Apple has asked suppliers to cut October component orders for the iPhone 18 Pro and Pro Max by about 15%, according to a Nikkei Asia report. Nikkei blames soaring memory costs and price rises but also points to a changed launch calendar, and device teams need to know which of the two they are planning around.
Perspective Coverage
16 publishers
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- Builder 28%
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- Operator 36%
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- Investor 36%
Reality
- Evidence45
- Adoption45
- Hype gap+30
- Incentives35
- Confidence55
Nvidia raised the Shield TV Pro from $199.99 to $299.99 on October 2, citing component and memory costs seven years after launch. Devices still being built pay today's memory prices whatever year they debuted, so old hardware now reprices alongside new launches.
Perspective Coverage
6 publishers
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- Builder 27%
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- Operator 45%
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- Investor 28%
Reality
- Evidence78
- Adoption
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- Hype gap+22
- Incentives55
- Confidence74
Samsung is now the only company making a proper Android rival to the iPad Pro, Engadget says, with the $1,399.99 Galaxy Tab S12 Ultra. For teams standardising tablets, that leaves one supplier at the top end and a per-seat cost well above the sticker once a keyboard goes on.
Perspective Coverage
10 publishers
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- Builder 12%
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- Operator 65%
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Reality
- Evidence72
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- Hype gap+15
- Incentives40
- Confidence65
Samsung priced the Galaxy Tab S12 at $1,399 for the Ultra and $1,200 for the Plus, each $100 above the earlier model Bloomberg compared it with. With the line now starting at $1,200, what happens to the older 11-inch S11 decides how far upmarket Samsung has moved.
Reality
- Evidence50
- Adoption
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- Hype gap+5
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- Confidence55
Amazon repriced Echo, Kindle, Fire TV and eero overnight and blamed memory costs. The models it left alone hold more memory than the ones it raised.
Perspective Coverage
5 publishers
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- Builder 13%
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- Operator 51%
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Reality
- Evidence72
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The foldable will take the attention on Wednesday, but for teams that maintain a device matrix the consequential item is duller, a launch calendar that reportedly breaks into an autumn half and a spring half.
Perspective Coverage
12 publishers
- Builder
- Builder 18%
- Operator
- Operator 56%
- Investor
- Investor 26%
Reality
- Evidence50
- Adoption
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- Hype gap+20
- Incentives45
- Confidence55