Supply Chain Risks and Pricing Strategy Backlash
Memory tariffs causing $50-$200 cost surge; Apple pushing to buy from blacklisted Chinese supplier CXMT; Micron lobbying; Tim Cook pitching Trump; iPhone 18 base delayed to spring 2027; Apple Upgrade program shift to subscription model; MacBook Neo demand strains margins; Samsung exclusive OLED MacBook display supplier. Status: developing.
Sources (2)
Updated Jul 30, 2026