Apple Evaluates Options on Rising Memory Costs as 3-Supplier DRAM Market Tightens
Updated
Updated · Yahoo Finance · Aug 2
Apple Evaluates Options on Rising Memory Costs as 3-Supplier DRAM Market Tightens
3 articles · Updated · Yahoo Finance · Aug 2
Summary
Memory costs rose again in the June quarter and are expected to climb further in the September quarter, with Tim Cook warning the pressure could increasingly hit Apple beyond that period.
Apple has cushioned the impact by using lower-cost inventory bought earlier, but Cook said that benefit will fade over time even as some non-memory component costs ease.
Cook did not say whether iPhone prices will rise, instead stressing supply flexibility and noting the DRAM market is dominated by three major suppliers, with more vendors potentially helping pricing and availability.
Apple has already raised prices on products including MacBook, iPad, HomePod and Apple TV lines, while leaving iPhone pricing unchanged so far.