Soaring memory prices due to the AI boom affected every electronics manufacturer. The industry assumed Apple was unaffected, but the myth has been debunked by Tim Cook himself, who has just teased a potential price hike across products, including the iPhone 18 Pro.

In a recent interview with the Wall Street Journal, Apple CEO Tim Cook dropped a major bombshell: price increases for Apple products are becoming “unavoidable.”

While Apple braces for these unsustainable supply chain pressures ahead of its rumored iPhone 18 Pro and foldable launches, a massive window of opportunity is opening up for its biggest rival: Samsung Electronics.

iPhone 18 price hike to be the next Samsung opportunity

The company faced its own backlash in the US market after implementing selective price hikes across the Galaxy S26 lineup, which saw the base model jump to $899 and the Plus variant climb by a steep 10% to $1,099.

However, Apple’s upcoming pricing shift gives Samsung a perfect clean slate to rewrite the narrative with the future Galaxy S27 series.

If Apple passes these massive memory expenses directly onto US consumers, the iPhone 18 Pro series risks pricing itself out of the comfort zone for average buyers.

Samsung can strategically exploit this by aggressively stabilizing or subsidizing its Galaxy S27 launch pricing. Rumors suggest Samsung is also making a Galaxy S27 Pro, which should open up a broad consumer base in the US.

Tim Cook didn’t specifically highlight iPhone 18 Pro price hike, but the timing makes it the strongest victim. Rising memory prices aren’t leaving any consumer electronics item and Apple can no longer absorb the cost shock.

If the Galaxy S27 series offers superior on-device AI integration, next-gen hardware, and a lower or equivalent price than the iPhone 18 Pro Max model, Samsung stands a massive chance to capture frustrated premium buyers across the US.

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Apple is about to hand Samsung a gift, and it didn’t even mean to. The iPhone 18 is heading toward a 12GB LPDDR5X RAM floor across the entire lineup, and this upgrade opens up a new opportunity for Samsung memory business.

This time, the entire iPhone lineup would have larger RAM across the board. That’s because Siri’s AI feature suite apparently can’t run properly on anything less. Samsung, SK Hynix, and Micron are set to benefit, as per Digitimes.

Here’s where it gets interesting for Samsung

Apple is projected to ship around 250 million iPhones in 2027. That’s an enormous number, and those devices need DRAM, a lot of it, sourced from a very short list of suppliers that includes Samsung, SK Hynix, and Micron.

Samsung’s memory business will enjoy more shipments of higher RAM chips. Dedicated Apple blog reports that the iPhone 18 would keep prices unchanged despite the memory upgrade, which is good news for Galaxy S27 buyers.

Apple’s absorbing the component price hike rather than pushing it to consumers. It would put pressure on Samsung while deciding its Galaxy S27 pricing strategy. Last year’s models already had a price hike, so another in 2027 is unlikely.

Apple has a cushion; its Services division is printing money and can absorb DRAM premiums that would break competitors. So Samsung gets more volume, better pricing power, and watches rival phone makers suffocate.

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