alt Hacker NewsI wonder if Apple will budge. The margins on their RAM upgrades were so ludicrous before that they're probably still RAM-profitable even without raising their prices, but do they want to give up those fat margins?
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> I wonder if Apple will budge.
Perhaps I don't understand something so clarification would be helpful:
I was under the impression that Apple's RAM was on-die, and so baked in during chip manufacturing and not a 'stand alone' SKU that is grafted onto the die. So Apple does not go out to purchase third-party product, but rather self-makes it (via ASML) when the rest of the chip is made (CPU, GPU, I/O controller, etc).
Is this not the case?
RAM upgrades are such a minor, insignificant part of Apple's income - and play no part in plans for future expansion/stock growth.
They don't care. They'll pass the cost on to the consumers and not give it a second thought.
I'd like to believe that their pricing for ram upgrades are like that so the base model can hit a low enough of a price. I don't believe they have the same margin for the base model compared to the base model + memory upgrade.
I read online that Apple uses three different RAM suppliers supposedly? I wonder if Apple has the ability to just make their own RAM?
on one hand they are loosing profit, on the other hand they are gaining on market share. They will probably wait a short while to assess how much they are willing to sacrifice profits for market share
I am fully expecting a 20%+ price bump on new mac hardware next year.
It’s 4D chess my dude, they were just training people to accept those super high ram prices. They saw this coming I tell you!
I know contract prices are not set in stone. But if there’s one company that probably has their contract prices set for some time in the future, that company is Apple, so I don’t think they will be giving up their margins anytime soon.