I would argue that this isn’t necessarily true.For iMacs and Mac Pros, I would think it's unlikely Apple will go with higher bandwidth memory, e.g. HBM2, as it'll be too cost prohibitive to implement for consumer products.
AMD didn’t believe so either for their higher end desktop graphics cards, they sold dual HBM stack cards at $399, and I bought mine for less. And that was the total cost to the end user. Silicon die at 500mm2, interposer, dual HBM stacks, PCB, power circuitry, cooler, profit margins...
The ballpark assumption of the additional cost to implement that memory system was roughly $50, subject to the usual business vagaries. It seems a bit high to me if we assume reasonably high volumes, but lets use it as a ballpark estimate for back of the envelope calculations.
The problem for AMD was that the benefits of HBM in terms of bandwidth and power draw didn’t provide enough value in their target desktop gaming market. The added bandwidth wasn’t enough to allow them to demonstrate higher performance than Nvidias competing offerings, in fact they had to clock the Vega chips to levels that also utterly obliterated any power advantage HBM brought to the table, in order to be competitive! At that point, the added cost of HBM didn’t help AMD at all.
But AMDs situation with their desktop gaming cards is not the same as Apples with their complete systems. Added cost is spread over the entire system, and is a much smaller part of the whole. There is no competitor that can sell competing Macs at some tens of dollars less, plus Apple targets a demographic that actually values cool running, quiet and svelte computers. The benefits of HBM can translate into value for Mac users, in a way it didn’t really for AMDs graphics cards. (Also, HBM is scaleable. A single stack on a small interposer to six (or even eight) stacks on a huge one. I can’t see much reason for Apple to go beyond at most two for even their most performant consumer systems.)
We’ve been this way before in our discussions, but the lack of any kind of input data makes it difficult to progress further. If we had a solid (hah!) rumour of a really wide GPU from Apple, well that would imply a redesigned memory subsystem. Or information from the manufacturing side, say if Hynix landed a big order for HBM that necessitated some expansion at some facility, which could be speculated to be due to Apple.
But we have none of that. Which I interpret to mean that if Apple has anything other than relatively trivial extensions of their mobile memory designs, they are probably not due for release in the very short term. Maybe.
Speculation is most interesting when there are tantalizing pieces of the puzzle available, and you need to fill in the blanks to connect them and/or figure out which pieces to discard. When the slate is just blank, well....