Apple's iPhone 18 Pro costs expected to surge by nearly 40%: TrendForce

TrendForce says Apple’s upcoming iPhone 18 lineup is facing higher component costs, with memory pricing cited as the biggest driver. The report suggests Apple’s bill of materials will rise meaningfully, and TrendForce estimates the 256GB iPhone 18 Pro could cost about 38% more in Q3 than the comparable iPhone 17 Pro. This points to margin pressure for Apple unless it offsets costs through pricing, mix improvements, or supplier negotiations. The article is more about product cost inflation and supply-chain pressure than immediate demand trends, but it is relevant for investors watching Apple’s hardware gross margins and the pricing strategy for the next iPhone cycle.