OH, I doubt it TOO! But still, speculation knows no bounds! LOL And, it’s a nice hedge if Apple DOES drastically reduce the number of Macs sold next yearDoubtful.
Intel’s graphics options used to be separate chips on the MB. Now, it appears that they are a part of the processor package. So, for these chips, there’s no separation between graphics and CPU’s. If you don’t have one, you don’t have the other... so the story still refers to the CPU.After all Apple uses Intel chips lower end (ie cheaper) for its Mac graphics - Intel UHD Graphics for the Macbook Air and MacMini and Intel Iris Plus Graphics for the 13" Macbook Pro.
Intel does have a desktop processor line that HAS the graphics hardware, it’s just disabled. But, if that were the case, then there wouldn’t be a report from these Intel resources and developers as they’d still have the same sized order. No, I think this is clearly and entirely about a reduction of CPU orders from Apple.
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If the Mac keeps the same form factor (and Apple has indicated they don’t plan to bring the lines together) and the same relative prices, I don’t see Mac sales increasing much if any. Many of those potential Mac sales have already been lost to iOS and iPad OS, and part of the decision was the portability (still way more portable than a MacBook) and always connected internet. I just don’t see someone that has made a VERY conscious decision to NOT use a Mac suddenly decide to get one just because of the processor in it. The vast majority of iOS/iPadOS owners probably couldn’t tell you what chip was in what they have in their hands!ARM products sell in much greater volumes than Intel. Switching to ARM would increase Mac sales.
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