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Apple raises prices of MacBooks, iPads

reuters.com

261–270 of 1001 posts

Re: Apple raises prices of MacBooks, iPads

#261
post #218

I've been dragging my feet on upgrading my M1 Air, guess now I'm just going to wait a bit longer. Truth be told, it's still sufficient for web dev but I figured at ~5 years old I should upgrade it..

You can also buy something now that not all shops have adjusted to the new pricing.

Though this window is very short. Apple don't leave much in retail channels.

Re: Apple raises prices of MacBooks, iPads

#262

Earlier quoted context omitted.

Utter planning failure. At the same time they have a quarter trillion in cash sitting.

Why would they give away a trillion dollars when their goal is to make a trillion more?

I did not suggest to burn it. They could have bought years ago a ram fab and ensure their supply will not dry up.

Now their sales will go down as a result of the failed planning. But more importantly lost once in a lifetime opportunity to corner the entire personal computer market

Re: Apple raises prices of MacBooks, iPads

#264

Expect this trend to continue -- firms have delayed price adjustments to avoid retaliation from Trump as doing so would draw attention to Trump's many inflationary policies. Now all of the businesses who use Apple products as an input are more likely to raise their own prices, etc. This is how inflation happens across the economy. Trade war leads to price increases on Apple's inputs, Apple has to raise prices, etc.

As much as I despise trump's administration, isn't this more because of AI farms pressure onto the semiconductor forges?

You're right it's not only trade policy, but I think most of the fab contracts on current models were already negotiated and Apple ate $3.3B of tariffs as a COGS increase (delaying passthrough avoids spotlighting tariff-driven inflation). Increasing DRAM prices are a factor, but would not be a 20% BOM price increase at all (much less on the total price) for most of the impacted devices. The magnitude and the simultaneous across-the-line timing look more like margin recovery than a component passthrough.

Re: Apple raises prices of MacBooks, iPads

#268
post #258
post #218

I've been dragging my feet on upgrading my M1 Air, guess now I'm just going to wait a bit longer. Truth be told, it's still sufficient for web dev but I figured at ~5 years old I should upgrade it..

I think it is fully likely that Apple will extend the life of the M1 in OS support terms because of this problem. They don't have much choice but to phase out Intel support, but they absolutely can make the choice to extend support for anything they make themselves, and they may well judge that deciding not to abandon support for the more price-sensitive to tide them over is worth the extra engineering cost. I person…

They can "make the choice" to continue Intel support also. It's not like they don't know what chips they used and have all the insider NDA info about them.

Re: Apple raises prices of MacBooks, iPads

#269
post #232

Forgive me because I do not understand the supply chain for memory. With Micron et al effectively scalping their customers with an oligopoly on probably the lowest intellectual IP in the chain, does this not guarantee 10 years from now a) We are either overbuilt as hyperscalers cut capex, or b) hyperscalers vertically integrate. Or is it truly that hard to make memory? And if that is not true, perhaps it isn't really…

>If oil companies are “gouging,” what is 85% margins on memory, threatening the whole bull run and raising compute, Killing AI, and raising iPhone/computer pricing? Countdown to DOJ antitrust case is ticking

Antitrust =/= gouging. Jacking up prices during a shortage (eg. electric generators just before a hurricane) might be considered gouging, but it doesn't fall under antitrust. It's just supply and demand.

Re: Apple raises prices of MacBooks, iPads

#270

Mac Studio M3 Ultra: $5299 (+$1300) Oof. That and October delivery. I wonder if the intent here is basically just to signal to the market where the M5 Ultra Studio is going to start.

Has Apple ever lowered the price of a product line? This is just the new normal.

They did increase the base Ram for mac configurations in late 2024 from 8GB to 16GB.

While it wasn't a strict price decrease it was an improvement to the base model. The 24GB m3 air I bought a few months earlier would've been cheaper due to that if I held off for a few more months. Now w/ the price hikes the price I paid is now cheaper than buying a 24GB m5 air.

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