Apple reportedly accepts Samsung's 1Q27 memory hike, raising the 2027 smartphone cost floor

Apple agreed to a sharp increase in Samsung Electronics' memory prices for smartphones starting in the first quarter of 2027. This will raise the minimum cost of smartphones in 2027 amid price growth driven by the AI boom.

• Apple accepted Samsung's new memory prices from Q1 2027
• Memory price hikes will raise the base cost of smartphones in 2027
• Cause is growing memory demand from AI infrastructure