iPhone 18 Pro, iPhone 18 Pro Max, and foldable iPhone Ultra may sell out quickly due to DRAM shortages. Semiconductor analyst Tim Culpan notes Apple struggles to secure enough DRAM for production, with TSMC holding $1 billion in unpackaged processors awaiting memory chips. The 2nm process and Wafer-Level Multi-Chip Module packaging require DRAM integration at the wafer stage, complicating delays. Retail inventory could deplete rapidly, extending delivery times. DRAM shortages, prioritized for AI data centers, also affect Mac models. The iPhone Ultra ($2,500) faces tighter supply due to design complexity, potentially launching in September or October. Apple may raise prices for all 2026 models by up to $300. Analysts cite last year’s sell-outs and absence of a standard iPhone 18 until 2027 as factors amplifying demand pressure. Preordering immediately is advised for September launches.

Production delays at Foxconn and other assemblers could worsen scarcity. TSMC’s 2nm chips integrate processors and DRAM at the wafer level, making memory shortages more critical. Companies manufacturing memory favor AI chips, leaving limited capacity for consumer devices. The iPhone Ultra’s high cost and Apple’s Upgrade pricing may drive uptake despite risks.

Supply chain issues mirror past trends, with the iPhone 17 Pro and Air selling out swiftly. Analysts expect similar challenges for the 2026 lineup. Samsung’s rumored foldable rival, set for July 22, highlights competitive pressure. A Chinese leaker reported battery cells for the iPhone Ultra with capacities up to 2,962mAh, suggesting advanced preparation.

The lack of a budget iPhone 18 model further concentrates demand on premium devices. Apple’s strategy to avoid a 2026 standard model may backfire if supply cannot meet expectations. Retailers should brace for limited stock and prolonged wait times, especially for the iPhone Ultra.