The only reason for this thread and a gazillion like it all over the internet misses a massive point.
It’s nothing to do with corporate greed, stock prices, or Apple maintaining a certain margin in sales.
It has everything to do with DDR5(x) RAM.
THREE (3) companies make 97%+ of ALL RAM available to us. This includes HBM AKA DDR7 Used to power the most expensive consumer GPU in the history of me (55 years young), the 5090. And the pro cards.
The card with the same, in parity with last year’s models and their 32GB of vRAM. (A significantly tougher fabrication that includes a significantly higher profit than the slower DDR5).
But the tides changing.
The high bandwidth memory (HBM) manufacturers are Hynix, Micron, & Samsung. They are also the same three manufacturers of DDR5.
Apple’s usual supplier of the not so easy to manufacture shared memory on the same SoC as its C/G & NPU, I/O controllers (from USB1.1 to Thunderbolt 5 and the ability to use a dock to maintain backwards compatibility with USB 1.1 or 2.0).
I believe everything but the radio stack is on Apple silicon and regardless of the money they have/make/grow - they can’t give you a computer for less than it cost them to build!
The fact that no one has even mentioned (I’ll admit I haven’t read every reply but most) the Windows market. I feel kinda bad for the boutique, especially, builders of top shelf rigs. Apple controls horizontally and vertically their hardware and operating system.
Windows has the software and expensive little almost laptop almost tablet machines for a significantly higher price with significantly less performance than Apple ever has with what they had available.
But that’s less than a % of a point of x86 sales. The Dells, ASUSs, HPs, etc of the world make absolutely nothing! (Component wise, except ASUS😉)
Maybe they’ve started to build their cases but their motherboard is sourced out, as is their RAM, CPU, GPU, Power Supply, wiring, storage and case - etc.
Any and Everything you need to make a computer work is sourced and built by Intel, Nvidia, Crucial (which is owned by m Hynix I believe), and on and on.
Dell is a good example of a company that puts the bike you bought together for you. Using parts from everyone but themselves. So is the IBuyPower’s of the world.
All are at the mercy of the market. The ASUS M16 I bought last summer for a decent sale price of $2199 at Best Buy came with the 5070ti, 32GB RAM and a 2TB stick of SSD storage with an empty slot for up to another 8TB. 240Hz OLED display and great little 3nm CPU. I love flight simulators and got it specifically for this and proprietary software that my company runs.
Today they’re building the same computer at almost 30% more cash ($2,899-$3,099) with half the RAM (16GB), ½ the storage (1TB) and no additional improvements. No TB5 port, same everything but less where it counts as the RAM is soldered to the board with no additional RAM slots. For almost a thousand more than I got mine for just a year ago. EVERY single computer manufacturer is dealing with the same challenges and you guys are throwing a fit over a hundred or two bucks for the best hardware on earth!
Micron has committed 100% tooling to HBM in 2027. Hynix, 50% is the number they have been talking about for a change in their fabrication and Samsung has teased their desire to get into the ‘AI boom’ and HBM’s profits as well. With a 10-15% tooling change to try to get an idea of what they will continue to do.
The idea that almost 50% of DDR5 or 6 will not exist (possibly more) will do one of two things. Both good for the consumer.
1. They all go all in on the DDR7X/HBM and we are forced to use the same as system RAM or
2. The price of DDR5/system RAM will get so high that it won’t benefit the fab plant to produce or retool for HBM as they can continue making the far easier DDR5 instead of retooling for what might be a bubble.
I was at Costco over the weekend and they had all their desktops turned on for the RGB lighting but connected to nothing. All of the GPUs and sticks of RAM were pulled on any of the accessible (desktop) machines.
I don’t know why but it was surreal.
If people are willing to steal RAM on display machines, it is very much in demand.
But only so much electricity is available limiting the amount of data centers and the massive demand for RAM (& SSDs for caching on a much larger scale)
The fact that the Apple tax is dead is enough for me to not get down. As well as the absolute fair amount that Apple hiked the prices.
Never in history have they offered a desk and laptop for a thousand bucks for students! I own a Mini M4 (I cheated and bought refurbished with my military discount so I could choose what they had). It came with a 50% increase in the base memory (24GB) and ten fold the storage (2TB) and a 10Gb/s Ethernet port. $1,209 I paid. It was almost $700 off at the time and immaculate condition when I received it.
The current M5 rigs are implementing faster and next generation SSDs with R/W speeds up to and above 12-14Gb/s or 12,000-14,000 Mb/s. From the M4 series unable to reach half the speeds.
The addition of an external SSD is a simple way to get around the storage issue and Apple has a box to check that’s specifically designed for this (install apps >GB to my T-7). It’s under manage storage.
I have seen $7,000+ PC desktops and the new norm on the $2800 rigs is 16GB of RAM. Unless you don’t need it. DDR4 systems and memory itself hasn’t been hit nearly as hard as 5. But the fact you can’t get the chief GPU for less than double the retail price is egregious. It’s already a $2,000 card and people are willingly spending $4,000+ to get one to build their own, home LLM/AI locally.
It’s not just the big companies responsible for RAMageddon.
I hope you have a decent device to get you through this tumultuous time but it’s possible we’re seeing a new normal.
Unless you’re trying to get an M3 Ultra (> of $1,300 in the US), you will be paying more for the hardware but not by a ridiculous amount. If you don’t have the cash for the Max M5, maybe you don’t need it. And you know resellers will have your Neo or Mini for a $100 off in a month or two. Same on the laptops but I think Windows is going to get very expensive. Especially if you’re trying to achieve consistent 4K Ultra with 60fps+ on every triple A game
Each, by the way, sell more on consoles and are optimized for the now 4-7 (?) year old XBOX series and PS5s.
But that’s a tough place to be. No control of your component pricing increases. Apple, by designing its recipes makes the cook’s job easier and cost less.
In a few years this could be the time we look back on and appreciate how the AAA games are now optimized (with DX12) for ARM SoC rigs and Nvidia can sell their overpriced cards to the data centers. We’re otw. With the CPU switch a couple years back, the success of Apple silicon performance and efficiency… I think will be the key to see a RISC future of shared pools of RAM able to be used by the project(s) you are working on. The high speed PCIe g5 drives are almost unnoticeable when the RAM caches to the SSD - maybe not. But I can fly MSFS 2024 on my five year old Xbox and it is known as a taxing piece of software since its genesis.
The cheapest m5 product available will run circles around the Xbox or PS5. The performance is there and the price is fair. But I don’t game per se. Just flight simulation and XPlane is stellar on my Mini. It’s written on a Mac with Metal but they port an excellent x86 version as well. It’s got a lot of features beat vs Microsoft less the use of a real world current mapping system (Bing) for the increased fidelity and realism.
But Microsoft is a day late and a buck short on everything Apple builds. From the sluggish performance of OneDrive and continuously missing Excel power user tools to PowerPoint and extra content on a Windows rig.
While macOS is essentially bloat free. But if you want a stellar office experience; Pages Numbers and Keynote offer as good or better experiences and have become significantly better at exporting as Word without the font faults etc.
If you don’t want them don’t install them. Same with iMovie, GarageBand, Music, Fitness or Playground, etc are easily uninstalled and/or come without them installed and you choose.
If you want a bloat free PC you will pay more. On top of the RAM, storage and current CPU option
The price of a new MacBook Pro Max is in near parity if not cheaper than a PC capable of the equivalent performance (excluding gaming, but including graphics intensive workflows). This is shown over and over again by the benchmarks and real world usage with each iteration.
We shall see but I imagine many of us go to the grocery store too.
Have you not noticed how much less is in the cart compared with a year ago?
Gas?
Flights?
Going out to dinner?
Steak?
Beer?
Inflation is real and it’s here. Apple didn’t raise prices due to inflation but the fact that the parts they don’t make have increased. Maybe they need to buy Hynix or Samsung’s factory and IP to make their own memory and storage products
Sincere apologies for the novel. But seeing Costco pull the 5050 & 5060s as well as the RAM sticks from their demos was eye opening