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With the $599 Macbook Neo and the ongoing RAM crisis, what happens to Framework now?
We've all been hearing about the expected drop in PC sales in 2026 due to the ongoing shortage of RAM and SSDs. The only company that is mostly weathering the current crisis well is Apple due to their supply chain management and long-term contracts. Large PC manufacturers like HP/Dell/Lenovo are currently struggling to even ship PCs to market.
This got me thinking about Framework. They are a small, bespoke PC manufacturer who was founded when PC parts were abundant and cheap but lack the size now to get priority orders like the big boys. For example, the Macbook Neo is built almost entirely on the back of Apple's supply chain management and part commoditization. The Neo isn't a competitor to any of Framework's product but its existence illustrates how economy-of-scale affects pricing powers. I can't imagine Framework was very profitable to begin with and their operating expenses now are only likely to increase. Framework laptops were also already more expensive than a comparable PC before RAMpocalypse. And it's not just memory either. When the RTX 5000-series GPUs launched, it was also mostly a paper launch as Nvidia prioritized B2B and enterprise sales. This also affects Framework as they sell a bespoke RTX 5070 module for their laptops https://frame.work/products/laptop16-graphics-module-nvidia-geforce-rtx-5070.
My point is that only the bigger players will likely survive this crisis but whether Framework will is up in the air.
#technology #hardware
source
We've all been hearing about the expected drop in PC sales in 2026 due to the ongoing shortage of RAM and SSDs. The only company that is mostly weathering the current crisis well is Apple due to their supply chain management and long-term contracts. Large PC manufacturers like HP/Dell/Lenovo are currently struggling to even ship PCs to market.
This got me thinking about Framework. They are a small, bespoke PC manufacturer who was founded when PC parts were abundant and cheap but lack the size now to get priority orders like the big boys. For example, the Macbook Neo is built almost entirely on the back of Apple's supply chain management and part commoditization. The Neo isn't a competitor to any of Framework's product but its existence illustrates how economy-of-scale affects pricing powers. I can't imagine Framework was very profitable to begin with and their operating expenses now are only likely to increase. Framework laptops were also already more expensive than a comparable PC before RAMpocalypse. And it's not just memory either. When the RTX 5000-series GPUs launched, it was also mostly a paper launch as Nvidia prioritized B2B and enterprise sales. This also affects Framework as they sell a bespoke RTX 5070 module for their laptops https://frame.work/products/laptop16-graphics-module-nvidia-geforce-rtx-5070.
My point is that only the bigger players will likely survive this crisis but whether Framework will is up in the air.
#technology #hardware
source
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