Woofun AI reports that Citrini analyst Zephyr highlighted a 19.2% year-on-year decline in May smartphone shipments for foreign brands including Apple, contrasting with a 16.5% growth driven by domestic manufacturers like Huawei. Zephyr indicated that Apple faces DRAM supply constraints and may need to adopt CXMT memory to compete effectively against Huawei, which utilizes joint memory facilities with CXMT and SwaySure.

Additionally, the analyst noted that Apple is lobbying the Trump administration to permit purchases of DRAM chips from Yangtze Memory, while also seeking access to 3D NAND flash products as the Kirin 9040 narrows the SoC performance gap.