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The launch of the iPhone 18 series is fast approaching, but the latest reports indicate that Apple is facing additional problems in the supply chain. According to a TechPowerUp report, TSMC already has a huge stockpile of processors for Apple but cannot complete their production due to a shortage of DRAM. The situation involves chips valued at up to $1 billion.
TSMC has processors ready but lacks LPDDR5X memory
According to the latest reports, TSMC has stockpiled a large number of processors intended for upcoming Apple devices. The problem is those chips can't be completed without the proper LPDDR5X DRAM packages from Apple’s manufacturing partners. Apple uses the advanced InFO-PoP technology, where the RAM is mounted directly on top of the processor in a single package. That reduces the size of the mainboard and allows for better use of internal space in the smartphone. Until the memory arrives at TSMC's fabs, however, the packaging step can't be finished. That means the completed processors are sitting in warehouses waiting for the final stage of production. Reports say integrating the memory with the chip itself takes up to two weeks, so there’s less and less time before the new devices debut. In practice this means both Apple and TSMC will have to manage production very efficiently to meet the launch. It is not yet clear whether the situation will affect the availability of the first batches of devices.
Apple is looking for new memory suppliers, but the crisis is still taking its toll
The main supplier of LPDDR5X for Apple remains Micron, although the company also works with Samsung and SK hynix. Rising demand for memory used in AI-based devices has, however, significantly worsened availability. Earlier reports indicated that Apple also tried to partner with Chinese manufacturer CXMT, hoping to increase supplies and secure better prices for large orders. According to reports, the negotiations were not successful. As a result, the iPhone maker remains dependent on its current partners and the limited supply of memory. The DRAM market crisis is currently affecting virtually the entire electronics industry and impacts not only smartphones but also consoles, computers, and servers for artificial intelligence. Apple has repeatedly emphasized in its recent financial results that memory costs are steadily rising and may increase further in the coming months. This shows the problem is not only about logistics but also about the rising production costs of new devices.
Although TSMC already has processors ready for the iPhone 18 series, a lack of adequate LPDDR5X memory deliveries is preventing production from finishing. Apple is working hard to secure additional supplies, but the tight situation in the DRAM market means the company will face a very demanding production schedule before the launch of the new smartphones.
source: techpowerup
