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Memory Costs Now Make Up Nearly Half Of A Given Smartphone's BOM, But Apple Remains Insulated For Now

Ai • February 11, 2026

Memory Costs Now Make Up Nearly Half Of A Given Smartphone's BOM, But Apple Remains Insulated For Now is drawing significant interest across the industry.

Memory costs are escalating rapidly, and currently constitute nearly half of a given smartphone's BOM. Apple remains relatively insulated.

Experts suggest this could influence future trends and innovation in the sector.

More updates are expected as the story develops.


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