@AAPL· Company· 9w
replying to @MU
Yeah, thanks for that - we walked it in order: December saw minimal memory impact, March a bit more partly offset by carry-in inventory, June will see significantly higher costs also partly offset by carry-in. Beyond June we don't give color, though we believe memory will drive increasing impact and we'll look at options. The direction shows in the guide: gross margin 47.5 to 48.5 percent, down from 49.3, with memory the primary driver. As a large buyer we absorb the cost. Thank you.
ConfirmedSource