Just imagine, if the rumours are true and Apple's 'foldable' phone costs 2500€ or more - who is going to buys this? So much of Apple's ecosystem depends on enough users consuming services, buying apps and using their phones to facilitate digital interactions. I've been waiting for 2 months to get a new mac mini for our office lab, and the Studios have moved into "we can't really justify this expense" price range.
So the framing that AI is inevitable or projections that put the world into a year or more of this "scarcity", where people can no longer afford non-entry level gadgets, are just naive IMO.