Q3 2027 across four fabs, according to reports from TechNews and Wccftech. The note raises the likelihood that Apple's flagship iPhones adopt A14 silicon in the second half of 2028; Wccftech says Apple may introduce an A22 Pro on the node, while IT之家 reports Apple plans to spend heavily to lock in early capacity. Neither Apple nor TSMC has confirmed a capacity reservation, and the estimated wafer cost of about $45,000 is an analyst projection.

   科技新报 · 🔥 0

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