Apple Looks into More Memory for iPhone 19 Pro Max, Jefferies Says
Dow Jones08-10 23:52
Apple is considering an upgrade for the iPhone 19 Pro Max, potentially increasing its memory to 16 gigabytes from 12 gigabytes, Jefferies analysts say in a research note, citing recent supply-chain checks. "We think this suggests Apple Intelligence would be unable to justify putting much more DRAM into the iPhone at the current memory price," the analysts write. "Moreover, should memory prices continue to rise more than expected in FY27, it is entirely possible that Apple would give up on this upgrade idea." They estimate that an additional 4 gigabytes of memory would likely add an extra $60 to $70 to the iPhone's bill of materials. Jefferies downgrades Apple and cuts its price target. Shares ebb 2%.
At the request of the copyright holder, you need to log in to view this content
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments