Despite the rising costs of memory and other chips, Apple is reportedly planning to maintain current iPhone prices. However, the impact on product availability may be a different story.
Storage costs have been on the rise, especially for RAM, SSDs, and processor chips. This trend is attributed to an “AI gold rush” where big tech companies like Nvidia and Google are driving up memory prices due to increased demand.
Apple, known for its tight supply chain management, is still facing challenges. The removal of the 512 GB Mac Studio configuration suggests limited chip availability. This decision is likely influenced by fabrication issues with TSMC, the chipmaker.
Apple is now experiencing similar supply constraints with other Mac Studio models and the Mac mini. Online delivery times are at unprecedented levels, indicating potential inventory shortages.
While base models may still be found in retail stores, configure-to-order options have significant lead times. The primary constraint appears to be memory and storage, with wait times of up to five months for high-end configurations.
It remains uncertain how long off-the-shelf stock will last in stores, as Apple grapples with inventory challenges. Customers opting for entry-level configurations may receive their orders sooner, but those requiring extensive customization may face extended wait times.
