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Old Jan 28, 2014, 09:57 AM   #1
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Broadwell CPU Delay and iPad Competition May Reduce 2014 Notebook Shipments




Industry-wide notebook shipments will continue to decline in 2014, claims NPD DisplaySearch. Revised estimates predict shipments from all vendors, including Apple, will reach 134 million units, down from an earlier estimate of 152 million unit.


One factor contributing to this decline is the expected Q3 2014 launch of Intel's upcoming Broadwell CPU. Intel confirmed in its latest earnings conference call that its Broadwell chipset will enter production in Q1 2014 and become available in the second half of 2014. Slowing PC demand and yield issues forced Intel to delay Broadwell by at least a quarter from its original timetable, with that delay likely contributing further weakness in the PC market. Intel's Haswell processor line, the company's current CPU family and predecessor to Broadwell, was released in June 2013 and landed in the MacBook Air during the same month.

DisplaySearch also cites the rumored 12.9-inch iPad, wearables and the convergence of mobile and desktop operating systems as market forces that could shift consumers away from notebook PCs.
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At the same time, the expected launch of a 12.9" iPad from Apple could trigger growth in larger tablet PC screen sizes, leading to even more competition for potential notebook PC buyers. In addition, wearable devices and other new concepts are expected to compete for consumer spending during the holiday season and beyond. Finally, the trend toward user-interface fusion and operating-system integration will offer a more seamless working platform between mobile devices and PCs, which would further extend mobile device advantages for businesses.
Despite a declining market, Mac sales in the just-ending quarter were strong, increasing from 4.06 million units in Q1 2013 to 4.8 million in Q1 2014. Mac net sales accounted for 11% of the company's revenue for the quarter, up slightly from 10% a year ago.

Article Link: Broadwell CPU Delay and iPad Competition May Reduce 2014 Notebook Shipments
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Old Jan 28, 2014, 10:01 AM   #2
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DisplaySearch also cites [...] wearables [...] could shift consumers away from notebook PCs.
Really?
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Old Jan 28, 2014, 10:13 AM   #3
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What is coming next, Broadwell or a Haswell refresh? I've heard both, and it's a bit confusing. Hope this doesn't affect possible laptop refreshes at WWDC.
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Old Jan 28, 2014, 10:18 AM   #4
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What is coming next, Broadwell or a Haswell refresh? I've heard both, and it's a bit confusing. Hope this doesn't affect possible laptop refreshes at WWDC.
Broadwell. This will probably effect the refresh.
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Old Jan 28, 2014, 10:23 AM   #5
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Glad i jumped on Haswell rather than waiting.
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Old Jan 28, 2014, 10:28 AM   #6
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In the meantime, give the Mac Mini some Haswell love Apple!
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Old Jan 28, 2014, 10:34 AM   #7
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yes please...

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Originally Posted by RoelJuun View Post
In the meantime, give the Mac Mini some Haswell love Apple!
Yup, c'mon with the Mini update.

And should the MBA go retina whenever Broadwell hits, I may pick up one of those up too if the price, weight and battery life do not change.
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Old Jan 28, 2014, 10:38 AM   #8
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Originally Posted by Mackan View Post
What is coming next, Broadwell or a Haswell refresh? I've heard both, and it's a bit confusing. Hope this doesn't affect possible laptop refreshes at WWDC.
Haswell refresh for desktops and Broadwell for mobile. Though there are also newer mobile Haswell processors with minor spec bumps.
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Old Jan 28, 2014, 11:01 AM   #9
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Glad i jumped on Haswell rather than waiting.
The Intel announced delay in November is exactly why I bought a Haswell rMBP. My brand new iMac was a great steal, but you still need portability. Probably will be October for whole line, though only MBA will probably get a full makeover.
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Old Jan 28, 2014, 11:17 AM   #10
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Ideally, in the long term, hardware should be a declining and then stabilized market. Apple should produce just enough for new users and to replace the infrequently lost or broken units. Hardware should be real-world-rugged enough to last for decades like my iron skillet and then only the firmware updates, operating system system updates (subscription revenue for Apple), applications and content (e.g., music, video, books, etc) is where the sales are. This is a good ecological solution.
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Old Jan 28, 2014, 11:47 AM   #11
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So this article says that declining PC sales caused the chip delay and the chip delay is causing PC sales. Am I the only one who smells something fishy about that?
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Old Jan 28, 2014, 01:18 PM   #12
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Does anyone know if Broadwell will bring any major new features, or will it just be the regular slightly faster updates?

I just bought a Haswell rMBP. If there's a big enough difference, I might sell it & buy the Broadwell rMBP when it comes out.
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Old Jan 28, 2014, 01:46 PM   #13
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Where's my 17" MBP?
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Old Jan 28, 2014, 02:11 PM   #14
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Where's my 17" MBP?
Buried next to Apple Lisa in Utah I suppose.
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Old Jan 28, 2014, 03:03 PM   #15
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I bought the Ivy Bridge revision of the 13" rMBP that was released in Feb. 2013, which I'm very happy with. I think I'll skip Broadwell and look at whatever they come out with next (is it still "Skylake"?) At this rate, that probably won't be until early 2017.
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Old Jan 28, 2014, 03:10 PM   #16
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I guess this means no 11.85" Retina MacBook Air before July/August. Apple would probably want the Broadwell GPU and lower power requirements to power the screen without requiring a humongous battery like the rMBP.
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Old Jan 28, 2014, 03:18 PM   #17
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...the trend toward user-interface fusion and operating-system integration will offer a more seamless working platform between mobile devices and PCs...
What on earth are they talking about. Has something happened in the last twelve months that I've missed?
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Old Jan 28, 2014, 04:28 PM   #18
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Originally Posted by RoelJuun View Post
In the meantime, give the Mac Mini some Haswell love Apple!
You mean probably Broadwell, because Haswell is a very old platform.
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Old Jan 28, 2014, 04:43 PM   #19
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Originally Posted by guzhogi View Post
Does anyone know if Broadwell will bring any major new features, or will it just be the regular slightly faster updates?

I just bought a Haswell rMBP. If there's a big enough difference, I might sell it & buy the Broadwell rMBP when it comes out.
From what I know of it, Broadwell is all about the GPU. In Intel's words, it's supposed to do for them what Haswell did for battery life.

If you think the Iris Pros in the current MBPs are a little too slow for whatever you're doing, it might be worth keeping an eye out on.
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Old Jan 28, 2014, 04:47 PM   #20
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I think I'll skip Broadwell and look at whatever they come out with next (is it still "Skylake"?) At this rate, that probably won't be until early 2017.
Skylake should be late 2015 or early 2016. I'm waiting for that as well.
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Old Jan 28, 2014, 05:01 PM   #21
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A while back there was rumors of Apple looking to switch to ARM for the Macs. Given this delay, I wonder if Apple has been thinking about this or even working on a prototype (just in case). The A7 along with the M7 seems to be doing pretty well for the ipad and iphone. With an A/M8 and the expected bump in performance, I would not be surprised if that chip set could handle OSX.

Has anyone heard any news about OSX on ARM lately?
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Old Jan 28, 2014, 06:21 PM   #22
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Intel is bad news...unstable company.....lack of confidence...not my type of processor company.
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Old Jan 28, 2014, 11:58 PM   #23
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Has anyone heard any news about OSX on ARM lately?
Yeah, they call it iOS 7.
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Old Jan 29, 2014, 03:02 AM   #24
Mackan
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Intel is bad news...unstable company.....lack of confidence...not my type of processor company.
One thing is sure, every year around this time I read about their delays... Seems it's become mandatory.
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Old Jan 29, 2014, 03:39 AM   #25
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One thing is sure, every year around this time I read about their delays... Seems it's become mandatory.
mandatory for what reason? I'm appalled how they call themselves "intel" when they're "dumb."
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