TrendForce estimates the iPhone 18 series BOM for the 256GB model will rise about 38% YoY, driven primarily by higher component costs led by memory. That cost pressure would push retail prices higher; TrendForce says Apple may accept lower gross marg

2026-08-10

TrendForce estimates the iPhone 18 series BOM for the 256GB model will rise about 38% YoY, driven primarily by higher component costs led by memory. That cost pressure would push retail prices higher; TrendForce says Apple may accept lower gross margins to curb price increases and preserve shipments and market share.