… "In the past, Apple& 039;s pricing situation has always been high," he said in translation , "so for them to release a very budget-friendly product, this is obviously a shock to the entire industry." That& 039;s despite the industry knowing that Apple was working on such a device, but presumably no… …
… While Apple does dictate the final pricing of products, Gurman points out that it only has a limited amount of influence. Its vendors dictate the price of goods, since Apple has to buy the products from them in the first place. The problem isn& 039;t just one of pricing, but also of availability. …
… That& 039;s all because of AI-driven demand, and it will take years for the industry to catch up production, if it can at all. …
… As yet, the massive payments haven& 039;t resulted in meaningful shifts in iPhone production to the United States. …
… The December quarter had a minimal impact due to memory pricing, Cook said, warning at the time that it would be more of a concern in the March quarter. …
… Ever-increasing DRAM prices will likely ensure it costs more to make a MacBook Neo today than it did during its initial production run. …
… It also creates pricing headroom, since Ultra devices can move into higher price tiers without forcing increases across the Pro lineup. …
… Apple often builds inventory late in a cycle to support pricing windows and maintain availability as newer models draw attention. Double 11 is a major sales event, and added production helps keep supply steady through that period. …
… Apple now treats them as an ongoing expense alongside currency shifts and component pricing. Apple has largely absorbed those costs so far and kept pricing stable across most of its hardware while posting strong financial results. …
… Profitability now depends more on moving customers toward midrange and premium devices where pricing power is stronger. …