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Just For You Apple Launches a Price War Its Rivals Can't Afford to FightSubmitted by Chris Markoch. Date Posted: 3/16/2026. 
Key Points- Apple is using aggressive $599 pricing on the MacBook Neo and iPhone 17e to widen its advantage amid rising component costs.
- The strategy could trigger a price war in a shrinking device market, putting pressure on Android smartphone makers and PC manufacturers that lack Apple’s scale and supply chain advantages.
- Apple stock may be approaching a technical buy zone, and traders are watching key support levels and indicators like RSI and MACD for signs of another rebound.
- Special Report: I tested Elon's AI against ChatGPT…one tech won
Apple Inc. (NASDAQ: AAPL) isn’t a brand you typically associate with half-price sales or the clearance rack. Still, the company has taken a non-traditional step in non-traditional times by launching its cheapest laptop, the MacBook Neo, and a lower-priced smartphone, the iPhone 17e—both priced at $599 each. This isn’t a panic move by Apple. As its recent earnings reports show, consumers are still buying Apple products and services; revenue and earnings are up year over year. The likely catalyst for this move is the surging price of memory chips. Apple is using its supply chain and balance sheet to initiate a price war that many competitors will struggle to match. Specifically, Apple isn’t offering stripped-down versions of its popular products. Instead, the company is absorbing rising chip costs rather than passing them on to consumers. Make no mistake: Apple will feel the impact. CEO Tim Cook acknowledged that the company expects “market pricing for memory increasing significantly,” with that increase starting this quarter. That’s what makes this move notable. There’s no indication Apple had to absorb these costs—indeed, it launched other premium products alongside the $599 MacBook and iPhone 17e—but this is a competitive battle the company has chosen to fight. A Shrinking Market Can Magnify Apple’s AdvantageThe macro environment amplifies Apple’s advantage. The International Data Corporation (IDC) projects global smartphone shipments will fall 13% this year, with PC and Chromebook sales dropping 11%. Such market contraction favors scale players that can weather volume declines without bleeding cash. If the pie is shrinking, a well-capitalized company that cuts prices doesn't just hold share; it can take share from rivals forced to protect margins above all else. That share gain could be meaningful. IDC forecasts that soaring memory costs will make it unprofitable for some manufacturers to produce low-priced Android devices, effectively conceding that segment to Apple. And as Apple owners know, once consumers enter the company’s iOS ecosystem, it takes a lot to get them to switch out. More Storage, More Pressure on CompetitorsApple isn’t skimping on specs. The iPhone 17e doubles base storage to 256GB compared with last year’s model, strengthening the value proposition for consumers even as it compresses Apple’s near-term margins. The tradeoff is intentional. By raising the baseline at a flat price point during a period of elevated memory costs, Apple effectively raises the bar for what a competitive product must offer. That will make it harder and more expensive for rivals to match specs, price, or both. For investors, the key question is how long Apple is willing to sustain margin headwinds in exchange for structural share gains during a down cycle. A Multi-Front Competitive PlayThe introduction of these devices may also help narrow the gap with competitors' entry-level models in markets like China and Japan. Last year’s launch of the iPhone 16e helped Apple capture 11% of U.S. iPhone sales in the quarter it launched. It’s important to note that this aggressive pricing applies only to those two models. According to Bernstein Research, rising costs for memory, storage, and processors could push the build cost of the iPhone 18 Pro Max up by about 25%. Apple can use that product, along with its premium MacBook Pro and MacBook Air lines, to offset some of the margin pressure from the lower-priced devices. Is AAPL Entering a Buy Zone?There’s sound logic to buying and holding AAPL for the long haul. Its ecosystem gives the company a special position in the technology sector, and many tech investors do not assign much weight to daily stock movements. Still, the sector attracts active traders, which is where AAPL may present a shorter-term opportunity. Back in January, AAPL dropped into oversold territory around $248. At that time the MACD also showed bearish momentum. That proved to be a buying opportunity for active traders, as the stock later climbed to around $278. A similar pattern appears to be forming now. The MACD is once again showing bearish momentum, but the relative strength indicator (RSI) is not yet in oversold territory.    Since the stock is in an active downtrend, options traders may consider a bull put spread. One example trade would be to sell the $247.50 put and buy the $240 put simultaneously. The premium received will be smaller, but the downside risk is capped if AAPL breaks support and falls below $248. | 
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