Tim Cook sebut kenaikan harga produk Apple tidak terhindarkan

CEO Apple Tim Cook memperingatkan bahwa kenaikan biaya untuk cip memori dan penyimpanan akan memaksa perusahaan untuk menaikkan harga produk-produknya.

Cook mengatakan kepada The Wall Street Journal bahwa perusahaan telah berupaya untuk menanggung biaya yang lebih tinggi, namun kini tidak lagi dapat melakukannya. "Sayangnya, kenaikan harga tidak dapat dihindari," ujarnya. "Kami telah berusaha melindungi pelanggan kami dari kenaikan ini, tetapi situasi tersebut telah menjadi tidak berkelanjutan."

Pernyataan tersebut muncul beberapa bulan sebelum peluncuran lini iPhone 18 yang dinanti-nantikan. Cook tidak merinci produk mana saja yang akan terdampak atau kapan perubahan harga tersebut akan mulai berlaku.

Permintaan cip yang lebih tinggi akibat pusat data AI telah melampaui pasokan, sehingga memengaruhi biaya di seluruh sektor teknologi. Dampak ini diperkirakan akan berlangsung hingga tahun 2028.

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Illustration depicting a Microsoft Surface Laptop with a prominent price increase tag due to RAM shortage, amid symbols of AI data centers.
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Microsoft raises prices on Surface PCs due to RAM shortage

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Microsoft has increased prices across its Surface PC lineup, with some models rising by up to $500, citing higher memory and component costs. The changes, now live on the Microsoft Store, affect current-generation hardware originally launched in 2024. Officials blame the hikes on a persistent RAM chip shortage driven by demand from AI data centers.

Apple CEO Tim Cook stated that high memory costs will significantly impact the company's business in coming quarters. He highlighted supply constraints during the latest earnings call despite strong revenue growth. The issue stems from skyrocketing RAM prices driven by AI data center demand.

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A Xiaomi executive warned on an earnings call that memory prices surging 'beyond imagination' are drawing smartphone makers into a long-term price-raising cycle, after which some players may suffer significant losses or even closure. The company reported a 27 percent year-on-year drop in fourth-quarter net profit.

Apple has stopped selling its cheapest $599 Mac mini, raising the starting price to $799 with 512GB storage. The change follows strong demand from AI users and supply constraints. CEO Tim Cook noted it may take months to balance supply and demand.

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Xbox CEO Asha Sharma has suggested the company will introduce new approaches to console sales later this year amid rising hardware costs. In a Fortune interview, she pointed to challenges with RAM and storage prices that are now 2.75 times higher than at launch. Sharma said the firm is exploring options beyond price increases to keep consoles accessible.

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