It doesn’t get said enough. Apple is a RAM vendor. 50% margin on the base config. 95% margin on memory upgrades.
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Not really true:
It is important to know that HBM is about five times pricier than DDR5. It commands a significantly higher cost due to its superior performance and capacity advantages over standard DRAMs. The complexity of constructing HBM memory devices and stacks is also notably higher compared to traditional DDR ICs and modules.6 May 2024
Highest performance comes at a price.
Apple isn’t shipping HBM. They’re shipping LPDDR (although in a non-JDEC spec)
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