Description
According to Counterpoint Research:
iPhone 18 Pro Max (12GB + 1TB) BOM cost is expected to increase by nearly $300 compared to the iPhone 17 Pro Max.
The biggest cost driver is the surge in DRAM and NAND memory prices, followed by Apple's new 2nm chipset and advanced packaging.
Display costs are expected to decline, while camera costs will increase slightly due to upgraded technology.
Apple is likely to raise prices more on higher-storage variants to offset rising component costs.
Even with an average $200 retail price increase, the iPhone 18 Pro Max is still expected to deliver slightly lower gross margins than the iPhone 17 Pro Max.