한국 반도체에 갑질하던 애플, 이제 중국에 메모리 구걸하는 신세가 된 이유 (아이폰값 오르는 진짜 이유)

#ApplePowerBullying #KoreanSemiconductor #MemoryCrisis #SamsungElectronics #SKHynix Apple, the "super boss" that once held Samsung and SK in its hands, has been reduced to a subordinate, even begging China for memory supplies, as AI has turned the tables. We will thoroughly investigate how its power-hungry tactics of slashing component prices by a third have come back to haunt it, as well as the real reason why the price of my iPhone is rising right now. 📌 Topics Covered in This Video Why Apple Was Called the 'Super Boss' of the Semiconductor Industry The 2023 Memory Price Crash: Apple's Imposition of Bottom Prices and Tens of Trillions in Deficits for Samsung, SK, and Micron (SK Hynix Operating Loss of 7.7 Trillion Won, Samsung Semiconductor Loss of Approx. 15 Trillion Won) Failure to Switch Displays — Although China's BOE Was Fostered, Korea Ultimately Accounts for 99% of iPhone Screens (Samsung 64.5%, LG 34.1%, BOE 1%) The Memory Crisis Triggered by AI: Prices Surge About Fourfold in Just Three Quarters (Computer Memory Prices: 170,000 Won Range → 700,000 Won Range) Tim Cook Calls It a "once-in-a-century flood" — The Moment the Power dynamics of 'superior' and 'subordinate' Were Completely Reversed Post-settlement System and Shortened Contract Periods: Apple Immediately Accepting Samsung's 100% Price Increase Notice Without Negotiation iPhone Pro Memory Cost Increases from $39 to $145, and the Mac and iPad Up to $300 Hike Apple's Last Resort — The Real Reason They Reached Out to US Department of Defense Blacklisted Chinese Companies (CXMT·YMTC) It's Not Because Chinese Products Are Cheap (Only 7-10%, Procurement Costs Equivalent to the Big 3) — A Straw Grabbed Out of Desperation ⏱️ Chapters 0:00 Apple, the Super Power, Becomes a Beggar to China 0:37 The Era of Powerful Bullying: Slashing Component Prices by One-Third 4:37 Switching Companies to Steal Technology, But Ultimately to Korea 8:45 AI Turns the Tables — Memory Prices Sweep Quadruple and the Chaos 13:01 Apple Becomes the Underdog — The Powerful Bullying Returns as a Boomerang 16:46 Of All Things, Blacklisted Chinese Companies, and What Remains 💡 Reference Data Sources Remarks by Micron Executives, Samsung Electronics & SK Hynix Earnings Announcements, TrendForce Market Forecast, US Department of Defense Section 1260H List, Foreign Media Reports (iPhone 17 OLED Market Share · Memory Procurement Costs) Summary. 🔔 If you are curious about these economic stories, please subscribe and like. We explain complex economic issues in an easy-to-understand way. Tags #ApplePowerBullying, #KoreanSemiconductor, #MemoryCrisis, #SamsungElectronics, #SKHynix, #Micron, #iPhone, #TimCook, #SemiconductorWar, #DRAM, #HBM, #AIsemiconductor, #EconomicIssues, #MemoryPrices, #CXMT