Apple's A20 Pro Production Is Going Smoothly, Except DRAM Supply Is Bottlenecking iPhone Assembly
A tight mobile DRAM market is slowing wafer-level packaging for the A20 Pro, leaving about $1 billion in Apple processors waiting for memory, sources said.
- Apple's upcoming Pro and Ultra models face production delays as a DRAM shortage stalls the new Wafer-Level Multi-Chip Module packaging process, according to Taipei-based journalist Tim Culpan.
- The A20 Pro chip utilizes a new Wafer-Level Multi-Chip Module method that fuses processors and memory onto the same wafer, but those processors cannot move forward until DRAM arrives.
- CFO Wendell Huang told investors inventory days increased to 87, "primarily due to the ramp of N2 technology," as TSMC holds around $1 billion worth of A20 Pro chips stuck in the pipeline.
- Without sufficient DRAM-equipped WMCM packages, assemblers like Foxconn and BYD have less time to build stock, raising the risk that some models could be scarce in early weeks.
- This year's thinner product lineup leaves Apple with fewer options to absorb supply strains, though the company and its partners are focused on pushing more DRAM into the production flow to meet demand.
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Apple is facing a major problem with the assembly of its new iPhones, DRAM memory is a missing part of the process
iPhone 18 Pro Facing Production Bottlenecks Due to Global DRAM Shortage: Report | 📲 LatestLY
Get the latest on Apple's upcoming iPhone 18 Pro and iPhone 18 Pro Max ahead of their expected September 2026 launch. Discover rumored specifications including the A20 Pro chip, LTPO+ display, and triple 48MP cameras, alongside anticipated India pricing starting from ₹1,39,900. Learn how a critical DRAM shortage could impact supply and potentially delay. 📲 iPhone 18 Pro Facing Production Bottlenecks Due to Global DRAM Shortage: Report.
Apple's A20 Pro production is going smoothly, except DRAM supply is bottlenecking iPhone assembly
Apple's next iPhones are built around a new chip and packaging setup that pairs the A20 Pro processor with high-performance DRAM at the wafer level, and that packaging step is being slowed by a tight memory market, according to sources who spoke with Taipei-based journalist Tim Culpan.Read Entire Article
But even before its official presentation, an unexpected obstacle threatens its launch: a shortage of hard memory (DRAM) that would slow down the production of the future smartphone. According to the analyst specializing in the semiconductors Tim Culpan, this tension on [...] The article iPhone 18 Pro: A shortage of memory could limit stocks from the moment of launch appeared first on BlogNT: the Blog of New Technologies.
Bad news for iPhone enthusiasts. Facing a DRAM supply shortage, Apple is considering changes to its pricing policy and sales schedule, and has already increased the price of the iPhone by $300.
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