Apple Faces iPhone 18 Pro Supply Chain Woes Amid DRAM Shortage
The iPhone 18 Pro series is expected to launch on September 9, but there are concerns about supply chain issues. Analysts warn that Apple may not have enough stock to meet initial demand due to a shortage of DRAM chips from TSMC.
According to reports, the A20 Pro chips used in the iPhone 18 Pro series require DRAM to be integrated at the wafer level, which can't be added later. This has led to concerns about Apple's ability to fulfill initial orders and meet retail inventory levels.
Meanwhile, Apple is exploring alternative memory sources, including China's CXMT. However, this would require Apple to comply with US regulations or seek an exemption, as federal rules currently prevent U.S. companies from transferring technology to CXMT.
The latest iOS 27 beta release reveals details about unreleased iPhone models, including the iPhone 18 family and iPhone Ultra. This suggests that these devices will be announced at the upcoming launch event on September 9.