Apple price increases

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enserf
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#3506344 26-Jun-2026 14:41

Stu1:

lucky the prices have gone up on their site now

Wow that's a huge jump. Glad I got mine from NL when the first came out- and looks like I won't get a new one when they are released.

Asteros

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#3506347 26-Jun-2026 14:53

I think prices will come back down because we are in an unprecedented situation. The cure for high prices is high prices in an unrelated industry I am familiar with. Apple has form for reducing prices when it suits them - Google is your friend. The interesting thing is that the iPhone had a margin of approximately 47%-53%, calculated before the component price rises, which is not excessive when compared to other industries/products.

wellygary

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#3506349 26-Jun-2026 14:59

Asteros:

I think prices will come back down because we are in an unprecedented situation. The cure for high prices is high prices in an unrelated industry I am familiar with. Apple has form for reducing prices when it suits them - Google is your friend. The interesting thing is that the iPhone had a margin of approximately 47%-53%, calculated before the component price rises, which is not excessive when compared to other industries/products.

Not until AI demand stabilises, There is shortage of Fabs on the planet and there is Huge demand from Datacentre builders (being funded from AI developers) for high speed memory and storage. This is like gasoline on an already constrained market, and as a result consumers are getting priced out....

We need one of the AI IPOs to spectacularly fail and I think there will be a second look taken at how much compute capacity is needed....

But until that happens everyone is pouring cash into AI companies who in turn are screaming out for compute cycles to run their models on....

Until we stop feeding the AI bubble the demand for semiconductors will continue...

Asteros

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#3506353 26-Jun-2026 15:15

For my day job, amongst other things, I have been tracking the drivers of the DRAM and NAND issue for quite some time. I can say with conviction that there are solutions already coming into the market because the cure for high commodity prices is high commodity prices. I don't have a crystal ball but I wouldn't be putting all of my chips (ha) on prices staying high as long as consensus believes.

wellygary

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#3506356 26-Jun-2026 15:41

Asteros:

For my day job, amongst other things, I have been tracking the drivers of the DRAM and NAND issue for quite some time. I can say with conviction that there are solutions already coming into the market because the cure for high commodity prices is high commodity prices. I don't have a crystal ball but I wouldn't be putting all of my chips (ha) on prices staying high as long as consensus believes.

Like when the SoH Closed and Oil prices went up, we started to see oil being pumped from all sorts of weird and wonderful places in response,

There are certainly more fabs being built than they have built in a long time and the incentive for existing plants to expand production is pretty huge..

dafman

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#3506361 26-Jun-2026 15:49

I have been on the fence for an Apple TV for a couple of months, waiting for a new release to be announced.

Now off the fence, they can keep their kit. It's just a streaming box, not a block of gold. I'll stick with Freeview.

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mattwnz

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#3506364 26-Jun-2026 15:54

dafman:

I have been on the fence for an Apple TV for a couple of months, waiting for a new release to be announced.

Now off the fence, they can keep their kit. It's just a streaming box, not a block of gold. I'll stick with Freeview.

TBH I never saw the appeal and maybe they are trying to kill it off as they don’t update it very often.

enserf

enserf
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#3506367 26-Jun-2026 16:03

mattwnz:

TBH I never saw the appeal and maybe they are trying to kill it off as they don’t update it very often.

I think the greatest feature for me (as an iPhone user) over other devices is being able to use my phone keyboard to type in credentials or search for stuff.

It's certainly not the only Apple product that doesn't have a regular hardware update, but they do update tvOS with new features annually.

tripper1000

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#3506370 26-Jun-2026 16:13

mattwnz:

Will they drop the prices back when ram prices drop after the ai bubble bursts?

I suspect not.

Apple has sufficiently fat profit margins in their phones to be substantially cheaper and still make money. However;

They hold approx 20% of the phone market and seem happy with this position.They calibrate their prices to maintain this market share, neither growing nor shrinking.

Why?

A large part of their appeal is the prestige and exclusiveness. They would still make money after cutting prices by 30% in order to take a larger share of the market but the additional sales would only make up for the profit lost by cutting prices.

So why choose to ship more products to make roughly the same money? And why dilute your prestige brand for no gain in profit?

DjShadow

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#3506372 26-Jun-2026 16:26

I need to buy a MBP for a new developer but been waiting for 1 July which is the start of the new financial year so I can get funding, saw this news and got straight onto my vendor who basically said they were caught by surprise and no buffer zone to keep existing pricing. IT price rises every month just a fact of life at the moment

dafman

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#3506380 26-Jun-2026 16:46

mattwnz:

dafman:

I have been on the fence for an Apple TV for a couple of months, waiting for a new release to be announced.

Now off the fence, they can keep their kit. It's just a streaming box, not a block of gold. I'll stick with Freeview.

TBH I never saw the appeal and maybe they are trying to kill it off as they don’t update it very often.

We currently have Freeview via UHF and Netflix via TV app. I was interested in having an integrated responsive interface for these, plus ability to mirror iPhone and iPad screens. So more convenience rather than new functionality.

At $279 I was prepared to pull the pin, but not at $429

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RunningMan

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#3506382 26-Jun-2026 17:13

EviLClouD:[snip] Also quite surprised the Apple TV 4k has increased by $150 from $279 to $429…

Even in the current market, that is an outrageous increase. More than 50%. I use AppleTV every day and think it's great, but I really hope people stop buying them at that price.

Mehrts

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#3506388 26-Jun-2026 17:24

I purchased an Apple TV 4K from Noel Leeming this morning before they updated the pricing.

I was hanging out until September when (supposedly) a new version is announced, so that plan quickly went out the window!

SpartanVXL

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#3506395 26-Jun-2026 17:38

Asteros:

For my day job, amongst other things, I have been tracking the drivers of the DRAM and NAND issue for quite some time. I can say with conviction that there are solutions already coming into the market because the cure for high commodity prices is high commodity prices. I don't have a crystal ball but I wouldn't be putting all of my chips (ha) on prices staying high as long as consensus believes.

What are the solutions? New fabs are 2-3 years away, current production is being diverted because consumer tech is not as profitable. Last time general compute was hijacked was crypto, asic/fpga lessened it but prices never truely returned.

Asteros

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#3506398 26-Jun-2026 17:52

I don't want to be that guy but that would be making it a little too easy. It wouldn't take much to figure out what I'm alluding to, especially since I'm a neophyte with tech, as it's starting to get a lot more traction in the business press.

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