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The margins on memory for Apple were so absurd that they should have more ability to eat up the costs, if they wanted to. I'm assuming they would, to the extent that they're a device company more so than a service company yet.




I don't think Apple ever adjusts the price of existing products, for better (eating the cost of part shortages) or worse (over-charging for old parts). The real test will be what they do with upcoming products.

I can't find specific examples, but I'm almost certain they have at some points in the past adjusted pricing of upgrades mid-cycle.

Apple raised iPad Pro prices in 2017 by $50 to address NAND memory chips price hikes from the vendors: https://www.cnbc.com/2017/09/13/ipad-pro-price-increase.html

Apple also raised iPad Pro prices when OLED screens were introduced.

That's a new product, not a raise of he existing product as is discussed.



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