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According to well-known insider Jukan, Apple has decided to implement an aggressive mobile RAM procurement strategy in 2026. The company believes that this approach will help it bypass all possible competitors.
Main theses:
- Apple is ready to “strangle” competitors in every possible way.
- The company may even start purchasing memory from Chinese YMTC and CXMT.
What is known about Apple's new plan
According to an insider, the company's key goal right now is to provoke an artificial shortage of mobile RAM.
In fact, this will make it possible to limit competitors' access to critical components.
If the Apple team can really implement its insidious plan, other smartphone manufacturers will have serious problems in the process of releasing their devices.
This strategy is part of Apple's long-term plan: even if the company starts losing money in the short term, in the future it will help the iPhone remain a more attractive and affordable product compared to devices from other brands.
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Not long ago, Tim Cook publicly admitted that the shortage of memory chips and TSMC's limited capacity to produce 3nm chips are among the main obstacles in the company's path.
Journalists have learned that Apple may start buying memory from Chinese YMTC and CXMT
This will make it possible to reduce dependence on Samsung amid rising component prices.