Industry insiders estimate Samsung captured between 60% and 70% of the memory orders for the new devices, according to a report from The Korea Economic Daily. It is a notable break from previous years, when Apple typically split its low-power memory orders more evenly between Samsung and SK Hynix.
It really comes down to production priorities. SK Hynix and Micron remain heavily focused on churning out High Bandwidth Memory (HBM) to feed the booming AI server market, which left them with less capacity for standard mobile RAM. That worked out for Samsung. With analysts forecasting 247 million iPhone shipments for 2025, Cupertino needed a partner that could handle that kind of volume without blinking.
Källa: Samsung Emerges as Dominant Memory Supplier for iPhone 17 [Report]
