Apple PCB Suppliers Keep 2026 iPhone 18 Buildup Schedule Despite Memory Cost Surge
AAPL•Sharp DRAM and NAND price increases in Q2 have driven up costs for Apple’s iPhone 18 PCB suppliers, squeezing margins across the chain. Despite this, Apple’s 2026 order pull-in schedule for printed circuit boards remains on track as initially planned, supporting planned iPhone 18 production volumes.
1. Memory Price Hikes Pressurize PCB Suppliers
Rising DRAM and NAND prices in Q2 drove up costs for PCB makers tied to the iPhone 18, squeezing margins across the chain.
2. Apple Maintains 2026 PCB Order Pull-In Schedule
Despite cost pressure, Apple’s 2026 order pull-in schedule for printed circuit boards remains on track as initially planned, supporting planned iPhone 18 production volumes.
