Apple will pay more for its processors… and pass the increase on to its customers?

Apple will pay more for its processors, an increase that results directly from the increase in production costs at the foundry TSMC. It’s a bit like the game of three-cushion billiards: the Japanese firm Showa Denko KK was forced to raise the price of its manufacturing tools amid shortages of components, tools needed for TSMC’s production lines.

This inflationary context should last at least until 2023, and could also have an impact on the final price of the products offered to consumers. Let’s recap: Showa Denko KK increases the prices of these tools, TSMC buys its more expensive tools and increases the price of its chips to compensate, Apple buys the more expensive TSMC processors… and increases the final prices so as not to cut corners on its sacro- holy margin?

Clearly, the times are for price increases, a global and globalized situation that will undoubtedly impact Apple less than other manufacturers for the simple reason that 2/3 of Apple customers belong to the socio-professional category of CSP+.