As prices for electronic components such as memory and storage devices keep rising, products including iPhones, Xbox consoles, PCs and TVs are also facing strong pressure to raise prices, according to a report.
Business Insider reported on Friday that companies are warning costs have risen as AI firms secure large amounts of semiconductors and key parts, and that this burden could be reflected in consumer prices.
Apple Chief Executive Tim Cook (팀 쿡) said in a Wall Street Journal interview this week that iPhone price increases are inevitable. He cited big tech firms buying large quantities of chips needed for memory and storage devices for use in building AI infrastructure.
Microsoft's Xbox division is facing the same problem. Asha Sharma (애샤 샤르마), head of Xbox business, said in an open letter that console storage component prices in February more than doubled from last fall and then doubled again. She also forecast they would rise to more than five times the level of two years earlier by the year-end shopping season in 2027. Memory costs are following the same trend, she added.
Dell said in December it planned to raise prices due to rising costs of AI-related parts, and Ford voiced the same concern in February. In early June, groups involving distributors, media companies and the medical supplies industry told the White House that an urgent imbalance in the memory chip market could lead to short-term price rises for U.S. households.
Still, the actual scale of any increase is hard to gauge. Apple plans to release a new iPhone in the fall, making it difficult to directly compare with earlier models until then. The new model could add features not found in existing products, making simple comparisons difficult. Some items, such as cars, are also heavily influenced by other variables. The original report said Trump's tariff policy may be a bigger variable for car prices than DRAM.