Apple Raises Entry-Level Mac Mini Price, DRAM and NAND Impact on iPhone, Apple Device SKU Management

Today's Above Avalon Daily update includes the following stories: 

• Apple Raises Entry-Level Mac Mini Price

• DRAM and NAND Impact on iPhone

• Apple Device SKU Management

We begin today’s update with a change to the Mac mini line. The discussion then shifts to memory (DRAM) and storage (NAND). Consensus may be overestimating the degree to which higher DRAM) and NAND pricing will impact Apple’s gross margins. We conclude with a closer look at how potentially prioritizing SKUs with higher margins represents one strategy for how Apple plans to navigate massive price increases in DRAM and NAND.

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