{"id":236969,"date":"2026-04-29T07:01:00","date_gmt":"2026-04-29T11:01:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/04\/29\/john-ternus-faces-critical-decisions-on-iphone-pricing-and-us-manufacturing\/"},"modified":"2026-04-29T07:10:07","modified_gmt":"2026-04-29T11:10:07","slug":"john-ternus-faces-critical-decisions-on-iphone-pricing-and-us-manufacturing","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/04\/29\/john-ternus-faces-critical-decisions-on-iphone-pricing-and-us-manufacturing\/","title":{"rendered":"John Ternus faces critical decisions on iPhone pricing and US manufacturing"},"content":{"rendered":"

John Ternus faces critical decisions on iPhone pricing and US manufacturing<\/a><\/p>\n

https:\/\/9to5mac.com\/2026\/04\/29\/john-ternus-faces-critical-decisions-on-iphone-pricing-and-us-manufacturing-ft\/<\/a><\/p>\n

Publish Date: 2026-04-29 07:01:00<\/a><\/p>\n

Source Domain: 9to5mac.com<\/a><\/p>\n

Incoming Apple CEO John Ternus is going to be facing two critical decisions soon after he takes the helm, says a new Financial Times report.<\/p>\n

First, how to respond to a massive increase in memory prices, with Apple\u2019s RAM costs increasing by more than 400% by next year. Second, how to shape the company\u2019s manufacturing plans across China, India, and the US \u2026<\/p>\n

<\/p>\n

Memory costs to rise more than 400%<\/h2>\n

Apple is facing an entirely new world when it comes to buying memory for its devices. The company is used to being such a dominant player in the market that it can essentially dictate terms to suppliers. With memory in massive demand for AI servers, that\u2019s no longer the case.<\/p>\n

The Financial Times says that memory has until recently represented around 10% of the materials cost of an iPhone and that this will increase to as much as 45% by next year. That will leave Ternus facing an uncomfortable decision: does Apple absorb that huge increase in cost, accepting a corresponding reduction in its margins? Or does the company increase prices at the risk of reducing sales?<\/p>\n

This is likely to be a key question asked by analysts in tomorrow\u2019s earnings call.<\/p>\n

Manufacturing across China, India, and the US<\/h2>\n

Another key question will be how the company reshapes its manufacturing profile across China, India, and the US.<\/p>\n

One of Tim Cook\u2019s diplomatic victories was staying on the right side of Trump, persuading him that manufacturing iPhones in the US was not a realistic prospect, while at the same time giving the president PR victories in the form of other investments in US manufacturing.<\/p>\n

Apple has also at times walked a very difficult tightrope in China, with the government there responding aggressively to the increasing shift of iPhone assembly from China to India. A report back in February said that China was deliberately hampering iPhone production in India in three different ways.<\/p>\n

The report says Ternus will have to make…<\/p>\n

Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

John Ternus faces critical decisions on iPhone pricing and US manufacturing https:\/\/9to5mac.com\/2026\/04\/29\/john-ternus-faces-critical-decisions-on-iphone-pricing-and-us-manufacturing-ft\/ Publish Date: 2026-04-29…<\/p>\n","protected":false},"author":1,"featured_media":236970,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/i0.wp.com\/9to5mac.com\/wp-content\/uploads\/sites\/6\/2026\/01\/iphone-18-pro-smaller-dynamic-island.jpg?resize=1200%2C628&quality=82&strip=all&ssl=1","fifu_image_alt":"","footnotes":""},"categories":[120],"tags":[81],"class_list":["post-236969","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-iphone","tag-iphone-18"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/236969"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=236969"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/236969\/revisions"}],"predecessor-version":[{"id":236971,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/236969\/revisions\/236971"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/236970"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=236969"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=236969"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=236969"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}