[Samsung Electronics and SK Hynix Reportedly in Talks with Apple to Significantly Increase LPDDR Memory Prices for iPhones] Industry sources reveal that Samsung Electronics and SK Hynix have negotiated with Apple to significantly increase the price of LPDDR memory used in iPhones. Recently, the massive investments in AI infrastructure by major global internet giants and startups have driven a surge in DRAM demand, leading to a sharp rise in the price of memory products such as LPDDR5. At the same time, major DRAM manufacturers are shifting significant production capacity to HBM (High Bandwidth Memory), a technology specifically designed for AI, further exacerbating the shortage of consumer-grade DRAM. Against this backdrop, Samsung Electronics and SK Hynix have chosen to negotiate with Apple to significantly increase the price of LPDDR memory supplied for iPhones in the first quarter of this year. Specifically, Samsung Electronics' increase is over 80%, while SK Hynix's is close to 100%.
