Apple's India feeder lineup at risk as Cook flags AI-driven memory cost price hikes
Tim Cook confirmed Apple will raise device prices as AI demand drives memory costs up 20-25% globally. Analysts say India's affordability-focused feeder SKUs—iPhone E, MacBook Neo, iPad Air—are most exposed, with Mac configs already delisted. September iPhones could land $100-150 higher, threatening Apple's 28% wholesale value share.
Tim Cook confirms Apple will raise device prices due to AI-driven memory cost surge. Analysts say India's feeder lineup (iPhone E, MacBook Neo, iPad Air) most exposed; Mac configurations already delisted/delayed in India. September iPhone launches likely $100-150 higher.