AAPL · News · 20261104N

Memory Costs and iPhone Supply

Apple Inc. · 2026-11-04 · Importance 45 · Surprise 50

A market summary reported increasing memory and storage costs that may not be offset by Apple’s price increases, potentially weighing on product demand. It also said the foldable iPhone Duo is facing supply shortages, with delivery estimates pushed to January. The same report cited expected December-quarter revenue growth of 7%–10%, driven by new iPhone demand, indicating demand alongside constraints on the new foldable device.

Key facts

• Apple's foldable iPhone Duo was experiencing supply shortages, pushing delivery estimates to January. source
• Apple faced increasing memory and storage costs that may not be offset by price increases, potentially reducing demand. source