Some Chinese iPhone 17 production lines initially prepared to reduce their capacity by 15 percent. Now they will instead cut back by a full third at Apple’s behest. Apple has conducted a “very serious” internal assessment of the impact that higher hardware costs are having on demand.
AI companies are buying short the market
Rising component costs are putting a strain on the electronics industry worldwide. The prices for RAM, SSDs and hard drives have been rising for months and have now reached double to four times what they were 12 months ago. AI companies such as OpenAI, Anthropic, Meta, Google and Microsoft have entered into an unexpected race to expand server capacities and are competing for prefabricated standard components as well as for manufacturing capacity at the few highly specialized semiconductor production facilities.
iPhone price increase postponed so far
On June 18, Tim Cook announced that they would be forced to increase prices. A week later, there was a massive price increase for almost all electronic products – even years-old Apple TVs and HomePods became significantly more expensive. The only areas that the group has so far left out are smartphones and smartwatches. It is likely that Apple will increase prices here when new models are introduced in September at the latest.
Overview: Price changes in the Apple Store
| product | Price until June 24th | Price from June 25th. | the change |
| MacBook Neo | from €699 | from €799 | + 14.3% |
| MacBook Air | from €1,199 | from €1,399 | +16.7% |
| MacBook Pro | from €1,799 | from €2,199 | + 22.2% |
| Mac mini | from €699* | from €949 | + 35.8% |
| Mac Studio | from €2,199 | from €2,999 | + 36.4% |
| Mac Studio M3 Ultra | from €4,999 | from €6,299 | + 26% |
| iPad 11th Gen. | from €379 | from 499 € | + 31.7% |
| iPad mini 7th Gen. | from €549 | from €679 | + 23.7% |
| iPad Air M4 | from €649 | from €799 | + 23.1% |
| iPad Pro | from 1099 € | from 1299 € | + 18.2% |
| Apple TV | from 165 € | from €229 | + 28.8% |
| HomePod | from 449 € | from 499 € | + 11.1% |
| HomePod mini | from 109 € | from 139 € | + 27.5% |
| VisionPro | from €3699 | from €3999 | + 8.11% |
* Model has since been removed from the range (May 6th – May 26th).

