物価高と地政学でAppleはどう変わるのか｜MacとiPad値上げ余波、iPhone 18 Pro、メモリ攻防を深掘り #アップルノート Podcastライブ

   / tarosite   ↑Please subscribe to the channel! Live stream starts at 10:00 PM on July 1st, 2026. This week, we'll analyze the rising prices and geopolitical shifts surrounding Apple, starting with the repercussions of the Mac and iPad price increases. We'll delve into the changes in the supply chain revealed by the iPhone 18 Pro leaks, the soaring memory costs and the Chinese procurement issue, speculation surrounding Intel and US manufacturing, and the possibility that Apple is refocusing on the high-price range. [Topic List] Mac and iPad Price Increase Aftermath iPhone 18 Pro Leak Memory Battle Intel/US Manufacturing Speculation Apple's Next Move ⏭ Chapter Guide 00:00:00 Opening 00:04:03 Broadcast Start, July 1st Edition Greetings 00:06:07 tarosite.net Renewal and Transformation into a News Site 00:09:22 Yen Weakness, Stock Market Rise, and Awareness of the Cost of Digital Living 00:09:42 Slack and ChatGPT Integration, Redesigning Work Styles 00:11:12 Chat Introduction: Used Smartphone Market and Long-Lasting iPhones 00:13:35 Xcode 27, Gemini, AI Coding Environment Discussion 00:16:16 Changes Since July 1st, Viewer Comments 00:17:08 iPad Price Surge, High Inflation, Apple Watch Ultra Refurbished Products 00:20:17 Amazon Prime Day, Soaring SSD and Storage Prices, Memories of iPod and MD 00:24:48 Main Program Starts, Introduction of Program Supporters 00:25:42 Today's Top 5: Price Increases, iPhone Leaks, Memory Battle, Elon Musk, Apple's High-Pricing Strategy 00:27:15 Mac and iPad Price Increases: How Far Will the Repercussions Spread? 00:28:11 Apple Rates Maintained, But the Increase in Device Prices is Painful 00:29:40 For Those Who Bought a MacBook Air Before the Price Increase: Time to Cherish Your Current Machine 00:31:00 The Shock of the Top-of-the-Line MacBook Pro Configuration at 1.41 Million Yen 00:35:55 ​​Is Apple Being Aggressive, or Is It Just a Minimal Price Increase? 00:37:14 Apple Silicon and Memory Procurement: What Components Create the Apple Identity? 00:40:47 iPhone Leaks: The Supply Chain is More Interesting Than the Appearance 00:41:15 Tata The Significance of the Electronics Leak and the Expansion of Production in India 00:43:11 Apple's Post-China Supply Chain Strategy 00:45:04 The Possibility of Diversifying Apple's Manufacturing Bases as Seen from Tesla-Type Local Production 00:50:29 How to Receive Apple Products Made in India 00:53:32 The Memory Battle: Apple Inquires with the US Government Regarding Chinese Memory Procurement 00:56:37 Soaring Memory Prices are Both a Component Problem and a Political Problem 00:58:44 The Importance of Memory in Apple Silicon 01:02:58 Summary of the First Half: Price Increases, Supply Chains, and Memory Shortages are Connected 01:05:02 Can Apple Design and Manufacture Memory and Storage Itself? 01:06:02 Memory Shortages as Seen in Mac mini and MacBook Air Delivery Times 01:11:41 Price Increases Spreading to Apple TV, Vision Pro, and Peripheral Products 01:14:21 Elon Musk and the Possibility of Domestic Memory Manufacturing in the US 01:16:15 The Return of US Semiconductors Connecting Apple, Intel, Tesla, and Samsung 01:17:26 Tesla's Lightweight FSD and the "Don't Increase Memory" Approach 01:20:05 Is There a Future Where Apple and Tesla Use Next-Generation Memory? 01:22:13 Will Apple's Next Move Be a Price Increase or a Focus on the High-Price Range? 01:25:13 The Difficulty of Prioritizing High-End Products and Entry-Level/Mid-Range Devices 01:29:06 How to Choose the "Best Machine for You" in an Era of Price Increases 01:30:21 The Weak Yen and Soaring Gadget Prices Are Driving Up the Cost of Digital Living in Japan 01:33:01 Ending: To Avoid Lowering Digital QOL 01:34:18 Announcement of the Next Broadcast, a Cycle Concept Between the Bulletin Board and the Broadcast 01:36:19 LINTARO SHOW Announcement, Next Apple Note Podcast Live is July 8th 01:39:10 Closing Remarks: A Little Story from Yodobashi Ikebukuro and the Apple Store [Information about note Membership + Magazine #MatsumuraLab + #AppleNote] We're looking for Matsumura Lab supporters! #MatsumuraLab + #AppleNote is available through note membership and a paid magazine. We discuss the latest Apple information, news commentary, and Taro Matsumura's latest articles, focusing on what we should consider in a digitally-driven lifestyle. Please join us! Register for membership, which includes the paid magazine, here: https://applenote.me/membership [YouTube Membership "Matsumura Lab" Plus Now Available] You can read content equivalent to the note membership "#MatsumuraLab" Plus using YouTube's posting function. Please join the lab members here as well!    / @matsumlab   【New Book Announcement #AppleFrameworkBook】 Podcast/YouTube episode for the new book by Masahiro Tokumoto and Taro Matsumura, "The Strongest Apple Framework: The Strongest and Most Reliable Model That Continues to Grow Even After Losing Jobs!" (Jiji Pres...