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$1 billion of iPhone 18 Pro chips 'on the shelves awaiting packaging' due to DRAM shortages — memory shortages reportedly put a wrinkle in Apple's launch plans
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Latest from Tom's Hardware
Apple reportedly has around $1 billion in "processor wafers on the shelves awaiting packaging" amid ongoing memory shortages, putting pressure on the firm as it nears the launch of the iPhone 18.
It's an interesting peek behind the curtain of the current supply chain limitations, which reach beyond simply DRAM chips.
With fully-integrated SoCs across both desktop and mobile, Apple is uniquely vulnerable to supply chain limitations, not only in DRAM supply, but also in packaging capacity to bring together DRAM chips with processor wafers.
According to Culpan, Apple primarily sources DRAM from Micron, with smaller engagements from SK Hynix and Samsung.
Apple reportedly plans to ship around 200 million iPhone 18 units across the lineup throughout the device's lifespan.