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Apple CEO Tim Cook says price increases are unavoidable due to unsustainable RAM expenses, with potential hikes across iPhone, iPad, and Mac products.
Nothing CEO Carl Pei warns that phone prices will continue to rise due to escalating RAM costs, which now account for over 50% of hardware costs, and notes that typical sale discounts may be diminished.
Microsoft is rethinking its Xbox console hardware business models due to rising memory and storage costs, exploring partnerships, flexible pricing, and potentially ad-supported options to keep consoles affordable.
Global RAM manufacturers are expected to meet only 60% of demand by end of 2027, with shortages potentially lasting until 2030, as chipmakers prioritize high-bandwidth memory for AI data centers over consumer electronics. Price increases are already affecting phones, laptops, VR headsets, and gaming devices.