A very important point is the RAM and flash shortage. With their humongous volumes, Apple is certainly a member of the happy few with preferential contracts with guaranteed volumes and prices. No other PC maker can remotely compete with Apple on volumes, and now they'll get their already thin margins crushed even more.

In the past Apple had constantly sold high-margin products and grabbed 70 to 80% of the whole industry's margins. Now they're coming for the rest !