Apple、メモリーチップ不足で値上げへ
半導体メモリーの供給逼迫により、Appleが一部製品の価格引き上げを実施する。世界的なメモリーチップ不足が生産コストに影響を及ぼしており、同社は価格転嫁を余儀なくされる見通しだ。消費者向けの価格上昇は、スマートフォンやPCなど幅広い製品に及ぶ可能性がある。
半導体メモリーの供給逼迫により、Appleが一部製品の価格引き上げを実施する。世界的なメモリーチップ不足が生産コストに影響を及ぼしており、同社は価格転嫁を余儀なくされる見通しだ。消費者向けの価格上昇は、スマートフォンやPCなど幅広い製品に及ぶ可能性がある。
Apple CEO Tim Cook said price increases on Apple products are unavoidable due to surging memory and storage chip costs. He declined to specify timing or which products would be affected, calling the commodity price swing a "hundred-year flood" unseen in his 40-year career.
Apple issued a statement explaining that surging demand for memory and storage from AI data centers has driven an unprecedented component price increase. The company said it has shielded customers from these costs until now, but must begin raising prices on products like iPad and Mac.
Apple CEO Tim Cook warned in a WSJ interview that the company plans to raise device prices due to rising RAM and SSD costs. Mark Gurman expects the increases to be imminent, possibly tied to Apple's back-to-school sale. John Gruber speculates price hikes are more likely to arrive with new fall hardware like the iPhone 18 Pro, not mid-cycle.