Reports Suggest 2GB RAM For iPhone 6s
A company of Apple’s size needs to cater millions of consumers worldwide. Apple is also working to offer an extra gigabyte of RAM in its upcoming iPhone 6s, which is to be released this year. The demand created by Apple would result in shortage of DRAMs in the market, reported by Barrons.
According to Summit Research analyst Srini Sundararajan, Apple would ship a variant of iPhone 6, just like it has been doing with its predecessors. This year’s variant of latest flagship, the iPhone 6s, would come with 2GB of RAM on board. In addition to iPhone 6s, the Cupertino company is also expected to release Apple Watch with 0.5GB of RAM, and 12-inch iPad Pro with 4GB of RAM.
To meet these requirements, Apple is trying to secure enough supplies to prevent shortages that might affect its launch plans negatively.
Mr. Sundararajan stated that Apple is not the only company increasing the amount of RAM in its devices. LG and Samsung are planning to launch devices with more amount of RAM.
He further told that Samsung had just enough supply of DRAMs to meet its own demands, let alone the plan to supply chips to Apple and other companies.
RBC Capital’s Doug Freedman also carries similar thoughts. He believes that RAM demand will increase significantly in the later part of the year as more and more companies decide to ship devices with more RAM. He wrote:
AAPL will be at 1GB DRAM/ phone for most of the year as they will sell 6/6+ until late September. We estimate that AAPL could sell 60-70mil “6S” units from October-December. So that means that if AAPL sees a 1 GB increase in DRAM and assuming 95% of units are next-gen, that is 65mil more GBs of DRAM (65mil units x 1 additional GB). Total AAPL content would be 130mil gigabytes of DRAM assuming 2GB/phone. Samsung handling ‘at least half’ would be 65mil gigabytes of DRAM content. The magnitude of the shift does not seem to justify the decrease in stock price.
However, there is a hope of light as Samsung recently struck a deal with Apple and LG to supply A9 chips along with RAM to the two companies. The deal will help Samsung generate huge amount of revenue as 60-70mil iPhone 6s are expected to be shipped, and G4 will be the flagship device of South Korean company.