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Apple Launches Device Leasing Program Amid Memory Chip Price Surge

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Breaking News | Apple Launches Device Leasing Program Amid Memory Chip Price Surge

1 min read

Suhaib

Breaking summary

New subscription model spreads rising hardware costs into monthly payments as memory shortage forces Mac and iPad price hikes. Trade-in credits and upgrade flexibility may defend unit volumes against RAMageddon headwinds.

Impact Direction
Mixed
ReasonLeasing lowers upfront barriers and may protect upgrade cycles, but confirms pricing pressure from chip shortage and replaces established in-house financing programs.

Key Numbers

AAPL PRICE AT RELEASE$337.59
0.2%
iPhone lease starting price$17.99/month
Mac lease starting price$24.99/month

What happened

Apple launched Apple Upgrade, a leasing program for iPhone, Mac, iPad, and Apple Watch through partnership with Klarna. Monthly payments start at $17.99 for iPhone, $11.99 for Apple Watch, $24.99 for Mac, and $11.99 for iPad. Customers select one- or two-year terms for iPhone and Watch; two- or three-year terms for Mac and iPad. At lease end, customers can upgrade to the latest device, purchase the current unit with a one-time payment, or return it.

The program arrives as Apple confronts RAMageddon, the industry-wide memory chip shortage driving hardware price increases. Apple recently raised prices on Mac and iPad lineups while sparing iPhone. Trade-ins through Apple Trade In reduce monthly lease costs; Apple Card users earn 3% Daily Cash on lease payments.

Apple is discontinuing its existing U.S. in-house financing programs, including iPhone Upgrade Program and iPhone Payments, consolidating device financing under the new Klarna-backed structure.

What to watch

  • Mac and iPad sales velocity under new lease pricing versus prior installment programs

  • iPhone pricing decisions as memory costs persist

  • Customer adoption rate of trade-in credits to offset lease payments

Also Worth Watching

Apple's shift to Klarna for device leasing marks a high-profile win for buy-now-pay-later platforms in premium hardware. Affirm competes directly in consumer financing and may face pressure to match enterprise deal flow as Apple consolidates payment infrastructure with a single partner. AFRM (Affirm Holdings Inc $73.05 (+4.0%) - )

Company Overview

Apple designs and sells consumer electronics including iPhone, Mac, iPad, Apple Watch, and AirPods, alongside software and digital services. The company generates recurring revenue through its high-margin services ecosystem including the App Store, Apple Music, iCloud, Apple TV+, and subscription offerings.

#supply chain
#product
#financing
#consumer electronics

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AAPL

Apple Inc

NASDAQ

•

Information Technology

$336.91

USD

+$3.89

(+1.17%)

At close: Jul 27, 2026, 4:00 PM EDT

Market Cap:

$4.94T

Volume:

49.3M

52w High:

$339.57

P/E Ratio (TTM):

40.28

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