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<\/div>\nIn an investment note seen by AppleInsider<\/em>, analyst Ming-Chi Kuo<\/a> has detailed which Apple suppliers are most to benefit from the move to Apple Silicon — and which new or redesigned MacBook Pro<\/a> models they are expected to manufacture.<\/p>\n<\/div>\n “Casing suppliers will benefit from robust MacBook shipment momentum boosted by the Apple Silicon and MacBook Pro models equipped with the all-new form factor design, ” says Kuo.<\/p>\n<\/div>\n “We predict that Apple will launch new MacBook models including the new 13.3-inch MacBook Pro equipped with the Apple Silicon in 4Q20,” he continues, “the new MacBook Air equipped with the Apple Silicon in 4Q20 or 1Q21, and new 14- and 16-inch MacBook Pro models equipped with the Apple Silicon and all-new form factor design in late 2Q21 or 3Q21.”<\/p>\n<\/div>\n This fits with Kuo’s previous claims<\/a> that Apple will release a 13-inch MacBook Pro<\/a> running Apple Silicon in late 2020. It also appears to back up the recent report that during the first quarter of 2021, Apple will “open contract bids<\/a>” from suppliers for the manufacture of a new 14-inch MacBook Pro<\/a> and 16-inch MacBook Pro<\/a>.<\/p>\n<\/div>\n Kuo speculates that some models may sell at lower price points than the current range. Kuo doesn’t specify whether that is because of a cost savings due to a greater volume being manufactured, but Apple will certainly no longer have to pay a fee to Intel for its processors.<\/p>\n<\/div>\n “In an optimistic scenario,” says Kuo, “if Apple lowers the price of Apple Silicon’s MacBook Air to reflect the cost reduction, and if the newly-designed 14-inch and 16-inch MacBook Pro are better than the old MacBook Pro, we expect… shipment volume to grow significantly to 18-20 million units in 2021.”<\/p>\n<\/div>\n “In our bull-case scenario,” says Kuo, “the MacBook shipments in 2021 will markedly increase to 18-20 million units if Apple lowers the price of MacBook Air equipped with the lower-cost Apple Silicon and the demand for the all-new form factor design 14- and 16- inch MacBook Pro models is better than that of legacy models.”<\/p>\n<\/div>\n Those 2021 figures compare to Kuo’s estimate that in total, 2020 will see 16-17 million sold, “thanks to better-than-expected MacBook Air demand and work-from-home demand growth.”<\/p>\n<\/div>\n<\/div>\n Tags:<\/b> William Gallagher <\/p>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"\n\n\n\n\n\n\nSee Campaign: <\/strong>https:\/\/appleinsider.com\/inside\/Apple-Silicon<\/a>
Contact Information:<\/b>
William Gallagher <\/p>\n
<\/a>, Wire<\/a>, United States<\/a>, English<\/a><\/p>\n<\/div>\n
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Ming-Chi Kuo’s industry sources are claiming to know the sequence Apple will move MacBook Pro to Apple Silicon, including when redesigned 14- and 16-inch models will be launched. In an investment note seen by AppleInsider, analyst Ming-Chi Kuo has detailed which Apple suppliers are most to benefit from the move to Apple Silicon — and which new or redesigned MacBook … Continue reading Apple Silicon MacBook Pro migration starting in late 2020, new model in late 2021 says Kuo<\/span><\/a> Continue Reading