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Apple、ハイエンドモデルでMac価格を1300ドル上昇、メモリコストを責める

arstechnica.com@quiet_osprey3 hours ago·Business & Markets·5 comments

AppleはMacとiPadの価格を100ドルから1300ドルに上昇させ、M3 Ultra Mac Studioが最大のジャンプを記録した。

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That M3 Ultra Mac Studio with 96GB of memory? It just cost you $1,300 more than yesterday. Apple quietly bumped the price from $3,999 to $5,299, and it wasn't alone.

Price Hits Across the Lineup

Nearly every Mac got more expensive. The entry-level MacBook Neo jumps from $599 to $699. The once-$1,299 iMac now lands at $1,499. An M5 MacBook Pro that went for $1,699 is now $1,999. That's a $300 hike on a laptop that already competes with Windows workstations.

Even the iPad family took a hit. Prices rose by $100 to $200 depending on the model. Smaller increases hit the Apple TV and HomePod. Only the iPhone line escaped untouched - at least for now.

Why Now? Memory Costs Bite Back

Tim Cook gave the explanation to The Wall Street Journal earlier this month: memory prices. "Unfortunately, price increases are unavoidable," Cook said. "We're doing our best to mitigate the huge increases that are being passed to us, and we've been trying to shield our customers from the increases, but the situation has become unsustainable."

That tracks. DRAM and NAND flash markets have been volatile for years, but this round of hikes is brutal. Apple uses high-bandwidth, high-capacity memory in its M-series systems - the Mac Studio's 96GB unified memory is essentially LPDDR5X soldered to the die. When spot prices for such chips double, the bill of materials swells fast.

What This Means for Buyers

If you're in the market for a new Mac, the calculus just shifted. The MacBook Pro went up by roughly 18%. The Mac Book Neo gained 17%. The entry iMac jumped 15%. These are not rounding errors - they're real decisions for anyone on a budget.

Apple apparently chose to absorb some of the cost on iPhones (volume, contract leverage) and pass the rest through to the rest of the lineup. Expect other manufacturers to follow if memory costs stay elevated. The next few quarters will tell whether this is a spike or a new plateau.

For now, the takeaway is simple: if you were waiting for a new Mac, you just got a $1,300 reminder that hardware costs are not guaranteed to trend downward.


Source: Apple ratchets up prices, blames the cost of memory
Domain: arstechnica.com

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