iPhone 18 Pro, la crisi delle memorie potrebbe ridurre drasticamente i margini di profitto di Apple

Why Is Apple's iPhone 18 Pro 38% More Expensive To Make

iPhone 18 Pro manufacturing cost soars 38% YoY, with memory costs jumping from 9% to 34% of BOM as capacity shifts to AI data centers. Apple's gross margin drops from 49.3% to 46.5%, signaling significant hardware margin pressure industry-wide; memory scarcity is now the structural constraint.