Apple lifts Mac and iPad prices as memory chip costs surge

A Jefferies Equity Research report forecasts memory‑module prices could rise 40‑50% by late 2026 and again in 2027, with relief only expected after 2028. The analysis attributes the surge to soaring demand for DRAM and NAND from AI data‑center expansion, noting that Chinese manufacturers are focusing on domestic supply rather than cutting prices.

Citing this inflation, Apple announced a global price revision, increasing Mac models by 6%‑29% and iPad Pro prices by up to 36%. The company said the rise reflects unprecedented pressure on memory component costs, which have quadrupled over the past year. The price changes affect markets worldwide, including Brazil, where the entry‑level MacBook Neo rose from R$7,300 to R$8,500. Apple’s move mirrors similar adjustments by Microsoft for Xbox consoles.

Analysts expect the higher component costs to persist, influencing pricing strategies for major consumer‑electronics makers throughout 2026‑2027.