https://www.wsj.com/tech/apple-price-increases-memory-supply-199845b1
Looking at an 18-20% price increase for next iPhone.
Personal anecdote: I received an email from maker of my PC (Digital Storm) and they are offering the RTX 5090 to existing customers before going to market with it...for wait for it....$3,800 just for the card. My rig already has an RTX 4090 which was best card consumers could get when I purchased it. I bought this computer right before the AI bubble and I paid less than that for the entire machine.
Quote:
Apple plans to raise prices on its products to offset the surging costs of memory and storage chips, Chief Executive Tim Cook said in an exclusive interview with The Wall Street Journal.
"Unfortunately, price increases are unavoidable," he said. "We're doing our best to mitigate the huge increases that are being passed to us, and we've been trying to shield our customers from the increases, but the situation has become unsustainable."
Looking at an 18-20% price increase for next iPhone.
Quote:
Passing the higher cost on to consumers while maintaining its profit margin would add about $270 to the price of the next iPhone Pro model, estimates research firm TechInsights.
Since last year, when Google, Microsoft , Meta and Amazon began announcing big increases in their capital spending budgets, the prices for memory and storage chips have both quadrupled. TechInsights expects both prices to continue increasing into 2027.
"There's less supply at a time when consumers want devices and the memory guys are passing along huge price increases," said Cook. "We definitely need memory pricing and supply to return to reasonable levels for consumer products. That's the bottom line."
Personal anecdote: I received an email from maker of my PC (Digital Storm) and they are offering the RTX 5090 to existing customers before going to market with it...for wait for it....$3,800 just for the card. My rig already has an RTX 4090 which was best card consumers could get when I purchased it. I bought this computer right before the AI bubble and I paid less than that for the entire machine.
