There’s a hidden upside to the rampocalypse for Apple
AI-summarised brief · reviewed before publication
RAM price spikes have depressed the PC market, causing a 20% drop in shipments in the last quarter compared to 2025. IDC reports Apple fared better than most competitors, gaining a full percentage point in market share year‑over‑year. Despite the overall downturn, Apple’s share increase suggests resilience amid rising component costs. Analysts warn that RAM prices are likely to worsen, potentially tightening margins across the industry.
💡 Why It Matters
- · Apple’s share gain amid a supply‑chain squeeze signals strategic pricing or supply advantages that could reshape competitive dynamics in the PC market.