Comment by erxam
4 months ago
Just yesterday I saw people saying that Apple wouldn't increase prices until the next refresh.
And I agreed! So… holy shit. I think we're going to see even further price increases across the industry. There already were a ton, but it can always get worse, of course.
Thank you, OpenAI. What would have we done without your attempts at monopolizing destroying the memory market.
And I said MacBook Neo was wrongly priced since the beginning. I don't even remember how many sticks I got from it.
>Just yesterday I saw people saying that Apple wouldn't increase prices until the next refresh.
That was from Gruber, a person who claimed USB-C was invented by Apple, AirPod was sold at a loss.
Generally speaking understanding of Margins, Supply Chain, Manufacturing and Hardware Business manufacturing is still very low across the internet.
The quote from Gruber in question (IMO, a little more reasonable than you give it credit for.)
> For the same reason, I also do not think they’re going to raise the prices of existing products mid-cycle. ... But unlike with the MacBook Pros in March, I wouldn’t bet more than a beverage on my hunch here. However out of character it would be for Apple to raise prices midway through product cycles, the global RAM shortage is unprecedented. I wouldn’t be surprised if Apple pushes price increases moments after I hit “Publish” on this post.
https://daringfireball.net/linked/2026/06/22/apple-device-pr...
Apple was on the USB Implementers Forum that designed USB-C so.. I would say they could definitely be credited as a co-inventor of USB-C, they also introduced one of the first devices that used USB-C.
In addition to being the sole inventors of lightning (the connector), which directly informed the USB-C spec based on learnings from field use.
Apple doesn't get solo credit for USB-C, but they were certainly essential to it. Just compare the USB-C physical interface to the USB-3 micro or super speed type B ports and compare design sensibilities.
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And then they went too far and introduced laptops that only used USB-C before finally setting at a (so far) happy medium.
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That's not what Grubber claimed tho. They claimed solo inventor, which Apple is not.
> And I said MacBook Neo was wrongly priced since the beginning
Given that the price change is broadly in line with the rest of the lineup, were all of those products mispriced since the beginning too? Or is it possible you’re simply cherry picking the one thing you want to be right about while ignoring the broader context of memory prices going up?
Memory prices are certainly going up, but Apple already makes a 40% profit margin on their products. That $1 trillion+ bank account still gotta go up no matter what right?
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> That was from Gruber, a person who claimed USB-C was invented by Apple, AirPod was sold at a loss.
I can't comment on the AirPod margins, but USB-C was, at least in large part, designed by Apple. That's absolutely true. They weren't the only people on USB-IF committees, but certainly played (and play) a very heavy hand in the USB-C spec.
The are at least 5 people on the initial USB-C design team on HN. They certainly tell a different story.
> a person who claimed USB-C was invented by Apple
That seems fair, I know plenty of people who think Apple only used USB-C because they were forced to. Lots of gut feelings out there.
But they were forced, at least for iPhones in Europe.
It's a fact. Not a feeling.
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> And I said MacBook Neo was wrongly priced since the beginning. I don't even remember how many sticks I got from it.
I thought they were soldered to the motherboard?
They mean stick as in criticism.
And no, the memory in the Neo is not soldered to the motherboard, it is the upper part of the SoC sandwich package.
https://3dfabric.tsmc.com/english/dedicatedFoundry/technolog...
I share the same sentiment. I honestly thought that the price increases would occur as new products rolled out. Seems like with the "back-to-school" promotion right around the corner, Apple expects to sell more machines and find it harder to absorb the higher component price tags. I'm guessing that by changing the prices now, they'll still maintain their profit margins per unit at the expense of total unit sales.
Maybe they don’t want the price to absolutely dominate the headlines of their forthcoming product announcements. It won’t be forgotten, but the sting will be less “newsworthy”.
Yeah, I was one of those people. Did not see this coming. The situation is truly dire out there.
I thought they would but not this fast.
If anything they seem to be ones who managed to delay increasing prices more than the rest.
>I think we're going to see even further price increases across the industry.
Between the dire economy, the oil and materials crisis due to conflict, the trade wars and the tarrifs, why would anyone expect it to be otherwise?
come on now, we all know who the biggest culprit is
They didn’t increase prices on iPhones, Apple Watch and Airpods
Those are next in line, it’s almost guaranteed.
September new versions will likely start at a price point than they would have
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For sure but an iPhone has more RAM than a Neo and those went up $100, so they’re at least eating the price difference for another ~3 months
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I've heard that the iPhone price is going up, and they've already started paying you more to trade-in the last generation.
I’d say they’re subsidizing them with the rest but the computers and iPads don’t sell much compared to phones so that doesn’t make a lot of sense.
I happened to buy an iPad 2 days ago, dang I got lucky. I thought they’d announce before the iPhone launch but had no idea it would be this soon.
Why would AirPod prices increase?
Everything competing for fab capacity is more expensive. The Apple H2 is 7nm and TSMC has raised prices for that capacity.
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There are many rumors that the new iPhone 18 Pro will start at ~$1300.
So maybe their mobile hardware will be next.
The fact that a dozen companies are allowed to buy up the entire global supply of core components, and increase the cost of living for every human on Earth, is full blown dystopian.
That's why some regulation is not the enemy of the people that some want to make it out to be.
Unfortunately, I think regulatory capture is so deep now in most places, one can hardly expect anyone to do anything about it.
> That's why some regulation is not the enemy of the people that some want to make it out to be.
The question is always: What specific regulation?
Regulation is not the magic silver bullet that some want to make it out to be.
You’re not going to solve a global supply and demand change by regulating companies to not buy too many things. The supply would go to other countries. Companies would open international subsidiaries that built the data centers in other countries. Companies would move to other countries which didn’t try to stop them from buying components on the free market.
You can’t regulate companies into keeping prices down. This is an international market. If you passed a law that said RAM had to be sold for no more than 30% higher than last year’s price, the international memory companies would laugh and stop sending RAM to that country.
> Unfortunately, I think regulatory capture is so deep now in most places, one can hardly expect anyone to do anything about it.
I think you need to broaden your understanding of how the DRAM supply chain works and which countries are involved. You can’t mandate low prices for a global commodity. You can try, but the supply will just disappear for that country.
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What’s the proposed regulation that would help here? Price controls? They don’t work, especially in a market like memory.
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The AI "market" is not a free market. It needs regulation.
What evidenced-backed regulation would solve this problem?
The cure for high prices is high prices. This increase in demand is encouraging economization. Factories which make components are trying to operate for more hours. Producers who haven’t gotten into RAM may try it out. Large companies like Apple may test alternative suppliers. Consumers who don’t really need an upgrade will wait, allowing others who need it to buy one.
Unfortunately, RAM is more like a taxi than an umbrella.
> Anyone who’s spent any time in New York City knows that when it begins to rain, two things happen immediately: It becomes easier to buy an umbrella and it becomes harder to hail a cab. As soon as the first few drops fall, people appear on the street selling cheap umbrellas, while a lucky few pedestrians occupy all the available cabs.
http://shirky.com/2001/01/
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Yeah but if you think about it... you don't really _NEED_ any of this stuff. It's all "want" and not "need" deep down. We don't really need smartphones, we're just led to believe we can't live without them.
This is true in the same sense you don't need to own a pair of shoes.
Technically, sure, but there are jobs that require you to have a phone (at many different career points too), colleges that expect it, and more. And while there may be workarounds, they are often workarounds at someone else's expense, such as asking someone else to check the class schedule or work schedule.
So yes. You don't need to own a smart phone. And you don't need to own shoes. Both will get you (understandable) looks from general society. Both will limit what you can do. Both are somewhat understandable as having become a default, expected thing that people WILL have.
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"A linen shirt … is, strictly speaking, not a necessary of life. The Greeks and Romans lived, I suppose, very comfortably though they had no linen. But in the present times, through the greater part of Europe, a creditable day-labourer would be ashamed to appear in public without a linen shirt, the want of which would be supposed to denote that disgraceful degree of poverty which, it is presumed, nobody can well fall into without extreme bad conduct."
--Adam Smith (yes, that Adam Smith) _Inquiry into the Nature And Causes of the Wealth of Nations_
I want to believe this is true, but I am increasingly encountering situations IRL where saying "I don't have a smartphone" would be a serious hindrance to doing whatever it is I'm doing.
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Technology and semiconductors are part of the supply chain for all modern necessities.
I mean…
My banks in the US and abroad all require 2fa and some of them are app-based 2fa not just SMS. All traditional banks- no neobanks.
Some government services require apps or the experience is infinitely worse without a smartphone.
Do we need the newest/fastest/best? Probably not, but I don’t see any major mobile OS making software more efficient for older/ lesser hardware and if you try to hold onto your old phone eventually it will be vulnerable to attacks after support for it ends.
It’s gross.
It's 2026, the _WANTS_ are reserved for the ultra wealthy. The rest of us plebs should be happy we're getting 1500 calories everyday with a room to go back to in the evening, after increasing shareholder value everyday. Oh and don't forget to reduce your plastic usage to save the planet.
If people were not consuming their services they would not be buying inference hardware at this rate so it's pretty much on consumers.
They are reserving future HW productions to meet their hypothetical usage as well. Which is why others (like Apple) can’t reserve it for their future products.
Yet the AI labs are speculating on usage, and spending money from investments without clear revenue path.
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People will consume a lot of things offered below actual cost thanks to VC and cheap loans.
Doesn't mean people would legitimately use them enough to warrant such infrastracture demand, if they were priced according to actual costs.
So it's a distorted market.
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Ask every Windows 11 or Google consumer that doesn't give a damn for AI and, yet, has been almost forced to use Copilot and Gemini…
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It's not OpenAI, that's what the memory industry wants you to think.
Tim Cook said prices were going to increase a few days ago
I read the same comment and thought it made sense too.
Didn't they literally say they would, just a few days ago? Why would you all say they wouldn't? What would they gain by lying about price hikes?
The only news about this I saw was that Cook confirmed that price increases were inevitable, but he wouldn't say when or how they would come. I think most people erroneously took this to mean that they'd roll them out gradually as products were refreshed.
Not OpenAI’s fault that the cost of a shipping container doubled.
I collect fountain pens which have nothing to do with the data center market and the big 3 Japanese makers announced pretty substantial price hikes.
I mean, sure shipping is more expensive but that’s definitely not the cause of Apple’s price increases.
The cause is the whole thing, cost of shipping (container, gas, etc), cost of components (RAM, SSD, etc), cost of tariff, cost of lobbying and lawsuits, and overall inflation cost.
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What's OpenAI going to do? Not secure supply for their product? If you don't like the hardware price increases, don't use LLMs.
You are assuming the HW shortage is the result of meeting a real demand and not just build-outs for a hypothetical demand that might never materialize.
>What's OpenAI going to do?
Close down would be a good idea.
The world would be a better place without AI, OpenAI, Anthropic and all others. It only immerses the world into chaos, dystopia and increased inequality. So far nothing for the public good has come out of it.
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I broadly don’t use LLMs (once or twice a month), yet I’m still being hit by hardware price increases.