Internet-based luminous cask apple transfer chip cost pressure
The original saying on the side of mei-ray is that the original chip purchase price was $5. 00, and the price of apple upgrade storage was $99. Now, the chip goes up to $50, and apples go up $250, multiplying the cost pressure to the user。
But you need to know that this “45 dollars to 250 dollars” is not supported by public calculations by apple official or any third-party authority, and is a single source of unilateral industry crap。
Apples add $200 to macbook air, and $14 inches to macbook pro $300, and behind this is not just a memory chip, counterpoint's research confirms that the whole series of semiconductor chips from storage to processor are going up, and that the overall cost of apples is actually up above market expectations。
How much did the memory chip go up
You feel that electronics have gone up in the last six months. It's not an illusion. The price trends of the chips that have been stored over the past two years have shown you in a set of figures: dram prices increased by 386 per cent and nand flash stocks by 207 per cent throughout 2025; in 2026, the dram contractual price ratio increased by 90 per cent to 95 per cent in the first quarter, and the lpddr4/5 price doubled directly from the end of 2025。
The root of the price increase is not on the phone computer, but on the ai server. The dram of a top-level ai server is 8 to 10 times the size of a traditional server, and nand is more than 3 times the size。
Ai storage needs contributed about 70 per cent of the increase in the current round, with three major producers, samsung, sk hercules, and american light, turning 70 to 90 per cent of advanced production into an ai-grade storage product, with consumer generic capacity for mobile phones and pc being reduced to less than 20 per cent。
More importantly, it takes at least three years to produce a new storage line, from production to stable production. Many agencies are unanimous in their judgement that the new capacity will not be released on a large scale until 2028, before which storage prices will hardly enter the next cycle. And that means that you want to wait until the price of the apple is down, and probably until 2028。
We need to start now. How can we avoid the price hike
If you just needed -- or the computer really needed a new ipad for a kid to go to college -- there are a few ways to get you out of the price of the network。
First, find a way to get past stock. Only two days after the price increase, a number of lower-line chains had excess stocks before the price increase. For example, the 128-gb version of ipad air with m4 chips, which is sold at an old price of $4490, is sold at the same price of $599 after the apple network has increased. But the stock is running out of stock and you are advised to check the model configuration and re-pay。
Secondly, the extra billions of subsidies and the kyoto state should be added. Ipad, mac is still selling at the old price, usually down 500 to 1200 dollars, with a big push of 200 to 600 dollars。
Kyoto apple has become more self-sufficient, with a direct reduction of 15 per cent for the national supplement and a maximum reduction of $1,500 for mac, plus a platform voucher, a plus subsidy in exchange for old and new, and a maximum of $3000 for the province. Searching for “national by-laws 606” and “apple 222” in kyoto would activate the subsidy eligibility。
Thirdly, education preferences if you qualify. After student and teacher certification, ipad reduced by 600 to 1200, mac reduced by 800 to 1,500, qualified to return airpods entry money, which is the only way that apple network and direct stores can currently save money。
Fourthly, the old paragraph is more noteworthy than the new one. The last generation of m2/m3 chips in the current electrician stock, macbook air, remains in the pre-price range. The old sales price is more than $1,000 cheaper than the new m4 version of the price increase. The performance gap is less than 15 per cent, and the average office is not aware of the difference。
The previous generation of ipad pro and ipad air carrying m2/m3 chips, the channel price was nearly $2,000 less than the new one after the price increase。
Fifthly, the official roller is the best price for money. Mac and ipad in apple network refurbishment shop, completely non-activated, official warranty, 15 to 20 percent lower than the new machine. And if you don't mind if it's not entirely new, this channel has the highest value。
Finally, a storage configuration option. Against the background of the price increase, the premium on the storage upgrade of apples is further raised, so that they are not blindly paid for overcapacity. Mac's user, 512gb, is a start-up choice, 256gb is really not enough, but the custom premium above 2tb is more than $1,000, less than at least $1,500 for a high-speed mobile hard drive。
The ipad user, 128gb, has enough for you to go online, watch dramas, work light, without going up to 512gb to waste budget。
What you're going to do now is simple: if you just need it, you'll have to go offline and clean up old stocks, or you'll have to go to kyoto, and you'll have to pay for education, and you'll have to wait until the 2028 storage price drops. In either case, the price billing directly on the basis of an increase in the prices of the network is the most expensive purchase method at present。
