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Apple raises prices of MacBooks, iPads

reuters.com

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Re: Apple raises prices of MacBooks, iPads

#12
With memory manufacturers running gross margins in excess of 80% how long until we see upstarts come online to eat away at that or is that unlikely to happen in the near future?

I can't imagine a margin that large is allowed to exist unchallenged for more than a few years.

Re: Apple raises prices of MacBooks, iPads

#15
Oof, that’s a ~20% increase across the entire lineup. Ram and storage are particularly expensive, as can be expected: mbp m5 pro $1700 -> $2000, m3 ultra $4000 -> $5300. To be expected, there’s only so much margin apple is willing to lose and everybody else already increased prices.

I’m surprised that iphones didn’t get a price raise while neo did. Neo seems like a clear market share attempt so that they can upsell on services, I would’ve expected either both of those or neither to get dinged.

Re: Apple raises prices of MacBooks, iPads

#17
> We have never seen a component price increase this much, this quickly. We have shielded our customers from these increases so far, but we have now reached a point where we need to begin raising prices on a number of products, including today’s increases for iPad and Mac. We know this is not welcome news, and we are working tirelessly to find solutions.

In other words, we have to protect our billions of cash from burning.

They could keep the prices down, but then again for these C-suites everything should go up, right? Who cares if the market is “ready” for price jumps? Who cares when HDD, memory manufactures prioritize Sam Atmans? Heck, half-made, buggy games now starts at $80 price point.

It’s unfortunately billionaires’ world.

Re: Apple raises prices of MacBooks, iPads

#19

With memory manufacturers running gross margins in excess of 80% how long until we see upstarts come online to eat away at that or is that unlikely to happen in the near future? I can't imagine a margin that large is allowed to exist unchallenged for more than a few years.

Even the upstarts are cashing in. I believe CXMT is making some serious cash now.
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