Apple's Mac lineup will soon span a wider price range than ever, from the new $599 MacBook Neo to a rumored top-of-the-line MacBook "Ultra" expected later this year. However, new research suggests the broader laptop market could be heading for a painful price adjustment.


According to TrendForce, surging memory and CPU costs could push mainstream laptop retail prices up by nearly 40% in 2026. The firm modeled a laptop with a $900 MSRP and found that DRAM and SSD (normally around 15% of a device's bill of materials) have ballooned to over 30% following several quarters of sharp price increases. That alone could force retail prices up by more than 30% if brands want to hold their margins.

Intel has raised prices on entry-level and older-generation laptop CPUs by more than 15%, notes the report, with further hikes planned for mainstream and higher-end platforms in the second quarter. When combined, memory and CPU could end up accounting for 58% of laptop component costs, up from roughly 45%.

Apple designs its own silicon, which gives it considerable insulation from Intel-driven CPU volatility. The MacBook Neo's A18 Pro chip, for instance, is produced by TSMC under Apple's direct supply agreements. But Apple is not immune to memory market pressures – DRAM and NAND flash costs affect Macs across the line, from the Neo's fixed 8GB of RAM to the high-capacity configurations in the MacBook Pro.

Just last week, Apple removed the 512GB memory upgrade option when purchasing a Mac Studio, with the machine now maxing out at 256GB. The latter option also got a price rise – it used to cost $1,600 to go from 96GB to 256GB on the high-end M3 Ultra machine, but now it costs $2,000.


TrendForce notes that "tier-one brands" with deep supplier relationships are most well-positioned to deal with the price squeeze. That bodes well for Apple, but killing off the Mac Studio upgrade option shows it's not completely invulnerable to broader market pressures.
This article, "Apple Holds an Edge as Laptop Prices Could Face a 40% Increase" first appeared on MacRumors.com

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Apple boosted iPhone production in India by around 53 percent last year and now makes a quarter of its flagship devices there to avoid tariffs on China, reports Bloomberg ($).


Apple assembled about 55 million iPhones in the country across 2025, up from 36 million a year earlier, according to the publication's sources. The shift is part of Apple's broader effort to mitigate risk from U.S.-China trade tensions and reduce dependence on a single country for production.

Apple makes about 220 million to 230 million iPhones globally. A Canalys report last year claimed India has overtaken China as the leading manufacturer of smartphones shipped to the United States.

The California-based company has leaned heavily on Prime Minister Narendra Modi's production-linked incentives aimed at turning India into the world's factory. The subsidies have helped offset some of the structural cost disadvantages that manufacturers face in India, including the lack of a China-like robust supply chain and logistics challenges, according to Bloomberg.

Although the cost gap has narrowed, assembling electronics and manufacturing components in India still remains more expensive than in countries such as China and Vietnam. Consequently, companies including Apple and Samsung are continuing to push for additional government support.

The companies are currently in discussions with the Indian government about a new round of incentives aimed at boosting export growth. The report notes that India's existing production-linked subsidies for smartphones are set to expire on March 31, and with the U.S. Supreme Court recently striking down some tariffs affecting China, officials in New Delhi are under pressure to act quickly to ensure the country remains cost-competitive.

Apple now assembles all models in the latest iPhone 17 lineup in India, including the higher-end Pro and Pro Max variants. Manufacturing partners in the country – including Foxconn, Tata Electronics, and Pegatron – also produce older devices such as the iPhone 15 and iPhone 16 for both domestic sales and export markets.
This article, "Apple Now Makes One in Four iPhones in India" first appeared on MacRumors.com

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