John Ternus faces a turbulent start to his tenure as Apple CEO, including massive RAM pricing spikes that will impact the fall iPhone launch. With continued pressure to manufacture in the U.S, supply chain changes could be on the way. …
… Supply chain shifts reduce risk but don& 039;t remove pressure Supply chain changes remain one of Apple& 039;s main tools for managing tariff exposure, and the strategy has clear limits. …
… However, the sheer size of Apple& 039;s manufacturing effort means its products aren& 039;t affected by pricing as much as others. Its long-term supply chain deals means it locks in the cost of modules at specific levels, while others may see more immediate pricing fluctuations. …
… Apple doesn& 039;t disclose model-level production plans, and supply-chain reporting often reflects partial or localized adjustments. …
… How tariffs affect Apple Apple is a global company with a giant supply chain that ships products from everywhere. …
… However, while an underperforming product introduces some supply chain problems, a high-selling one brings its own issues to the table. Something that Apple is trying to deal with. Apple is now talking to its supply chain partners due to the high sales of the MacBook Neo, reports Culpium on Tuesday. …
… Earlier reporting points to a Mac mini update later in 2026, but exact timing is uncertain and current availability issues may still affect Apple& 039;s supply chain.
… While the main discussion has been about how Apple is faring on the supply chain side of things, it seems retail is being affected at a much faster rate. …
… AirPods Max 2 are showing a stable supply chain, with in-store stock and on-time deliveries pointing to production that scaled without major issues. …
… Citing unspecified sources within the supply chain, the report claims that Apple will make its final choice of suppliers before the end of May 2026. …