Apple Raises Mac, iPad, Accessory Prices 15-54% in Two Weeks, Morgan Stanley Says DRAM Costs Set to Soar 190%

MS3.12%
DRAM8.00%
ON3.75%
According to Morgan Stanley's July 14 report, Apple raised prices on Mac, iPad, and accessories by 15-54% within two weeks, driven primarily by surging chip costs rather than profit margin expansion. The report projects DRAM and NAND chip costs will climb 190% and 280% respectively in 2027. A single iPad's chip costs are expected to increase from $51 to $144, potentially consuming 30-40% of gross margins on that component alone.
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