Apple's pricing power hinges on whether customers see better returns, analyst argues
BenBajarin · x · 2026-11-04
Commentary has focused on memory costs squeezing Apple's margins and weakening its negotiating leverage. Carolina Milanesi argues the overlooked question is whether customers will accept higher prices because they see better returns — that wouldn't fully offset memory costs but would give Apple a meaningful competitive edge. Ben Bajarin shared the take.
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