While the production crisis between the USA and China continues, this situation has begun to affect technology companies significantly. It seems that Apple will have to change the RAM supplier for iPhone models sold in China in this process.
Samsung will produce RAM for iPhone 15 models
Following pressure from the US, Apple will procure RAM from Samsung instead of local supplier YMTC in iPhone models to be produced for the Chinese market. Apple has not yet purchased RAM from Yangtse Memory Technologies Co (YMTC).
Apple was planning to buy 128-layer NAND chips from YMTC for use in the iPhone. The fact that the chips were at least 20 percent cheaper, despite being one or two generations behind the variants produced by Micron and Samsung, made YMTC products stand out for Apple.
In October 2022, news surfaced that Apple had stopped its plans to buy from YMTC. Now, it has been learned that Apple has “silently suspended” plans with YMTC and they have started negotiations to procure RAM from Samsung Electronics.
It is believed that Samsung NAND chips will be introduced starting with the iPhone models that will be available in China in 2023. This means that we will see Samsung signed RAMs for the iPhone 15 series. At the same time, it is possible for Apple to include these RAMs in the production of the iPhone 14.
This isn’t the first time Samsung has supplied components for the iPhone. The company, which previously offered processors for the iPhone and iPad, has also produced RAM for various Apple models and displays for the iPhone 14 Pro in the last 20 years.
The US administration plans to eliminate its supply chain with Chinese companies due to national security issues. The last example of this was Apple’s supplier YMTC. So what do you think about Apple’s collaboration with Samsung, its biggest rival in the smartphone market, on the production of the iPhone 15? You can share your views with us in the comments section.