Apple to outperform broader notebook market amid downturn - 9to5Mac
… Second, it says rising component costs, partly due to “the rapid expansion of computing demand for AI,” will put additional pressure on pricing across the industry. …
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Kuo: Apple’s iPhone camera roadmap includes a costly upgrade - 9to5Mac
… This alone shouldn’t mean that Apple will increase the price of the iPhone 18 Pro and iPhone 18 Pro Max, but the component cost increase couldn’t come at a worse time, as Apple is already dealing with rising memory costs that are putting pressure on its margins. …
BNP Paribas hikes Apple stock target, cites memory shortage opportunity - 9to5Mac
… Today, BNP Paribas issued an investor note via Bloomberg arguing that Apple’s supply chain and scale put it in a stronger position to weather those pressures and even gain share. …
Apple saw 23% jump in iPhone sales in China in early 2026 - 9to5Mac
… Here are the details. iPhone sales surge in China as competition increases prices According to the report via Reuters , the rising costs of memory chips led Android manufacturers to raise prices to the point that not even government subsidies were able to curb the decline in smartphone sales. …
John Ternus faces critical decisions on iPhone pricing and US manufacturing
… The report says Ternus will have to make supply-chain decisions that will impact the company for many years ahead. …