alt Hacker NewsIt is the SoC, not the memory as reported in the earning call. And lead time for SOC is 3-4 months. i.e even if they decided to increase order in March, if would be at least until July those volumes reaches warehouse ready to be shipped. And that is assuming there are spare capacity from TSMC for Apple to order, right now there is very little to none.
What annoys me most isn't the Mac Studio and Mini. It is the Neo. Someone must have done a poor job in demand planing. ( As well as pricing ). Only 5M unit till the end of the year when they are now increasing it to 10M. And it will likely miss this education's year cycle in the summer.
Hopefully they do better with A19 Pro Neo. Mac could reach up to 400M to 500M usage share. Roughly 25% of PC market.
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It reminds me of when the Mac LC came out. We waited months to receive ours.
>It is the SoC, not the memory as reported in the earning call.
Is the memory not part of the SoC?
Rightly deserved
Historically whenever they’ve done lower price products - iPhone SE, the current E editions, etc - they’ve sold poorly, that’s what probably got them.
The thing is that the Neo is actually useful.