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Apple raises prices of MacBooks, iPads

reuters.com

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Re: Apple raises prices of MacBooks, iPads

#21

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 o…

I think the Neo was eating into their Air sales, and not merely bringing the Mac to a new market.

Re: Apple raises prices of MacBooks, iPads

#23

I have a suspicion these new prices will stick around, even after the RAM shortage ends. Speaking of which, what's the timeline of the RAM shortage ending? I have no sense for whether it is going to be (for example) 6 months or 3 years.

At least 3 years maybe more.

Re: Apple raises prices of MacBooks, iPads

#24

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.

The memory manufacturing industry is historically notorious for its "feast or famine" cycles, bouncing violently between periods of extreme supply gluts and crushing shortages. We're in a shortage with massive demand right now, but manufacturers are hesitant to significantly invest in new manufacturing capacity due to the risk of being left holding the bag if demand drops.

Re: Apple raises prices of MacBooks, iPads

#25
Holy shit, if Apple is being pushed to do this, something they never would have done before before a refresh, then it must mean there is some truth about these memory stocks eventually reaching trillion dollar market caps at this rate.

Re: Apple raises prices of MacBooks, iPads

#27

> 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 bu…

Apple has never been a charity.

Re: Apple raises prices of MacBooks, iPads

#28

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.

As has been said here every time this question comes up, years away if ever. It takes years to bring a new fab online as well as a huge amount of capital investment. Once the AI bubble pops, you now have a glut of RAM chips with prices crashing. If that new fab has been paid off while the getting was good, it's now an albatross on the books. Not something investors are eager to get into
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