updated 11:35 am EDT, Mon August 25, 2014
Company excluded since iPhone 5
Samsung has been brought back into the iPhone DRAM supply chain for the iPhone 6, says Cowen and Company analyst Timothy Arcuri. The company was shut out of DRAM for the iPhone 5 and 5s, presumably because of Apple's desire to distance itself from its main competitor and legal antagonist. For the iPhone 6, Samsung is reportedly being joined by Micron and Elpida.
Arcuri suggests that Apple may consume so much DRAM this fall that industry prices will increase three to five percent sequentially in September. Flash memory in general has been decreasing in cost over time, but on a temporary basis Apple orders can be large enough to create scarcity.
Even without DRAM, Apple has been dependent on Samsung for parts. Although TSMC is believed to be joining production of A-series processors, until now most of them have been manufactured at a Samsung plant in Austin, Texas.