Apple warns rising chip, NAND and DRAM costs may pressure iPad, Mac pricing

TL;DR: Apple said in an April US regulatory filing that it was facing supply constraints and higher component costs for advanced semiconductors, NAND storage and DRAM memory, raising questions about its ability to maintain iPad and Mac prices.

Apple said in an April US regulatory filing that it was experiencing supply constraints and increasing component costs. The company attributed the cost pressure to supply-demand imbalances affecting advanced semiconductors, NAND, which is used for storage, and DRAM, which is used for memory.

The reported cost increases affect components used in Apple hardware products including the iPad and Mac. Analysts cited in the report said the rise in component costs could test Apple’s ability to keep pricing unchanged for those product lines.

The source report does not state that Apple has announced price increases for any specific iPad or Mac model. It identifies the issue as a cost and supply constraint warning disclosed by Apple in a US filing in April.

Related questions

• What components did Apple say were becoming more expensive?
• Which Apple product lines were cited as exposed to the cost pressure?
• Did Apple announce any specific iPad or Mac price increase in the filing?