When will Apple prices drop again? Maybe years, maybe never ...
Key Points:
- Apple has recently increased prices on some products by over 50%, with memory and storage upgrade costs doubling in certain cases, and the company is struggling to reverse these hikes soon.
- RAM prices are projected to continue rising significantly through this year and next, with a 40-45% year-on-year increase expected, and only limited relief anticipated around 2028 due to new supply capacity being offset by growing AI demand.
- Apple’s attempt to source memory chips from Chinese companies on the U.S. trade blacklist appears unlikely to succeed, limiting options for cost reduction.
- Industry investment in memory chip production is a long-term process extending to 2030, making short-term price decreases improbable and suggesting that higher prices may become the new standard.
- Consumer sentiment reflects skepticism about price reductions, with a majority believing recent increases are likely permanent, advising potential buyers to purchase Apple products sooner while lower third-party prices remain available.