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Qualcomm Raising Chip Prices Starting Tomorrow
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Dirk Pieters
macrumors 6502a
They are completely different things.
When you sell apps through the AppStore Apple provides you a customer-base of hundreds of millions of customers, an infrastructure where you can uploads your apps and they take care of all the financials for you, including the hassle of customers who want refunds, in exchange for a 15% cut.
If you think that's extortion, build a physical product and try to get it on shelves in physical stores.
When you do, please report back here on how happy you were with that experience.
Dirk Pieters
macrumors 6502a
People can try and find different jobs to deal with that problem. You don't have to be stuck with the same job and same problem for ever, you know?
tridley68
macrumors 68020
Apple needs to start making its own chips in-house and cut these clowns out.
boswald
macrumors 68040
Yeah, good luck with that in today's economy. Especially with a looming recession. And what about all those newly-graduated kids looking to start a career? What about those who want to work in the tech sector? By the time you or me got to where we should be, their jobs will be eaten by AI.
Dirk Pieters
macrumors 6502a
I don't know what the job market looks like where you are. Over here there are massive shortages in jobs that will never be taken over by AI.
Skate to where the puck is going to be.
k1121j
macrumors 68020
Yep, I see that as the downside of capitalism. Given some companies just run themselves in to the ground golden parachutes etc. Then wash rinse repeat.
This is where regulation should play a part to smooth out the peeks and valleys.
It is well known capitalism without regulation is inherent to fail
I’m guessing the 17 Pro or American 18 Pro version will be the last Qualcomm modems in the iPhone with Qualcomm significantly raising the prices.AI buildouts don’t just consume DRAM and NAND. TSMC raised its wafer prices by double digits for all nodes from N2 to N28.
AI Capacity Fully Booked: TSMC Reportedly Raising Prices Across the Board by 10% to 15% — BigGo Finance
Explosive AI chip demand has pushed TSMC's advanced process capacity to full utilization, with N2 and N3 capacity almost entirely booked by Apple and…finance.biggo.com
Even components most people don’t think about including MLCC capacitors have gone up 25-50%.
The $300 increase for M6 Mac mini isn’t just DRAM and NAND. It’s for everything from wafers to PCBs to capacitors.
Apple 🍎 probably already let Verizon know that they may have to sell the iPhone without mmWave because they are not paying Qualcomm’s crazy high modem prices. Verizon will have to just make money off Samsung as they religiously use Qualcomm for all their phones.
The 16e, 17e and iPhone Air were all a beta test for how well the Apple Custom Modem would work. It has performed great so far.
They have their own modem now with the C1 and C1X and we will hear about the new C2 modem at next week’s iPhone Keynote.
fourthtunz
macrumors 68000
I am not defending anyone but it seems to be the credo of the modern world, gouge until
you cannot gouge any more!
Jumpthesnark
macrumors 68000
I always thought that the law of supply and demand was the one rule of economics that everyone was familiar with. Oh well, guess not.
It's amazing how many people talk about economics without even a basic understanding of economics.
With all the educational resources available today, there's no excuse for spewing what essentially are slogans pushed by influencers who are paid to make sure you don't think.
If you want to make things and sell them for less, go ahead. The guy who started TSMC was 55 when he started it. It's not too late for you.
With all the educational resources available today, there's no excuse for spewing what essentially are slogans pushed by influencers who are paid to make sure you don't think.
If you want to make things and sell them for less, go ahead. The guy who started TSMC was 55 when he started it. It's not too late for you.
Yes, it’s very well established but I fundamentally disagree with it!
Verizon sold the iPhone 16e, and currently sells the 17e and the Air.
Where is this idea coming from?
Companies frequently increase prices through their own failure to anticipate demand. Many mistakes happened around Covid and now data centre requirements and the associated costs are falling on the consumer. These were issues that the industry failed to respond adequately to and in some cases they now choose to sell their product to the data centre owners.
My response is to now hang on to what I own and not upgrade. I hope many others do the same and that the tech companies start to notice.
Because they didn’t put the C1 or C1X modems in the 17 Pro series. We will see at next week’s keynote if they put the C2 modem in the 18 Pro series.
Verizon may pay Apple 🍎 a kicker 💰 to keep the mmWave feature with Qualcomm modems and everyone else will get the C2 modem.