Rolf Winkler

Apple is going to also face higher costs, but they just have more capability to withstand it and to use it as a weapon.

I think they want market share.

The 17E and this new low-end Mac, they're a play for share.

Apple used to be very dominant in education, but then over time, the education market became dominated by Chromebooks, by PCs.

They're much cheaper.

Now, the MacBook, we're looking at one that's $599 and $499 for education.

It's much more in reach.

The 17E, this is following from the success of the 16E, which has been a popular device for Apple in places like Japan, the U.S.

Now they can attack the market in China with this too, especially because right now there is a memory crisis.

And that's going to cause Apple's rivals to raise prices.

Well, on these devices, they're not going to be very good.

But Apple has premium devices where their profit margins are just fine.

The companies that are going to be in most trouble in the smartphone market are the ones that sell low-end Android devices.

Android phones for under $100 are no longer economic because of the cost of memory, which is what you put in devices to make apps run faster, and storage, which is how you keep photos and videos on your device.

The prices of both have skyrocketed because of AI demand.

Servers are, these are all computers.

They all need memory.

They all need storage.

And AI demand is taking what supply is available on the market and making it much harder for device makers to afford the stuff that goes into their devices.

And Apple is not immune to that.