I think it would be uncharacteristic of Apple to raise prices anytime from now till new products are announced in September. It doesn’t match Apple’s brand image (like the author says). As pointed in another post by John Gruber, Apple kept selling the trash can Mac Pro for a very high price for years without any updates. So it can certainly afford to bear this pain for a couple of more months and bundle all the price hikes together.<p>The threat of a price hike may increase sales in the near term (especially the back to school sale) and could tamper down the drop in profits a bit. After all, the hardware bill of materials is not the only thing deciding the product price.<p>A bigger hike now could have a snowballing effect on “switchers” and the potential services revenues they could bring.<p>I’m guessing that Apple will increase the prices of all products with the iPhone and Apple Watch launches in September. The increase in prices for currently selling products will be a store update, without any press release or news or tweet or any notification. That’s the (quiet) Apple way of doing things.
It'll really depend on apple's contracts with suppliers and the types of ram used in certain products. I could see them having medium term contracts, with first right of refusal to purchase on the longer term.<p>Memory has been a boom/bust industry since the 1970s, so I imagine people are careful with long-term agreements, but that's just me spitballing.
I suspect you’re right, but if they don’t do it until the new stuff is announced I suspect the price hike would drown out the news of all the new stuff. And I really don’t think Apple wants that.<p>If they announce it on, to pick a date, July 1 then by the time the iPhone is announced it will be somewhat old news. It will still get mentioned but it won’t be the main feature of every story at announcement time.<p>Like so many other companies Apple is between a rock and a hard place with this stuff.
> I suspect the price hike would drown out the news of all the new stuff. And I really don’t think Apple wants that.<p>I think they could get away with it if they do something like drop the price of the lowest device tier (or minimally hold price steady) and only increase prices on their more premium line up, where the premium buyers are less price sensitive.
> As pointed in another post by John Gruber, Apple kept selling the trash can Mac Pro for a very high price for years without any updates. So it can certainly afford to bear this pain for a couple of more months and bundle all the price hikes together.<p>It seems unlikely that Apple created a rainy day fund from offering an legacy product at niche prices almost a decade ago. Equally unlikely that Apple will continue to sell at a loss today out of a traditional disregard for decreasing component costs.
came to say this, there's almost zero history for this so unless their supply chain got meaningfully distorted I can't see why this would happen now
They might add it as a surcharge the way Ubiquiti is doing it. I recently bought a bunch of stuff and it all comes with a memory or tariff surcharge that is annoying but it's hard to argue it.<p>Also we know that it's coming soon, that's why Cook is running cover for the new CEO. They don't want the new CEO to be the one taking the fall on higher prices, so before September 1 will be my guess.<p>Thank God I made the right decision and I bought a max'ed out Macbook Pro 5 Max with 128 GB of memory a couple of months ago. I think prices will continue to keep going up.
They already did, to an extent. The base Mac Mini used to be $600 with a 256 GB SSD, but they got rid of that and now the cheapest option is the $800 512 GB model. The typical Apple strategy is to make the base model of a given computer the price competitive version, and price gouge on additional storage and RAM to build up their margins. I guess the RAM price increase made the margins on the $600 model too low for Apple to want to sell.
I said “$600” in a comment about the Neo. You said “$600” twice here about other things.<p>One thing is for sure, people consider that Apple hardware starts at $600.<p>They are not raising prices. They are keeping them low (in marketing) to outcompete others like Microsoft (aka Valve).<p>Gabe Newell worked at Microsoft for 15 years - people need to start considering Valve an extension of Microsoft. Their unofficial App Store for games.
I understood this as a “the next generation will cost more”. By now I am sure apple can fairly accurately predict device sales for each season and so they likely have a decent backlog for the current generation, procured at reasonable cost from hardware manufacturers.<p>It’s when they had to negotiate for the next generation where the price would be hiked.<p>Like the author I wouldn’t bet more than a beverage on this though.
Aren't their storage prices so inflated that they could just eat the difference?<p>For years with every other OEM I have bought the laptop with the minimum amount of memory and saved $800 or so buying the largest memory sticks that work with the machine from Crucial (R.I.P.) Doesn't work if the memory is soldered to the board though!
> Aren't their storage prices so inflated that they could just eat the difference?<p>Yes but to a point. Like Microsoft raised their Surface series prices.
There's internal threshold of what they can tolerate before raising prices.<p>You can see the price and trend here:
<a href="https://www.pcpartpicker.com/trends/price/memory/" rel="nofollow">https://www.pcpartpicker.com/trends/price/memory/</a><p>Yet, remember that costs are more complex with currencies and shipping prices.
Hah, yes, with my cheesegrater Mac Pro 2019, Apple wanted $3,000 for 160GB of memory (to go from 32 to 192GB).<p>I bought it with 32 and OWC sold me the exact same sticks of memory (manufacturer, timings) for $1,050.<p>Same. $3,000 for 8TB of SSD. $1,200 for 4 x 2TB Samsung 990 Pros and a 4xM.2 NVMe PCIe enclosure. Which actually ran about 500MB/s faster than the Apple SSD.
Tim justifying selling a computer for more than 10k when that Mac Studio comes out
>I also do not think they’re going to raise the prices of existing products mid-cycle<p>This surprised me too. I'd accepted that price hikes were coming for the new range...that's expected. But hiking prices on the existing range felt like a step too far!<p>Might have been a marketing stunt to nudge people into upgrading.
Well, if that was the plan, it worked. I just caved and bought an M5 to replace my older one. Boo.
September.
Slow news day, I guess.
[dupe] Discussion: <a href="https://news.ycombinator.com/item?id=48580466">https://news.ycombinator.com/item?id=48580466</a><p><a href="https://news.ycombinator.com/item?id=48576901">https://news.ycombinator.com/item?id=48576901</a>
This was inevitable. The better question is if AI related hardware costs drop after the AI bubble implodes, will Apple drop the prices? My answer is negative.
I think we might end up in a weirder situation: Apple _does_ drop their prices back down to current levels for the same quantity of ram, but ASP goes much higher, at least for the Pro tier buyers. My reasoning is that depending on how the benchmarks look, many of us may try to go big on ram on our next hardware purchases to run models locally as a way of hedging either model costs, or to ensure access.
This is understandable given the market but part of me really wishes this would wait a year even though it won't.<p>Mac hardware is so close to being really useful for local LLMs and it's shared memory architecture could be a direct shot across the bow of NVidia's aggressive VRAM Market segmentation but it just can't compete with the raw FLOPS and memory bandwidth of NVidia. You can buy a Macbook Pro with an M5 Max with 128GB of RAM for $6k currently. I expect that will go up by 20-50% in the next generation.<p>It's safe to say that no current Apple product will get a RAM bump for the next 1-2 cycles at least.<p>I think this is going to impact NVidia too but in a different way. Normally in NVidia's product cycle we'd expect 50x0 Super mid-cycle refreshes. It's clear that's not happening this time around. We might expect the 6000 series late next year. I think there's zero incentive for NVidia to do that so that'll likely get delayed into 2028 or possibly 2029. 5090 prices keep going up even though it's 1.5 years old.<p>Anyway, as for Apple I'm keenly watching for the anticipated refresh of the Mac Studio lineup. The previous gen (M3 Ultra, M4 Max) just don't have the raw horsepower even though they had configs up to 512GB (512GB and 256GB now discontinued). It'll be interesting to see what the max config is and when these come up. Q3 2026 is widely expected but I wouldn't be surprised if it slips into 2027.
> You can buy a Macbook Pro with an M5 Max with 128GB of RAM for $6k currently. I expect that will go up by 20-50% in the next generation.<p>That config can be had for $5100 already:
<a href="https://www.apple.com/shop/buy-mac/macbook-pro/14-inch-space-black-standard-display-apple-m5-max-chip-18-core-cpu-40-core-gpu-128gb-memory-2tb-storage" rel="nofollow">https://www.apple.com/shop/buy-mac/macbook-pro/14-inch-space...</a>
> It's safe to say that no current Apple product will get a RAM bump for the next 1-2 cycles at least.<p>The Neo seems likely to.
I think we’re likely to see some kind of tiered storage (maybe still 8GB of GDDR5, but some additional memory running at slower speeds that’s volatile and then segmenting the SSD into a bigger, slower part and a smaller really fast part.<p>The technology all exists to do this and it’s ideal for the kind of local inference Apple wants to push.
I don't have apple-issued devices, so no money flows from me
into apple, but it should be pointed out that with an increase
in RAM prices, many of us already paid more in general, and
apple may benefit here indirectly when they can add their own
extra-cost onto devices on TOP of that increased RAM prices.
So this should be considered rather than merely focus on
(only) "Apple is increasing device prices". They are all milking
us.<p>I also think now, with RAM prices increased, ALL hardware manufacturers
should be considered an illegal mafia aka cartel. It can not be that
they steal money that way. That is not how capitalism and free market
work. This is a de-facto monopoly. States need to do something; the
USA under Trump is just a corporate disguise right now. They are doing
nothing about it. The EU is not much better, slow and like a behemoth
focusing on "data privacy" (but then handing over all of our data to
the USA anyway and on top of that mandating age sniffing soon). They
don't protect consumers from exploding RAM prices.
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