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People don't have the money to upgrade every year and your products threatens to be more expensive with less new features. Why bother? Your marketing department can't glowify your sales anymore.
If people don't have money to upgrade every year can't they upgrade less often than every year? Or could they not buy a used device?
 
Wait a second...doesn't all Apple Silicon have its memory on the chip itself?! Then how in the heck is the market price of DRAM memory even an issue for iPhones/iPad/Macs?
 
Is there any way we can get Intel to start manufacturing memory here in the US? Seems like a strategic advantage that is of national importance. As a shareholder in Intel (the federal government owns 10%) I demand they look into this and provide a plan of action.

I think the suppliers know that when the AI bubble bursts, it is in their best interest to maintain good relationships with companies that have secure financial resources.
And they also know that when the AI bubble bursts, consumers either have short memories or will be forced to buy more memory from them because they don't have a choice. There are just a few countries in the world that produce memory, which seems like a problem.
 
Apple had all the component prices built in…They knew where this ram trend was heading and priced things accordingly from the start. This ram shortage wasn’t a shock to them. Probably why the ditched titanium in the 17s…..
 
Wait a second...doesn't all Apple Silicon have its memory on the chip itself?!
And? TSMC isn’t building their own RAM for these chips. Same RAM, different wrapper. Doesn’t matter if it goes in an iPhone, a PC, a graphics card, a Switch 2, or a Prius. All come from the same suppliers and it is a seller’s market right now.
 
This. Or they bought a s*load of components they cannot sell as sales have been slumping. The amount of M2 that were in stock was HUGE.
 
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Prepare for iCloud, Apple Music, Apple TV and polishing cloth price hikes to make up for the iPhone’s price stability!!
 
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iPhone prices are quite high, the phone is definitely at the high end of the market across the whole range. It’s somewhat mitigated by Apples practice of selling old models cheaper, often much cheaper.

It’s remarkable how much cheaper the iPhone’s mainstream competition is and how Apple is able to maintain its prices due to its whole ecosystem.
 
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I think the suppliers know that when the AI bubble bursts, it is in their best interest to maintain good relationships with companies that have secure financial resources.
This is it right there. At some point this will all come back down to earth. And you better had maintained your relationships. :apple: 🙂
 
Apple generally does not care about market share. Hence, why they have such huge margins to begin with. They could easily lower the prices and sell to a wider audience. But the opposite has been true. The phones have only become more expensive over time.
Their sales would suggest it's priced well.
I would rather speculate that Apple has no choice but to absorb the costs. Given the global economic situation, it may not be wise to further increase prices on a luxury item. The first thing people cut during a recession is non-essential spending.
We may never know for sure how much Apple pays for any part or item within an iPhone. They maybe paying less or more than we think. Either way, they can absorb some price increases, and they can offset by removing "earbuds" or a power brick. And if they can't take the hit. They can make it up in other areas.
 
iPhone prices are quite high, the phone is definitely at the high end of the market across the whole range. It’s somewhat mitigated by Apples practice of selling only models cheaper, often much cheaper.

It’s remarkable how much cheaper the iPhone’s mainstream competition is and how Apple is able to maintain its prices due to its whole ecosystem.
Galaxy S25 Ultra - $1,200
Galaxy S25+ $1,000
Galaxy S25 $800
Galaxy S25 Edge $1,100

Pixel Prices are similar.

Not even sure what you're talking about.
 
Apple values its own 1-year-old used 16 at 400 dollars.
Every year they take off 100 from the previous year's model, while ramping down manufacturing.
They could slash prices by half and still make a profit.
No doubt theirs no reason a company needs to make 292-320% on markups
 
For what Apple charges for memory to begin with... Well, maybe the stuff Apple pays for (apparently it is crapped out by unicorns fed by rainbow dust, and gathered by fairies by the light of the new moon, and woven into magical, hyper-expensive upgrades by angels) isn't affected by pedestrian artificial price increases by commonplace slave-labor Chinese suppliers...
 
Apple has a stellar record of collecting obscenely high prices for their products and services. They've achieved maximum influence and control over the Apple devotees and the lions share of their customers.

Few other companies can continue to maintain profits like the Cupertino company does. As a result it’s quite obvious how they became the top company and financial juggernaut they are. Apple is the master at maximizing their sales and marketing efforts.
 
Is there any way we can get Intel to start manufacturing memory here in the US? Seems like a strategic advantage that is of national importance. As a shareholder in Intel (the federal government owns 10%) I demand they look into this and provide a plan of action.


And they also know that when the AI bubble bursts, consumers either have short memories or will be forced to buy more memory from them because they don't have a choice. There are just a few countries in the world that produce memory, which seems like a problem.
The logistics of doing so are incredibly complex, but not impossible. Unfortunately, the US has placed a VERY low importance and incentive on the type of skill and labor needed for such mass production and there would be a HUGE deficit of people to man such factories. Even a focused, heavily endorsed ramp-up to this type of skill and labor would take years.

Yes, I endorse such an effort, no matter the timeline and cost, because the benefits of having your electronics built sand-to-software in-house is hard to measure in terms of stability, supply, and security. As you yourself consider a career change or raise your children, it is worth asking whether you would encourage this change of mindset.
 
With the extortionate prices that Tim Cook charges for iPhones, even if memory prices get more expensive, Apple will still have big profit margins for each sale.
 
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Anyone building their own computer and looking at RAM prices? They're CRAZY!

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I think the suppliers know that when the AI bubble bursts, it is in their best interest to maintain good relationships with companies that have secure financial resources.
I really hope you’re right and prices for the upcoming M5 Mac mini and its memory & storage upgrades don’t get increased.
 
And? TSMC isn’t building their own RAM for these chips. Same RAM, different wrapper. Doesn’t matter if it goes in an iPhone, a PC, a graphics card, a Switch 2, or a Prius. All come from the same suppliers and it is a seller’s market right now.

You're misunderstanding my point...the RAM in Apple silicon is integrated into the CPU itself as unified memory architecture. When they stamp out a M5 chip, the RAM is already inside so discrete memory costs are not an issue for Apple products.
 
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