Nabila Popal
speaker
255 appearances
6 recordings
2 series
first heard Jan 2026
last heard 9 Sep
Nabila Popal’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jun 2026 with 3.
Appearances
Yes, absolutely.
The iPhone isn't spared.
This is just a delay.
You know, iPhone's the largest revenue driver for Apple.
And given the hike in memory costs, if they are to maintain their profit margins, there's no way that they're not going to increase the prices on the iPhones.
I think what's interesting is that the level of increase, right?
That's the question is when and how much are they going to increase?
So I don't think it's a
matter of if, but really when and how much.
And what we're thinking is, in fact, you know, the memory situation and the crisis has already been in talk since what, late last year.
So even in our last forecast, we'd already baked in the assumption that Apple is going to raise prices on iPhones.
And our thought at the time was, you know, $100 on Pro, Pro Max models.
But given the rate of increase that we saw, the max going up to even 300 and 500 on some variants, I'm beginning to think now that it's going to go up as much as $200 on the Pro Max models.
Yeah.
And again, this is my personal assessment.
I think that it could go as much as $200 in the pro max.
And I'll give you two reasons.
The churn, you know, if I was talking how the price increase is going to impact upgrades, right?
Are the consumers going to start drop, you know, not purchasing or not upgrading this year?
And I think
Showing 101–120 of 255 · page 6 of 13
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