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The great memory panic of 2026
Apple could exploit a projected 2026 memory shortage, pushing device bill of materials from 15% to 40% for rivals, potentially eliminating marginal competitors and increasing its market share.
What: Analyst Horace Dediu discusses a "Great Memory Panic of 2026" where memory prices could drastically increase as a component cost for devices. Apple, with its large scale and negotiating power, might leverage this cyclical shortage to secure memory supply, possibly leading to a low-end iPhone priced at $499 while competitors struggle at $800.
Why it matters: This scenario highlights how large tech giants like Apple can strategically use their immense scale and financial power to not just navigate supply chain disruptions but also to consolidate market share, potentially through aggressive pricing strategies that smaller competitors cannot match.
Decoder
- Bill of materials (BOM): A comprehensive list of raw materials, components, and instructions needed to manufacture a product.
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