Counterpoint Research data released on the 13th show the bill of materials for a
12GB/1TB iPhone 18 Pro Max is expected to rise by about $300 versus the prior
generation, driven mainly by higher memory prices. Adoption of a 2nm SoC and
advanced packaging are also cited as significant cost drivers; camera module
costs are forecast to rise slightly while display and some components should
decline, partially offsetting the overall increase.
