Shock Scenarios & Presets
SANCTIONS
Supplier Sourcing Matrix (%)
Apple Intelligence RAM Tier Mix
Blended DRAM Cost / Unit
$28.45
+19.2% vs Baseline
Lead Time To Packaging
18.4 Wks
Buffer: 4.2 weeks
Quarterly Wafer Shortfall
14.8%
9.6M wafers equivalent
BOM Margin Impact
-2.84%
Gross margin pressure
Supplier-to-Device Wafer Allocation Flow
Dynamic Sankey-Style Topology
Apple Intelligence Local Memory Footprint (GB per Device)
4-bit Quantized LLM
OS & Background Services:
2.4 GB
Local 3B Foundation Model (4-bit):
1.8 GB
Context Window KV Cache (4K tokens):
1.6 GB
App & Neural Engine Buffer:
2.2 GB
Scenario Dossier & Export Audit
Scenario telemetry dossier generating...