Apple Announces Price Hikes Amid Chip Shortage: Is iPhone Safe? - Tempo.co English

Apple's recent announcement of price increases in response to ongoing chip shortages highlights the severe challenges facing the semiconductor industry and the company's supply chain management strate... Read original →

Apple’s price hike amid chip shortages isn’t merely cost pass-through—it reveals acute fragility in advanced-node supply chains. Technically, over 90% of sub-7nm logic capacity resides in Taiwan, China; any geopolitical friction or ASML tool delays cascades across the global high-end SoC ecosystem. Regulatory pressures from the U.S. CHIPS Act, with its domestic manufacturing strings, force Apple to qualify Arizona and Japan fabs—yet yield ramp risks inflate hidden costs. Competitively, Samsung leverages in-house Exynos and mature nodes as buffers, while Chinese OEMs remain exposed due to reliance on imported 5G RF and PMICs. Over the next 12–24 months, expect permanent ‘structural inflation’ in premium smartphone pricing, accelerating Apple’s vertical integration into custom silicon to secure allocation—and further marginalizing smaller players.