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Apple Is Facing A Shift It Never Encountered In Its Two-Decade History; Meeting Customers Wanting The Same LPDDR Memory, But At Higher Margins

News Snapshot:

The negotiation tactics of Apple were infamous in the industry, largely due to the company’s size and influence amongst supply chain partners, of being able to lock in massive deals by pre-paying sums that other rivals could only manage to fork over a fraction of. Now, the tides have turned, and the Cupertino giant has to deal with customers paying higher sums for LPDDR memory while ordering higher volumes. LPDDR5X SOCAMM2 memory has become a favorite purchase for AI players, effectively eroding Apple’s power Memory buyers like NVIDIA, Micron, AMD, Qualcomm, and others are able to order substantial volumes of…

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