Apple price increases

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388 posts

Ultimate Geek
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#3506591 27-Jun-2026 16:56

oops I meant YMTC has been undergoing validation testing with Apple since April. If they are added to their panel of suppliers it could result in significant downward pressure in Apple NAND pricing. SK Hynix and Kioxia could be forced to price match.

Handle9

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#3506592 27-Jun-2026 17:06

We’ll see. The demand for anything AI adjacent is so insatiable at the moment it’s hard to see where the top of the demand curve is. It’s probably going to get worse before it gets better.

Asteros

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Ultimate Geek
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#3506595 27-Jun-2026 17:12

Yes a lot of moving pieces. There’s a significant political dimension here as well. Let’s see what happens.

Asteros

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Ultimate Geek
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#3506599 27-Jun-2026 17:59

Actually, one thing I would like to seek further clarity on is how different consumer DDR5 is compared to "enterprise" DDR5 that hyperscalers/data centre AI users are purchasing? My understanding is that best practice is for consumer DDR5 to not be used for data centre deployments.

Insanekiwi

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Ultimate Geek
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#3506650 27-Jun-2026 18:50

Rushmere:

For anyone looking to buy right now, the prices haven't been updated on the Airpoints Store yet (even though purchases come straight from Apple).

My partner's laptop died tonight. PB Tech increased prices pretty promptly, but I've just grabbed a new MacBook Neo from the Airpoints Store at the old price. Even better still, I had enough Airpoints, so no cash changed hands. Phew.

I presume the prices will be updated very soon, so get in quick. At the time of writing, MacBook Airs, Pro's, Neo's and Apple TV's all look to be still at the old prices.

Thank you - managed to grab an iPad Air and HomePod Mini!

lxsw20

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#3506652 27-Jun-2026 19:11

Rushmere:

For anyone looking to buy right now, the prices haven't been updated on the Airpoints Store yet (even though purchases come straight from Apple).

My partner's laptop died tonight. PB Tech increased prices pretty promptly, but I've just grabbed a new MacBook Neo from the Airpoints Store at the old price. Even better still, I had enough Airpoints, so no cash changed hands. Phew.

I presume the prices will be updated very soon, so get in quick. At the time of writing, MacBook Airs, Pro's, Neo's and Apple TV's all look to be still at the old prices.

Be interesting to see if they end up supplying these, my guess is you'll get a sorry can't sort the order. Worth a go all the same.

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Rushmere

367 posts

Ultimate Geek
+1 received by user: 196

#3506656 27-Jun-2026 19:45

lxsw20:

Rushmere:

For anyone looking to buy right now, the prices haven't been updated on the Airpoints Store yet (even though purchases come straight from Apple).

My partner's laptop died tonight. PB Tech increased prices pretty promptly, but I've just grabbed a new MacBook Neo from the Airpoints Store at the old price. Even better still, I had enough Airpoints, so no cash changed hands. Phew.

I presume the prices will be updated very soon, so get in quick. At the time of writing, MacBook Airs, Pro's, Neo's and Apple TV's all look to be still at the old prices.

Be interesting to see if they end up supplying these, my guess is you'll get a sorry can't sort the order. Worth a go all the same.

They still haven't increased the prices, which does seem quite strange. I wonder if they don't actually get many sales through the Airpoints Store, so it's relatively small fish.

I've had a confirmation email for my order (and my online order status is showing as "ready to despatch") so I'm hopeful, but we'll see!

SpartanVXL

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#3506661 27-Jun-2026 20:05

Asteros:

Actually, one thing I would like to seek further clarity on is how different consumer DDR5 is compared to "enterprise" DDR5 that hyperscalers/data centre AI users are purchasing? My understanding is that best practice is for consumer DDR5 to not be used for data centre deployments.

Enterprise values reliability, fault tolerance. Things like ECC etc. which usually means slower speeds. Lower voltages and higher density.

Consumer grade stuff doesn’t need to meet that level and prefers faster speed and latency. Enterprise only uses JEDEC whereas you’ll see consumer stuff go way faster.

It doesn’t stop some outfits though, again whatever they get their hands on.

Insanekiwi

605 posts

Ultimate Geek
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#3506664 27-Jun-2026 20:46

Will report back if AirNZ does decide to ship it. They do have obligation to fulfill the order.

Handle9

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#3506666 27-Jun-2026 20:58

Insanekiwi:

Will report back if AirNZ does decide to ship it. They do have obligation to fulfill the order.

They don't have to if there was a genuine pricing mistake. They have to say this of course, they can't just YOLO it.

Rushmere

367 posts

Ultimate Geek
+1 received by user: 196

#3506678 27-Jun-2026 22:08

Handle9:

Insanekiwi:

Will report back if AirNZ does decide to ship it. They do have obligation to fulfill the order.

They don't have to if there was a genuine pricing mistake. They have to say this of course, they can't just YOLO it.

It would seem like a bit of a stretch to claim a pricing mistake, but I guess they could if they really wanted to.

My guess is that they'll just suck it up and supply them at the old price - I doubt there will be many orders to fulfill. I presume there is no one working there over the weekend, and the prices will be changed on Monday when someone realises there's an issue!

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dafman

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#3506817 28-Jun-2026 10:47

Historically, manufacturers have a sale to incentivise purchases. Apple’s just hit on the opposite strategy.

SpartanVXL

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#3506833 28-Jun-2026 12:20

dafman:

Historically, manufacturers have a sale to incentivise purchases. Apple’s just hit on the opposite strategy.

Again, AI demand is so high every manufacturer is raising their prices.

https://www.techradar.com/computing/memory/lenovo-declares-a-new-normal-for-higher-memory-pricing-in-the-2030s-while-microsoft-forecasts-prices-to-double-again-in-a-year

’New normal’ phrase is back out in force.

wellygary

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#3506843 28-Jun-2026 13:11

Asteros:

oops I meant YMTC has been undergoing validation testing with Apple since April. If they are added to their panel of suppliers it could result in significant downward pressure in Apple NAND pricing. SK Hynix and Kioxia could be forced to price match.

It becomes a political decision for Apple, both CXMT and YMTC are on Pentagon black lists,

HP have been sniffing around this with speculation they could use them in products not intended for the US market... But they are both US headqurtered and seperating production lines based on markets is an expensive way to run a company.

Asteros

388 posts

Ultimate Geek
+1 received by user: 202

#3506847 28-Jun-2026 13:48

Overnight, FT article around Apple wanting to buy memory from CXMT:

https://www.ft.com/content/d72a25e2-7bde-4aa9-bd8d-0c4f3d6cb2cb?syn-25a6b1a6=1

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