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Apple could keep iPhone 18 price the same as it 'shows just how much leverage they have,' argues analyst

  • This year, Ming‑Chi Kuo said Apple plans to avoid raising the iPhone 18 starting price, keeping the base flat as with iPhone 17, which aids marketing.
  • Reports show the A20 chip is costing substantially more, and TSMC faces production constraints as GPU demand for AI rises, forcing Apple to pay higher prices to secure capacity.
  • Memory‑price volatility has forced Apple to renegotiate LPDDR memory and NAND flash deals quarterly, as TrendForce reported Samsung could raise prices by over 80%.
  • Kuo says Apple will absorb increased supplier costs and use the `market chaos` to attract customers, showing its strong negotiation leverage in locking deals.
  • A lot can change before September this year, and Apple’s earnings call may clarify if higher‑storage iPhone 18 variants will cost more despite a flat base model price.
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Naver broke the news in on Tuesday, January 27, 2026.
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