"In 1Q26, memory costs already accounted for nearly 60% of the total BOM cost in smartphones priced below $400, and even exceeded 64% in products priced below $99."
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]
4 hours ago
