This article was written to prove a dire narrative. Here’s where the current line-up stands. The target demographic for the Mac mini is still well served with most buyers rarely hitting the limits. For those that do need something more, they released the all-new Mac Studio, that was fairly supply constrained for most of the year. The iMac is in the same boat as the Mac mini. The MBP is still a beast and had a completely new version a year ago. Other than the fairly low volume Mac Pro, the rest of the lineup has a decent amount of headroom and didn’t “need” an update. People making comparisons to the Intel years didn’t have their thighs scorched with an Intel MBP.
Even taking that all into consideration, the chip supply chain is still a huge mess. Q4 2021/Q1 2022 was the Omicron wave. The current wave in China is insane. Foxxcon gets most of the press coverage because of the iPhone, but I’d wager that other assemblers are seeing production delays as well.
Anything that would have been released right now would have had to been approved for production 12 months ago to have enough time for tooling and production ramp, especially something like the Mac Pro and 12 months ago was chaotic.
Furthermore - the M-series computers require more than just the M-series SOC. Vehicle manufacturers are still given production warnings. Ford still isn’t able to make enough F150 Lightnings because of chip shortages. They have vehicles in various stages of assembly waiting for chips.
Finally - we are in a tenuous macro-economic environment. Discretionary spending is lower than it has been the last several years due to the lack of stimulus, the war in Ukraine and general corporate greed increasing crude oil/natural gas costs throughout the world - which has had ripple effects throughout the entire supply chain. We also have the fed increasing interest rates to cool the market. Retailers are sitting on excess inventory and this years’ holiday season saw a pretty big contraction.
There’s a lot going on that easily explains why there aren’t any new Macs this quarter and it’s not that controversial.