How does that make a difference? It's not like the price change is on DIMMs. The price change is on the DRAM, which is a commodity item. It's not like someone is going to discount it if you tell them "nah, I'm going to solder this one to my SoC".

If Apple is insulated it is likely because Apple signs big contracts for large supply and manufacturers would prefer to be insulated from short-term demand shocks and have some reliability that their fabs can keep running and producing profitable chips.