Apple's Mac business is booming, but the memory market has other plans
Apple achieved its highest Mac sales in any fiscal year, generating $10.8 billion in the September quarter alone, up 24 percent year-on-year, with the MacBook Neo and MacBook Pro driving growth. However, CEO John Ternus cautioned that memory pricing is at unprecedented levels and expected to climb further through the December quarter and beyond. The company has already raised prices on Macs, iPads, and iPhones since June to offset rising component costs, though it is also managing supply constraints across its product line due to limited advanced chipmaking capacity.
Key points
- Apple achieved record Mac sales in fiscal 2026 despite memory price pressures
- Memory costs expected to rise further through end of 2026 and beyond
- Company has raised prices and faces ongoing supply constraints on advanced chips
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