And "analysts" flip out on the stock, when these products are Breakdown by segment (FY 2025): Mac: $33.71 B — 8.10% of total revenue iPad: $28.02 B — 6.73% of total revenue
Buying opportunity.
Apple raises prices of MacBooks, iPads
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Re: Apple raises prices of MacBooks, iPads
#812Earlier 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…
It is astounding to me that people are not excited for the future. I live in a moment in time where I can ask AI to do something and it can think about it rationally, work on it for an hour, and basically do what I want. This is incredible and amazing.
The worst people on the planet have this ability as well.
Re: Apple raises prices of MacBooks, iPads
#813With 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.
Even the upstarts are cashing in. I believe CXMT is making some serious cash now.
Which they will put back into the business, this will be remembered as the time when the Chinese entered the worldwide memory market in a big way.
Re: Apple raises prices of MacBooks, iPads
#814I 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…
What smart home features does Apple TV have? All I've ever used it for is to watch TV. To be fair, I pretty much dismissed Apple for anything smart home after they launched that ridiculously priced Pod thing.
Re: Apple raises prices of MacBooks, iPads
#815Apple doesn't like to be held hostage, it has the cash coffers, so it wouldn't surprise me if they're somehow buying dedicated production capacity for the future. Not that they will start making memory themselves, but they have bankrolled production expansions in their suppliers before in exchange for guaranteed supply. In any case, if my guess is right, it would take years to take effect.
Wouldn't surprise me, but Cook did rule out building their own anyway > Cook said Apple is willing to deploy its balance sheet to help secure supply and called for all options to be examined, including a review of national security restrictions on Chinese memory suppliers. He ruled out building Apple's own memory factories. Above all else, any focus to corner supply for them will be focused on the iPhone. It's their…
They don't need to just design and engineer the memory and partner with TSMC in America somewhere why the Chinese are coming into the market.
Re: Apple raises prices of MacBooks, iPads
#816Earlier quoted context omitted.
Go look at the upgrade prices - the 128 GB RAM jump on the MBP is now $2k!
I looked recently and a new Macbook 128gb ram was £5500 which was expensive for me but I could consider it! Now it’s £7000 which is absolutely ridiculous. AI is useful but it’s sucking everything out of the economy and destroying it at the same time…
Ha, that’s about how much our first computer was, with 128k of RAM. Nice symmetry to it.
Re: Apple raises prices of MacBooks, iPads
#817So Apple did not ge the benefit of the AI hype (in stock price) but caught the bad repercussions of the AI aftermath
You didn't think it would be any other way? Smile...
Re: Apple raises prices of MacBooks, iPads
#818Mac 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.
Not really usually they add more features and bump the price.
Re: Apple raises prices of MacBooks, iPads
#819Anyone else here enjoy living in the future? Look at us, we get AI megacorporations ruling the world and bestowing us with the power to use their servers for just $20-200/month. It's practically charity, and all we had to give up for it is all consumer hardware, the quality of the internet and our own jobs. I love it here!
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…
Give Capitalist Realism by Mark Fisher a quick read if you get the chance. I get the sense you'll resonate with it.
Re: Apple raises prices of MacBooks, iPads
#820Just yesterday I saw people saying that Apple wouldn't increase prices until the next refresh. And I agreed! So… holy shit. I think we're going to see even further price increases across the industry. There already were a ton, but it can always get worse, of course. Thank you, OpenAI. What would have we done without your attempts at monopolizing destroying the memory market.
> I think we're going to see even further price increases across the industry. Between the dire economy, the oil and materials crisis due to conflict, the trade wars and the tarrifs, why would anyone expect it to be otherwise?
come on now, we all know who the biggest culprit is