The day before the opening keynote of WWDC20, the well-known analyst Ming-Chi Kuo, of TF International Securities, welcomed the possibility of Apple launching a new 13-inch MacBook Pro with its own chip it is the first of its kind.
Now, with the official announcement of Apple Silicon and given the two-year transition window mentioned by Tim Cook, Kuo went back to analyzing the company's launch scenario, reaffirming that Apple could launch, in addition to the 13 ″ MacBook Pro, a new iMac but not yet with its own chip.
As previously speculated, the analyst believes that Apple will launch a new 24 ″ iMac with a renewed design sometime in the fourth quarter of this year, but this machine would still be equipped with processors designed by Intel, an iMac with Apple Silicon would only come in the year next.
Still according to Kuo, the transition to Apple's chips could result in a higher cost for Ma, both due to the “design effort” and the manufacturing costs, which may cause the final price of Macs to increase (something opposite to what was expected before).
It is worth noting that this is just an analysis and not a finding in itself, so it is not yet clear whether such additional costs will actually be passed on to consumers after all, it may be that, in practice, these expenses are less than outsourcing chips from Intel .
Finally, Kuo expects demand for new Macs to increase during the second half of 2020, even before the launch of the first machine equipped with Apple Silicon.
Benefiting from the need for the home office, we increased the sales forecast for MacBooks in the third quarter of this year by about 30%. Due to increased demand, especially for the MacBook Air, sales for the second half will be better than expected, so we expect sales to grow by around 15% to approximately 16.5 million units.
Is it really that Apple plans to launch a new iMac, with renewed design, and still use Intel chips?
Just the right time, but something similar actually happened with the iMac itself: in August 2004, Apple launched a new design similar to the current white ones, made of polycarbonate, still with the PowerPC G5 chip. A year and a half later, in January 2006, the iMac won its first Intel chip (a Core Duo) and it was only in August 2007 that its design was upgraded to a current “identical” aluminum housing.
via MacRumors, AppleInsider