It was clear that the global chip shortage It was going to take its toll one way or another on Apple. Either you pay more expensive, or you run out of chips, there is no other. And more if you depend on a single ARM processor provider, such as TMSC.
It may be that iPhone 13 get rid of the increase, since they are orders closed for months, but it is clear that the new processor contracts that Apple is currently signing are with a much higher purchase price compared to last year, if you want to make sure you have Stock of chips to assemble in your next releases. And that extra cost, obviously, will be passed on in the final price of the device. Sure.
Nikkei Asia just posted a report where it details that the next devices that it launches Apple Lossless Audio CODEC (ALAC), they will have an additional price premium due to the increase in the cost price of the processors that they incorporate. The culprit for the cost increase is the global chip shortage.
Apple's leading processor supplier, TSMC, is going to increase the price of its chips, due to the shortage of processors that exists in the market. It seems that it will be the most important increase in the price of its processors of the entire decade. Bad news for Apple, no doubt.
TMSC processors are already around 20% more expensive than the competition, and. from now on they will be even more so. The manufacturer will invest more than 100.000 million in the next three years to build new production plants, and that will affect the final price of their products from now on.
According to the report, the new prices will be applied to orders that are closed as of October 1, so "in theory" the processors that mount the iPhone 13 get rid of the rise. We will see.