[SMM Tin Express: Samsung Electronics and SK Hynix Reportedly Negotiate with Apple to Significantly Raise LPDDR Memory Prices for iPhones]

Published: Jan 28, 2026 09:00

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According to industry sources, Samsung Electronics and SK Hynix have engaged in negotiations with Apple and decided to significantly raise the price of LPDDR memory used in iPhones. Recently, massive investments in AI infrastructure by global internet giants and startups have driven a surge in DRAM demand, leading to substantial price increases for memory products such as LPDDR5. At the same time, major DRAM producers are shifting a large portion of their capacity to HBM (High Bandwidth Memory) dedicated to AI applications, further exacerbating the shortage of consumer-grade DRAM. Against this backdrop, Samsung Electronics and SK Hynix chose to negotiate with Apple and significantly raised the price of LPDDR memory supplied for iPhones in Q1 of this year. Specifically, Samsung Electronics increased prices by more than 80%, while SK Hynix approached 100%.

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