71–80 of 1001 posts
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.
Meanwhile, government will tell you inflation is some number like ~5%
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.
Eventually supply and demand will get back in a better balance and we will probably see prices rise slower than inflation until adjusted for inflation prices are close to to where they were before but the actual dollar price isn’t likely to go down.
I was considering a 128GB MacBook Pro earlier this week. I priced it out today. The same spec (I think) is $2,000 more expensive. I wasn’t expecting a jump that big. I can’t justify carrying around an $8,000 laptop.
Damn I was considering an m5 max with 128gb just a few days ago and it was 5099 and now it’s 6699 - 1.6k increase - definitely a massive increase and has dissuaded me - this is pretty insane.
The price increases are unsurprising considering Tim Cook said it was "unsustainable" for Apple to keep absorbing the increases. Glad I ordered a new machine a couple days ago. I suspect that these price increases will stick around permanently (or at least for a long while).
Saw a post two days ago right here about Apple raising its prices, and asking "when ?", should have bought 10 macbooks yesterday : https://news.ycombinator.com/item?id=48643079
What would I do with ten macsbook?
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…
They also inexplicably snuck in a 50% increase for the TV 4k, just to be extra greedy. Treat yoself Tim Apple!
Earlier quoted context omitted.
Apple has never been a charity.
Who said that? It was Apple, who sold their iPhones at astronomic margins, created walled gardens. There could be other solutions to this problem - one being, signing exclusive deals with vendors.
Apple won't get an exclusive deal to buy RAM for far less than the going rate.