Apple Should Raise Prices On iPhones

1 week ago 9

Douglas A. McIntyre

Fri, June 26, 2026 astatine 8:41 AM CDT 2 min read

Quick Read

  • Apple raised Mac and iPad prices up to $500 connected spot shortages, putting the iPad's ascendant 57% tablet marketplace stock astatine superior gross risk.

  • AAPL's iPhone stock deed 21% globally, but MSFT's equilibrium expanse lets it sorb spot costs and people Apple's Mac and iPad customers.

  • Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Microsoft didn't marque the cut. Grab the names FREE today.

Apple (NASDAQ: AAPL) is raising prices connected its Macs and iPads (as good arsenic the Vision Pro) by betwixt $100 and $500. Demand for these is already mediocre. This determination volition marque the request weaker.

Two examples of the summation successful the terms of the 13-inch MacBook Air from $1,299 from $1,099. The terms of the 14-inch MacBook Pro is moving to $1,999 from $1,699. Americans person respective fashionable alternatives. The iPad, for instance, is up against the Microsoft (NASDAQ: MSFT) Surface Pro and the Samsung Galaxy Tab S series.

mphillips007 / iStock Unreleased via Getty Images

Apple has raised prices owed to a shortage of representation chips and storage. This, successful turn, has driven up the terms of iPac and Mac.

How anemic (or not) are iPad and Mac sales? Start with Mac income successful the US. They relationship for astir 16% of the "PC" market, which means the comparative hazard to Apple is acceptable. The iPad is wholly different. It has 57% of the tablet market. The menace to Apple's iPad gross is truthful important if income fall.

While companies similar Samsung and Microsoft look the aforesaid spot problems, they person the equilibrium sheets to instrumentality a deed to margins arsenic they gamble to prime up marketplace share. If they rise prices arsenic Apple did, the menace to Apple becomes little substantial.

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The happening that the banal marketplace has ignored, erstwhile Apple's shares sold off, is that iPhone marketplace stock is rising worldwide. Based connected shipments tracked by Counterpoint, iPhone planetary stock has risen from 17% successful Q1 2024 to 19% successful Q1 2025 to 21% successful Q1 2026. If that stock summation continues to emergence with the caller AI-powered iPhone, Apple's bottommost enactment whitethorn not beryllium affected astatine all. And, it whitethorn beryllium capable to rise the terms of its astir fashionable merchandise to offset spot costs.

Will the terms increases wounded Apple Mac and iPad sales? Will it substance financially? Probably not. Apple tin rise the terms of the iPhone without affecting income

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