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ARM Mac might dominate the next few years

Z

Zest28

macrumors 68030
Original poster
Jul 11, 2022
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Rumours are out that Apple has secured RAM supply from Samsung, while other companies such as Dell has failed to do so.

But there is also a GPU crisis unfolding where a RTX 5090 is expected to jump from $2000 to $5000 in the next few months.

If the rumors are true that Apple succesfully secured ahead of time RAM from Samsung, and AMD and NVIDIA GPU's are going to skyrocket to absurd prices on top of this, Apple will be one of the few companies who can build "affordable" computers in 2026 - 2027.

2026 - 2027 could be the year of the Mac.
 
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I'm thinking more along the lines. That they are the only ones who will be able to produce enough to meet demand, at least based on current demand. For the other brands. It won't be that they can't build affordable computers. It's that they won't be able build enough to meet demand. Leading to scalper pricing of computers. With each computers selling for way over the per unit cost.

This will probably also happen to Macs to some extent. While Apple has pretty strong control over retail pricing. I wouldn't be shocked to see scalpers buying up inventory and selling at inflated prices on eBay, Facebook Marketplace and such.

What I do wonder. Is if Apple is anticipating increased demand for Macs, iPhones, &c and put in a larger order than usual? Because it's not just computers. Even Samsung Galaxy division couldn't order from Samsung RAM division. New smartphones are going to be in short supply. Which means if people can't order a new Samsung, Oneplus, &c. They are going to order an iPhone. Which will strain iPhone supply.

Unlike everyone else. Apple can go in to the RAM manufacturers and offer more money than just about any AI company. Except, maybe, nVidia.

I think Dell will be fine though. Even though their laptop, desktop and workstation lines will suffer. They'll be cranking out servers like crazy. Same with HPE. All that DDR5 manufacturing is going into server memory. Someone has to make the servers.
 
pshufd said:

Realistically, does the typical consumer buy 5090s? 5080 pricing seems normal right now. 5050s are selling at a discount to MSRP. A 5050 probable meets my needs.
Click to expand...

The price increase hasn't happened yet, so the pricing looks fine right now. I don't think it's just the RTX 5090 that will be hit, but the entire product line of NVIDIA and AMD.

I figured Lenovo also played their cards right as I picked up a Lenovo with a RTX 5080 for very cheap recently, which I found quite surpising given the current market conditions.
 
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I will believe it when I see it. I doubt Apple will be unaffected by the RAM shortage or hurt less than larger volume manufacturers.
 
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