Apple can usually make suppliers bend the knee. It buys components in volumes few consumer technology brands can match and has built a supply chain that rivals spend decades trying to copy. However, that leverage has now run into a memory manufacturer willing to say no.
Apple reportedly approached China’s CXMT as an additional DRAM supplier and asked for lower prices. CXMT instead quoted figures comparable to or even higher than Samsung and SK Hynix. Huawei, Xiaomi, and other Chinese manufacturers have already locked up much of its output through higher-priced long-term deals, leaving the company with little reason to accept Apple’s terms.
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