Apple is facing a new supply challenge just weeks before the expected launch of the iPhone 18 series. According to recent reports, the company is running short on DRAM memory and is looking for additional suppliers to avoid delays.
The reports claim Apple approached Chinese memory maker CXMT to secure more DRAM chips. However, the move is not as simple as placing an order because CXMT is on the U.S. trade blacklist.
As a result, Apple must first receive approval from the U.S. government before it can buy DRAM from CXMT. The Chinese company already supplies memory chips to Xiaomi and several other Chinese smartphone brands. However, U.S. companies need special permission to do business with it.
Even if Apple receives approval, another issue remains. Reports say Apple also requested lower DRAM prices from CXMT, but the company did not agree. Instead, CXMT reportedly offered Apple the same pricing it charges its major DRAM customers. These include Micron, SK Hynix, and Samsung.
The pricing decision makes sense from CXMT’s position. The company currently holds the stronger negotiating position because Apple urgently needs more memory chips for its upcoming devices. At the same time, CXMT already has long-term supply agreements with major Chinese companies, including Xiaomi and Huawei.
The additional DRAM is expected to support Apple’s next generation of smartphones. These include the iPhone 18 lineup and the company’s first foldable iPhone, which is widely rumored to launch as the iPhone Ultra.
For now, Apple faces two major hurdles. First, it must obtain approval from the U.S. government to purchase DRAM from CXMT. After that, the company may also have to accept higher prices than it originally hoped to pay if it wants to secure enough memory chips before the iPhone 18 launch.
