
TrendForce estimates the bill of materials for the 256 GB iPhone 18 Pro will increase by 38% compared to the iPhone 17 Pro, primarily driven by surging memory costs.
Memory now accounts for 34% of the total production cost as of Q3 2026, with projections indicating this share will exceed 40% in the first half of 2027.
Apple is expected to absorb some of these costs by reducing gross margins rather than passing the full increase to consumers, though global smartphone production remains under pressure through 2027.