Components for the Apple phones are more costly and margins for the phones may need to drop as a result, says Mehdi Hosseini of Susquehanna Financial Group.
Nam Hyung Kim of Arete Research says SK Hynix earnings show that pricing power is alive and well despite some views of a peak.
Manish Nigam of Credit Suisse says he expects that current "exceptionally high" D-RAM chip margins around 60% are sustainable.