RAM prices will crash; Chinese manufacturers are preparing to flood the market

Currently the tech sector is facing a period of constant price increases, largely justified by the enormous amount of chips required by data centers related to artificial intelligence. However, recent analyses indicate that 2027 could mark a drastic reversal in trend.

Some large Chinese semiconductor manufacturers would, in fact, be planning a massive influx of memory globally. This move would have the potential to lower supply costs at the source, halting the continuous price increases of high-end smartphones and forcing major brands to revisit their own sales policies.

Memory: prices could crash in 2027 thanks to China

Until now, the main phone manufacturers have been able to justify the increase in retail prices by citing the evident scarcity of raw materials.

The artificial intelligence industry is indeed absorbing a huge amount of hardware resources, creating a bottleneck in the supply chain that is expected to persist, according to experts, at least until the first quarter of 2028.

This scenario of prolonged shortage could, however, be interrupted early. Industry sources report that Chinese giants such as CXMT and YMTC are organizing to exponentially increase their production capacity.

If these companies were to effectively saturate the global supply of storage chips and RAM in 2027, component costs would suffer a sharp decline. Such abundance of resources would remove from manufacturers like Samsung and Apple the main technical motivation behind the annual price hikes applied to their flagship devices.

Apple’s commercial strategies: between price hikes and celebratory models

The consequences of this potential devaluation of memory inevitably intersect with the long-term strategies of the major brands, focusing attention especially on the moves of Apple.

The pricing trend for future Cupertino models is the subject of careful evaluation. There is a real possibility that the iPhone 18 line could debut with a significantly higher price tag, positioning itself as a transitional family of smartphones.

It would indeed be squeezed between the expected commercial success of the 17 series and the highly anticipated tenth-anniversary model, which the company might decide to call directly iPhone 20, skipping the intermediate nomenclature.

If iPhone 18 sales were to fall short of expectations due to prohibitive costs, the Californian company would still have the financial strength to absorb the downturn, concentrating all expectations on the upcoming celebratory launch.