"Storage surge" is fundamentally reshaping the bill of materials structure for hardware manufacturers
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The storage market has entered a "super bull market," with price increases exceeding the historical peak of 2018. Driven by demand from artificial intelligence and servers, suppliers' pricing power has reached an all-time high. It is expected that memory prices will rise by 40%-50% in the fourth quarter of 2025, followed by another increase of 40%-50% in the first quarter of 2026, and approximately 20% in the second quarter. The impact of memory on the bill of materials for the iPhone 17 Pro Max is significant, with an expected share exceeding 20%
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