https://www.itmedia.co.jp/news/article/2607/27/1260727021/ (1/3 page)

Apple is deepening ties with China’s CXMT, but the move is seen as unlikely to decisively shift memory sourcing power for the iPhone.

Backed by Chinese state support, CXMT has expanded LPDDR4 and DDR4 output and grown into a top-four DRAM maker globally.

However, Apple’s outreach may only serve as a warning to rival memory suppliers, with limited impact on pricing leverage.

As a result, rising component costs and price pressure on future iPhones, including the iPhone 17, may continue.