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Apple raises prices of MacBooks, iPads

reuters.com

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Re: Apple raises prices of MacBooks, iPads

#801

Post by Danox »

forestingfisher wrote: post #557
revolvingthrow wrote: post #45

Earlier quoted context omitted.

>what's the timeline of the RAM shortage ending? Barring unusual market forces like Taiwan invasion the timeline to ending the acute shortage seems to be mid 2028. The AI still has plenty of money to burn and is the biggest driver, but we’re also shortly before gaming consoles ought to release a new gen (although who knows whether they won’t get delayed for a while). There was even going to be a small upgrade cycle f…

China won’t invade Taiwan. Be realistic

[flagged]

Re: Apple raises prices of MacBooks, iPads

#802

Post by djfergus »

jauntywundrkind wrote: post #222
dwa3592 wrote: post #119

Earlier quoted context omitted.

Until China floods the market with their memory which is starting

I'm seeing it with NAND. Look at the AWS Prime ssds available, and it's a massive list of strange drives you've never heard of, with very few reviews available, almost all using YMTC. The prices aren't fantastic, but given that five sixths of the drive market is straight up gone, I think we need to start reviewing and hoping for the best here, fast. I really hope endurance is indeed as rated, that we aren't about to…

"By the end of 2026, we expect CXMT to reach roughly 350 kwspm, which is only modestly below Micron’s estimated ~385 kwspm. This would position CXMT close to becoming the industry’s third-largest memory supplier"

https://newsletter.semianalysis.com/p/chinas-cxmt-is-set-to-...

At current margins their capacity is going to commodity DRAM since their HBM process is not competitive. Will be interesting to see how it pans out

Re: Apple raises prices of MacBooks, iPads

#803

Post by Danox »

y1n0 wrote: post #245
khriss wrote: post #224

I thought Apple usually locked in contracts with TSMC and Samsung for years in the future? They should be best positioned to weather this storm. If they are getting buffeted enough to raise prices by this much, things are going to be dire for smaller manufacturers. Or, this could just be a convenient excuse to get even more margin.

Apple has been weathering this for a while. Maybe it was bad timing with a contract rollover but they seem to have lost their primacy with TMSC. I’m guessing they are doing their best to maintain margins. I don’t know what Apple’s cash chest has these days but it’s always been enormous. But they don’t score points in the stock market by having cash on hand. They do get points for operating margin.

Apple is perpetually doomed with the stock market Intel and IBM have more pull.

Re: Apple raises prices of MacBooks, iPads

#804

Post by Danox »

vlovich123 wrote: post #253
toddmorey wrote: post #228

Earlier quoted context omitted.

Well, I think from the technology side, the performance and capacity you can get in a personal computer (especially a laptop) is absolutely incredible. It's just component suppl and that supply is being eaten up and re-diverted to data centers. Prices and availability will be in poor shape. Though I am wondering if GPU compute and memory start to diverge enough that AI companies begin using such specialized chips the…

I think you have it backwards. Personal computing was a huge market driver in the 80s and 900 and 2000s. In the 2010s this became less so with the ramp up of cloud computing, mobile computing, and death of Moore’s law. Now personal computing is a footnote that generally takes the left overs from mobile or server and will continue to get squeezed due to lack of meaningful market demand. Prices must come down not becau…

OpenAI is a grift hardware wise.

Re: Apple raises prices of MacBooks, iPads

#805

Post by HerbManic »

jacobgold wrote: post #274

Some unc perspective: I paid ~$6,000 in inflation-adjusted dollars for a computer in 1996. Today, I can get the same power in a $6 single board computer. A powerful modern mini PC starts at ~$600. However painful these price hikes are, and they are painful, it is worth remembering that computing has become incredibly ubiquitous and cheap.

I think it was Jeff Geerling who brought back an Apple G5 server, very cool. But someone pointed out you could twice the performance out of a Raspberry Pi 5 and only use 5 watts doing it.

Even with these prices, we are still getting a lot of bang for our buck.

Re: Apple raises prices of MacBooks, iPads

#806

Post by aenis »

balls187 wrote: post #583
aenis wrote: post #524

Earlier quoted context omitted.

Nope. 1: most of them dont use their own products 2: someone else pays for their laptops

1: true. 2: that someone else has to get approval for the cost

Fully loaded costs for an engineer where I live are anout 15-25 a month, plus a maybe 2-3k in token consumption. Whether the laptop costs 9k or 6k makes no difference and apple knows this.

Re: Apple raises prices of MacBooks, iPads

#807

Post by HerbManic »

mysterydip wrote: post #304
jacobgold wrote: post #274

Some unc perspective: I paid ~$6,000 in inflation-adjusted dollars for a computer in 1996. Today, I can get the same power in a $6 single board computer. A powerful modern mini PC starts at ~$600. However painful these price hikes are, and they are painful, it is worth remembering that computing has become incredibly ubiquitous and cheap.

The computing power available today is such a double-edged sword. We can do so much more so much faster, but then we (including myself in this) waste so many cycles on abstractions and frameworks and layers of libraries to make our development jobs easier.

On one of my machines I run Trisquel Linux (one of the FSF approved distros). In part is because in order to running fully FSF approved hardware, a Lenovo T400 is the top end. It is a Core 2 Duo with 4GB of RAM. With that, it is still a very functional unit as a lot of the bloat hasn't crept in outside of the browser.

Re: Apple raises prices of MacBooks, iPads

#808

Post by rustystump »

toasterlovin wrote: post #774
HDBaseT wrote: post #718

Earlier quoted context omitted.

I know this is a bit off topic, but is anyone excited for the future? I'm only 20, but everyone used to talk about how excited they were for the future. I don't know anyone who is excited for the future. It upsets me I never got to live the "glory days" of cars, technology, outdoor activities, music, entertainment, etc. I only see it getting significantly worse too. It's hard not to fall into the trap of doomerism bu…

With all due respect, we have pills for obesity and computers think. If that doesn’t get you excited about the future, nothing will.

The pill has more power in the argument here. Thinking is still nebulous and the same could have been said in the 70-80s.

The magic weight loss pill really is groundbreaking.

However, the gap has widened massively between who reaps the most from advancement.

Case point, uncle and aunt are wealthy. Last time i meet them they barely eat. Both on Ozempic. Neither are fat let alone overweight. This was years ago.

No one is excited because they do not just feel but are literally being left behind.

Re: Apple raises prices of MacBooks, iPads

#809

Post by thoughtpeddler »

So, it finally happened. The Project is so thirsty for RAM that not even the world's most well-capitalized computer company could have the final word any longer. There's only so many more powerful organizations in the world than Apple. Well... we'll find out soon enough if such a thing could be built, or should I say, summoned.

Re: Apple raises prices of MacBooks, iPads

#810

Post by zzyzxd »

I think nowadays the Apple TV is more about smart home than TV. But as long as they keep calling it a "TV", most of the people will compare it with the built-in apps in their smart TVs and think it's unnecessary. Even if you tell them that it can do much more than watching TV, they will think the money they spend on the TV related functionalities is a waste. The old price was already hard for them to justify, the new price is almost impossible.

Every friend I asked about why they don't buy Apple TV, "I don't need TV apps" was the reason. Guess what, many of them still wanted smart home integrations so they brought smart home hubs from Google/Amazon or other vendors for not much lower price, even when they already use and like iPhone and other Apple devices.

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