Apple Gains Edge in Memory Shortage as Foldable Targets Hit 10M

Apple is now positioned to capture smartphone and tablet market share as memory shortages force steeper price hikes on rivals. The shift follows late-June price increases of 15-25% on Macs and iPads, political criticism, and lobbying for Chinese memory chips. Reports from July 2-4 revealed plans for at least five new iPhone models through early 2027, including a $2,500 foldable whose production target was lifted to 10 million units. Analysts note Apple’s stronger margins and broader roadmap allow it to absorb costs better than competitors while expanding its premium lineup ahead of the July 30 earnings report.