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Apple boss Tim Cook says prices to rise due to memory chip costs

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Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#21
There’s probably a big marketing opportunity for anyone who can make more memory-efficient alternatives to some of the bloated apps that have normalized the need for >16GB RAM in a desktop computer.

Alongside dark mode, apps should have a “slim mode” that turns off some of the more wasteful features in order to run on older/smaller hardware.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#22
There was a very interesting podcast that went into all the details of the AI supply chain shortage [1]

The key takeaway for smartphones isn't so much that iphones will cost $150-200 more, which apple customers have shown they can stomach. But that cheap $200 chinese smartphones will need have to hike prices by about the same amount, which will decimate that market.

[1] https://www.youtube.com/watch?v=mDG_Hx3BSUE

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#23

Apple RAM prices always had quite a bit of margin though, I think they charged around 4x the going market rate per GB (that said you can't fully compare their RAM to a loose DIMM stick). I was planning to pick up a new Mac Studio this autumn, now I'll have to see if I can afford it, though I have been spending 1,000 USD on LLM subscriptions in some months so I guess even a 10,000 USD Studio Mac amortizes quite fast i…

there's no local AI model that comes even close to the ones you get access to by paying 1000 USD per month

The large models are really close in my experience. Just slower.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#24
post #21

There’s probably a big marketing opportunity for anyone who can make more memory-efficient alternatives to some of the bloated apps that have normalized the need for >16GB RAM in a desktop computer. Alongside dark mode, apps should have a “slim mode” that turns off some of the more wasteful features in order to run on older/smaller hardware.

I doubt there's any kind of a set of features that can be turned off to reduce the memory footprint by any significant amount when most of the memory bloat comes from the application running its own instance of Google Chrome.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#26
post #22

There was a very interesting podcast that went into all the details of the AI supply chain shortage [1] The key takeaway for smartphones isn't so much that iphones will cost $150-200 more, which apple customers have shown they can stomach. But that cheap $200 chinese smartphones will need have to hike prices by about the same amount, which will decimate that market. [1] https://www.youtube.com/watch?v=mDG_Hx3BSUE

> But that cheap $200 chinese smartphones will need have to hike prices by about the same amount, which will decimate that market.

Hmm. Even if iPhone users can theoretically stomach the increase, they have many other options available, whereas if the cheap $200 phones are the bottom of the market, there's no other real options.

I'm in the ~$450 USD Pixel range atm, and never buy the current flagship or anything. If that increases by $200, I'll look to the used market for the same phone. I really don't care that much about it, and it mostly acts as a fancy 5g modem for tethering. Plenty of younger people are already reverting to more primitive phones or physical media, and I wonder if it's just older addicted richer millenials that'll keep buying at even more than the already idiotic prices.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#27
post #5

Props to them for making it this far into the crisis without raising prices. It had even led to some anomalies where Apple machines were a better price than similar Windows machines.

> without raising prices.

Because they were already selling memory at crisis prices when it was dirt cheap.

And now they want those crazy margins again.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#28
post #14

Tbf, this current era of capitalism really is a lot where absolutely no one wants to enter the market and take advantage of a clear overpricing of memory for consumers but simply wants to charge the same amount as everyone else. So much for "efficient markets."

As if simply entering the market is trivial.

dumping on it certainly is

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#29
post #21

There’s probably a big marketing opportunity for anyone who can make more memory-efficient alternatives to some of the bloated apps that have normalized the need for >16GB RAM in a desktop computer. Alongside dark mode, apps should have a “slim mode” that turns off some of the more wasteful features in order to run on older/smaller hardware.

this used to be a thing right? social media apps used to have a 'lite' edition, facebook, tiktok, something else

and when android go was thing there were (are?) lighter apps targeting that like google maps go even

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#30
post #24
post #21

There’s probably a big marketing opportunity for anyone who can make more memory-efficient alternatives to some of the bloated apps that have normalized the need for >16GB RAM in a desktop computer. Alongside dark mode, apps should have a “slim mode” that turns off some of the more wasteful features in order to run on older/smaller hardware.

I doubt there's any kind of a set of features that can be turned off to reduce the memory footprint by any significant amount when most of the memory bloat comes from the application running its own instance of Google Chrome.

Yeah, so don’t do that.
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