Source link : https://tech365.info/john-ternus-first-main-problem-is-coping-with-quadrupled-iphone-reminiscence-costs/
John Ternus faces a turbulent begin to his tenure as Apple CEO, together with huge RAM pricing spikes that may influence the autumn iPhone launch. With continued strain to fabricate within the U.S, provide chain adjustments might be on the best way.
The arrival of John Ternus as Apple CEO in September shall be an enormous occasion for Apple, however it’s going to additionally embrace some powerful early selections. Some that may have an effect on how Apple’s huge provide chain operates sooner or later.
At current, Apple is coping with the industry-wide downside of reminiscence pricing, with RAM skyrocketing in price and affecting the worth of electronics basically. To this point, Apple has managed to insulate itself from the issue by means of strategic contracts with suppliers, but it surely will not final perpetually.
In line with executives, provide chain consultants, and analysts chatting with the Monetary Occasions, Ternus can have some main choices shortly after the CEO transition. A few of these choices may be made earlier than he takes the function, forcing him to keep up or change relying on his plans for the corporate.
The reminiscence pricing challenge is an enormous downside, with analysts believing the surges may elevate the element price considerably. Presently, reminiscence accounts for a ten p.c share within the invoice of supplies for an iPhone, however that’s anticipated to be 45 p.c by the tip of 2026.
RAM is beneath strain due to AI…
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Author : tech365
Publish date : 2026-05-02 14:13:00
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