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Gurman: Apple Planning No New Mac Releases For Remainder of 2022
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This is the same guy that said new MacBook Pros were coming in September, then said they were coming in October, then said November and now is saying not until next year.
Throw out enough random guesses and you're bound to be right eventually. And yet, folks put stock in this guys claims.
Throw out enough random guesses and you're bound to be right eventually. And yet, folks put stock in this guys claims.
If you really need more than one external monitor, Apple has you covered with the 14” and 16” models.
Same concept as the half ton pickup trucks. They do fine for 90% of people. You need something more “heavy duty”? You buy a 3/4 or 1-ton.
True, but for all we know Apple did plan on releasing them this fall and "supply chain" ruined those plans. 🤷♂️
China has really screwed up CoVID. They worked very hard to make themselves the manufacturer for the world and now they keep going back into lock down and shutdown everybody's production. It doesn't matter if it costs slightly less to manufacture in China versus another country if you can't produce any product. I suspect Apple is not the only company scrambling to move production elsewhere.
This is my hot take:
I think I’ve seen enough of Tim Cook as CEO. I don’t have a problem with him as Chairman of the Board.
But Apple is uninspired, missing deadlines, bad software, the design chief is leaving.
Tim had a pretty good run. But it’s time for new leadership running day-to-day and lead the C-level executives.
I think I’ve seen enough of Tim Cook as CEO. I don’t have a problem with him as Chairman of the Board.
But Apple is uninspired, missing deadlines, bad software, the design chief is leaving.
Tim had a pretty good run. But it’s time for new leadership running day-to-day and lead the C-level executives.
With no more releases planned in the near term, Gurman was spotted down at the Apple Store near Bloomberg's head office:
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Let me ask you this, do you think our tech marketplace is back to normal? Did you look at the 2022 year to date for marketplace values? Manufacturing stoppage, part shortages, and transportation costs mess up everything.
No need really, the Mac lineup is solid. It's the best it's been in years. The iPad lineup on the other hand....
Cook's expertise benefits Apple at the CEO level, not the Director level.
Today's reality is that the BoD is there just to rubber-stamp the CEO's decisions, not provide actual leadership direction.
I think the iPad lineup is victim of Apple's pricing structure and their Quest for Margin.
The Air and, especially, the Pros are already so expensive that significant updates would drive the base prices even higher (an 11" MiniLED Pro could easily be $999 and the 12.9" could hit $1249-1299) and with a worldwide recession waiting in the wings, those prices could result in significant sales contraction, so at this stage better to keep them effectively "as-is" and look to get folks who did not replace their 2018 and 2020 models when the M1 model came out last year.
IMO, Apple should have just killed the iPad Air and positioned the 10th Generation iPad in that spot, giving it Apple Pencil 2 support and adding the P3 fully laminated anti-reflective display from the Air. That would have allowed them to raise the price to $499 instead of $449 and then they could have dropped the 9th Generation to $299. But I am sure they make more margin/profit off the Air than the iPad 10 so they want it around to try and, IMO, sucker buyers to upgrade to it.
Apple said during the silicon announcement that the first Mac with Apple silicon would be out by the end of the year (completed 2020) and that the full transition would take ‘…ABOUT 2 years.’ So by that wording one could have assumed that there may be a Q4 2022 product delay that pushes it into the next quarter. Tim Cook is the king of speaking in platitudes.
In November 2020, COVID-19's impact on global production and supply chains was not nearly as pronounced as it would become.
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I’m in the market for a laptop and I expected more from the M2 Air. Not sure if I’ll go the Pro route or wait til next year.
Tim's sorta ok for being the CEO of a company that he has helmed to $1 trillion, $2 trillion & $3 trillion in market cap.
I would not be surprised if he can push it to $4 trillion by this time next year.
I had $320,000 in Jan 2009 that has the buying power of $441,139.05 in 2022 money.
That money could have bough me 4,000 Apple Inc shares.
| Date | 20-Jan-2009 | 30-Oct-2022 |
| Year Low | 13.8 | 20-Jan-2009 |
| Forex: $ = ₱ | ₱40.29 | ₱58.11 |
| $/share | $78.20 | $155.74 |
| Pre-Split Share Price | $4,360.72 | |
| X-for-1 Stock Splits | 28 | - |
| Number of Shares (pre split vs post split) | 4,000 | 112,000 |
| Portfolio Value ₱ | ₱12,602,712.00 | ₱1,013,518,542.40 |
| Portfolio Value $ | $312,800.00 | $17,442,880.00 |
| Years between purchase to 1st dividend | 3.56 | - |
| Per Share Last Quarterly Dividend $ | - | $0.23 |
| Total Quarterly Dividend $ | - | $25,760.00 |
| Total Quarterly Dividend ₱ | - | ₱1,496,784.80 |
| Dividend spread out daily ₱ | - | ₱16,403.12 |
| Last 4 Quarters Dividend $ | - | $0.90 |
| Total last 4 Quarters Dividend $ | - | $100,800.00 |
| Total last 4 Quarters Dividend ₱ | - | ₱5,856,984.00 |
| Dividend spread out daily ₱ | - | ₱16,046.53 |
The introduction of the iPhone in 2007 is the primary reason why Apple is that successful. The 2007-2008 Financial Crisis had people selling Apple shares at a discount in January 2009.
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Apple is on a six year update cycle for the Mac Pro so we still have a few years left.
Well we all knew that when the RAM and SSD is soldered right next to SoC, then the next Mac Pro would have to be completely different then past intel based Mac Pros. There really aren't any rumor spinsters that got anything about it. I don't think it will be a huge tower like the 2019 model.
Apple could make an exception with performance penalties.
Mac Pro is large so it has leeway to accomodate the size.
Want to compare the ARM races, and lack of intel/AMD ARM based OS? Meaning they aren't competing on the same racetrack anymore. Once we see what the next Mac Pro consists of then debate this.
If Apple is on 18-month refresh cycle, while Intel and AMD are yearly, they will get eaten alive.
Not if the green police start hammering companies to use less of the power grid.
source of your information??? Gurman maybe?
In terms of CPU I think Apple were in a strong position 12 months ago and are in an ok position now. Where they are struggling is GPU and for the MacPro that's probably the biggest issue, IMHO of course..