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The RAM shortage comes for us all

jeffgeerling.com

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Re: The RAM shortage comes for us all

#2

Post by jsheard »

I wonder if Apple will budge. The margins on their RAM upgrades were so ludicrous before that they're probably still RAM-profitable even without raising their prices, but do they want to give up those fat margins?

Re: The RAM shortage comes for us all

#3

Post by loloquwowndueo »

jsheard wrote: post #2

I wonder if Apple will budge. The margins on their RAM upgrades were so ludicrous before that they're probably still RAM-profitable even without raising their prices, but do they want to give up those fat margins?

It’s 4D chess my dude, they were just training people to accept those super high ram prices. They saw this coming I tell you!

Re: The RAM shortage comes for us all

#4

Post by dcchambers »

jsheard wrote: post #2

I wonder if Apple will budge. The margins on their RAM upgrades were so ludicrous before that they're probably still RAM-profitable even without raising their prices, but do they want to give up those fat margins?

I am fully expecting a 20%+ price bump on new mac hardware next year.

Re: The RAM shortage comes for us all

#5

Post by suprnurd »

jsheard wrote: post #2

I wonder if Apple will budge. The margins on their RAM upgrades were so ludicrous before that they're probably still RAM-profitable even without raising their prices, but do they want to give up those fat margins?

I read online that Apple uses three different RAM suppliers supposedly? I wonder if Apple has the ability to just make their own RAM?

Re: The RAM shortage comes for us all

#6

Post by Night_Thastus »

jsheard wrote: post #2

I wonder if Apple will budge. The margins on their RAM upgrades were so ludicrous before that they're probably still RAM-profitable even without raising their prices, but do they want to give up those fat margins?

RAM upgrades are such a minor, insignificant part of Apple's income - and play no part in plans for future expansion/stock growth.

They don't care. They'll pass the cost on to the consumers and not give it a second thought.

Re: The RAM shortage comes for us all

#7

Post by rfmc »

jsheard wrote: post #2

I wonder if Apple will budge. The margins on their RAM upgrades were so ludicrous before that they're probably still RAM-profitable even without raising their prices, but do they want to give up those fat margins?

I know contract prices are not set in stone. But if there’s one company that probably has their contract prices set for some time in the future, that company is Apple, so I don’t think they will be giving up their margins anytime soon.

Re: The RAM shortage comes for us all

#9

Post by School-Cotton »

suprnurd wrote: post #5
jsheard wrote: post #2

I wonder if Apple will budge. The margins on their RAM upgrades were so ludicrous before that they're probably still RAM-profitable even without raising their prices, but do they want to give up those fat margins?

I read online that Apple uses three different RAM suppliers supposedly? I wonder if Apple has the ability to just make their own RAM?

Apple doesn't own semiconductor fabs. They're not capable of making their own RAM.
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