Gurman: Apple Planning No New Mac Releases For Remainder of 2022

[TigerNike23]

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.

He’s been GREAT for shareholders. But let’s look at 2022:

iPhone SE: recycled design with higher price
M2 MB Pro: recycled design with new chip
iPhone 14: uninspired device with minor changes
iOS 16: terrible software update
iPadOS: Stage Manager fiasco
iPad 10th Gen: recycled design with bad compromises and higher price

Outside of the M2 MB Air and the 14 Pro, it’s been a BAD year for Apple.

 

[Boil]

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.

Maybe take a look at this thread, where it talks about the latest ASi Mac Pro prototype being housed in a 7.1 Mac Pro chassis, with six PCIe slots...?

 

[dalestrauss]

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.

This is a cop-out. Until they birthed their M1 processor the measly Intel MacBook Air could drive two displays. This is just an artificial restraint to segregate the product lines and upsell to business where dual (or more) monitors are common.

 

[Allen_Wentz]

They do when 1st generation products are crippled and support things such as a single monitor in 2022. 🤦🏼‍♂️

Then again, they just updated the MacBook Air with M2 and it still only supports 1 external monitor. 🤦🏼‍♂️

Of course the low end does not support as many displays. M1 14"/16" MBPs and M1 Studios support multiple displays just fine.

 

[ThisBougieLife]

source of your information??? Gurman maybe?

Gurman is always right...eventually. 😌

 

[Chazak]

This is not news, as usual, but it is good news — at least we will have a proper event (hopefully live) showing these, along with a possible “one last thing”…

I will be surprised if they haven't put an end to live shows. Very surprised.

 

[dandeco]

Two year transition failed.

Yep; it's the opposite of when Apple thought it'd be a two-year transition from PowerPC to Intel, but they managed to complete it in just eight months.
While it's too bad, I wasn't planning to buy a new Mac desktop should one have been released until next spring. Hope they're announced by then.

 

[BeatCrazy]

This is a cop-out. Until they birthed their M1 processor the measly Intel MacBook Air could drive two displays. This is just an artificial restraint to segregate the product lines and upsell to business where dual (or more) monitors are common.

Apple is legally obligated to maximize value to shareholders. Considering the Intel Airs had much worse performance, thermals and battery life than the M1/M2, you would think that’s the better trade off. But I guess you can’t make everyone happy.

 

[lysingur]

I predicted this back in July. Just call me the 'new Gurman'

Also, tell Ross Young to stop making dumb predictions like there will be a new mini-LED external display in 2022. I had to call him out for that, too.

With Tim Cook running Apple, their product release cycle is so predictable. If anything, predicted products come a cycle 'late', rarely early.

I dunno if these fantastic predictions are for the clicks, or what. But let's use common sense fellas.

You're too late to the party.

It was pretty obvious to most people two months into the Russian invasion of Ukraine that the global supply chain will be greatly disrupted and most companies won't be able to meet any deadline they set for themselves prior. I predicted that Apple won't be able to complete the transition to Apple Silicon back in Q4 2021.

 

[n0dragon]

Workers at Foxconn factory in Zhengzhou are trying to escape from quarantine camps as we speak. It's no surprise that new products are delayed. It would be a miracle to release and deliver new products out of China at the moment.

 

[Greenmeenie]

What? No iPad Mini Pro?!!! That’s total BS man! 😂 I kid. I kid. But i do hope they give the ipad mini pro motion next year. That’d be a nice upgrade. 🤞

 

[richinaus]

He’s been GREAT for shareholders. But let’s look at 2022:

iPhone SE: recycled design with higher price
M2 MB Pro: recycled design with new chip
iPhone 14: uninspired device with minor changes
iOS 16: terrible software update
iPadOS: Stage Manager fiasco
iPad 10th Gen: recycled design with bad compromises and higher price

Outside of the M2 MB Air and the 14 Pro, it’s been a BAD year for Apple.

What a hilarious post.

 

[TigerNike23]

What a hilarious post.

I’m an Apple fanboy through and through, but this is terrible. Literally outside of that MB Air and maybe the iPad Air 5 nothing entices me from this year. Not even the software.

The iPhone 14 is such a flat out money grab it’s laughable.

 

[sam_dean]

He’s been GREAT for shareholders. But let’s look at 2022:

iPhone SE: recycled design with higher price
M2 MB Pro: recycled design with new chip
iPhone 14: uninspired device with minor changes
iOS 16: terrible software update
iPadOS: Stage Manager fiasco
iPad 10th Gen: recycled design with bad compromises and higher price

Outside of the M2 MB Air and the 14 Pro, it’s been a BAD year for Apple.

Higher prices is a result of inflation caused by Putin's war.

Everyone from Tim & to your nan are impacted by it.

Apple, even if they had Blevins to push down procurement cost it isn't a long term solution.

So they had to raise prices to protect margins.

Reusing design helps push down cost.

Rare is there any major update that is bug-free. This has been my experience for the past 4 decade of dOS, winOS & macOS. So I tend to wait 30 days after a point update to upgrade. I let people like you get iOS 16.0.0.0.0 to send bug reports while I'm still on iOS 15.7.1.

Are you now on macOS Ventura 13.0.0.0.0? I am still on macOS Monterey 12.6.1. Please send bug reports to Apple so I do not have to endure it.

I bought my watch, phone, laptop and tablet not to be a paying beta tester. I need them for work/home.

I intend to move to iOS 16 & macOS Ventura by Valentines Day 2023 at the earliest.

iPhone SE has always reused old designs since its introduction in 2016. The product line is to induce you to upgrade to a newer design and for corporate fleet deployment. It may even be used as a mobile POS as the iPod touch has been discontinued largely to poor sales.

Apple sadly allowed Android to take over the less than $429 smartphone market and the less than $449 market.

iPhone redesigns tend to occur every 3-4 years. This is reflective to a slowing smartphone replacement cycle that all brands are experiencing.

Mac redesigns occurs nearing every decade or so. 2012 iMac design was replaced in 2021 for example. I have that Mac and would have replaced it with a M1 if a 27" or larger model was introduced.

 

[bluecoast]

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.

I know nothing about manufacturing consumer technology products.

But it makes me wonder:

Are products like the iPhone are designed in the way that they are in order to provide high levels of manufacturing employment in China?

What I'm getting at is:

Surely there must be a way to more easily automate the manufacturing of the iPhone now, in this age of SoCs etc.

And if that's the case, wouldn't it be possible to bring this work back to Apple's home and core markets?

I'd genuinely be interested to hear the thoughts of people on this forum who actually know they're talking about re. this issue (as I certainly don't!).

 

[TigerNike23]

I’m an Apple fanboy through and through, but this is terrible. Literally outside of that MB Air and maybe the iPad Air 5 nothing entices me from this year. Not even the software.

The iPhone 14 is such a flat out money grab it’s laughable.

Actually I take that back. Apple did do something right… they finally fixed updating a device in iTunes that had been broken since 2019.

Bravo Tim Apple…

 

[lysingur]

I called it back in Q4 2021. Good for Apple though. They didn't let their pride of sticking to deadlines cloud their good sense of not releasing a half-backed product as important as the Mac Pro.

 

[cb3]

I guess:

• Problems with chip fab capacity
• Problems with relying on China (zero covid strategy and increasing tensions with the US)

I suspect that Apple's over-reliance on China is really hitting them hard and they're having to spend a lot of time and energy behind the scenes setting up production lines in India and Vietnam.

Many industries are being hit hard by massive delays because of zero covid shutdowns in China. A worker has to be tested ever few days BEFORE they can even go to work. If a worker mistakenly drives by a covid hot spot they get a flag on their phone as possible infected with covid - go get tested. Government CCP policies are to blame for the shutdowns. Everyone is paying the price for their handling of the pandemic. Will take years to catch up. Time to move on to more reliable trading partners.

 

[jhwalker]

Was hoping for an updated Mac mini. Hopefully it's only a few more months!

Same - I have used a Mac Mini as a music server (first iTunes, then JRiver Media Center, now Roon) for years, and it's about time for a new one!

 

[TigerNike23]

Higher prices is a result of inflation caused by Putin's war.

Everyone from Tim & to your nan are impacted by it.

Apple, even if they had Blevins to push down procurement cost it isn't a long term solution.

So they had to raise prices to protect margins.

Reusing design helps push down cost.

Rare is there any major update that is bug-free. This has been my experience for the past 4 decade of dOS, winOS & macOS. So I tend to wait 30 days after a point update to upgrade. I let people like you get iOS 16.0.0.0.0 to send bug reports while I'm still on iOS 15.7.1.

Are you now on macOS Ventura 13.0.0.0.0? I am still on macOS Monterey 12.6.1. Please send bug reports to Apple.

I intend to move to iOS 16 & macOS Ventura by Valentines Day 2023 at the earliest.

iPhone SE has always reused old designs since its introduction in 2016. The product line is to induce you to upgrade to a newer design and for corporate fleet deployment. It may even be used as a mobile POS as the iPod touch has been discontinued largely to poor sales.

Respectfully, I read that and I only see excuses.

I have held off on all major software upgrades released this fall, save from tvOS. A first for me.

I would like to see sales numbers for the 2022 SE, M2 MB Pro, iPhone 14, and iPad 10th Gen. Of course they won’t break it out, only telling us “they’re doing well”, knowing full well the 14 Pro is carrying the iPhone line, for example.

I’m frustrated and becoming disillusioned with Apple. We need a Mac Pro and Mac Mini refresh, in addition to a larger screen iMac refresh. The 2023 or 2024 iPhone SE desperately needs to get rid of the Home Button. We need to be able to have light and dark wallpaper like we had in iOS 15.

Anyway. I’ll stop, as I’m clearly just kvetching.

 

[sam_dean]

I know nothing about manufacturing consumer technology products.

But it makes me wonder:

Are products like the iPhone are designed in the way that they are in order to provide high levels of manufacturing employment in China?

What I'm getting at is:

Surely there must be a way to more easily automate the manufacturing of the iPhone now, in this age of SoCs etc.

And if that's the case, wouldn't it be possible to bring this work back to Apple's home and core markets?

I'd genuinely be interested to hear the thoughts of people on this forum who actually know they're talking about re. this issue (as I certainly don't!).

Back in 2013 Apple relocated the manufacturing of their least volume Mac, the Mac Pro, to the US.

Apple encountered so many problems such as

- lack of sufficient skilled labor
- lack of sufficient quantities of locally sourced parts
- etc

In other words Apple had to virtually start from scratch to get things done.

They went to the extent of placing their manufacturing/assembly plant in Texas to keep cost low.

 

[Kierkegaarden]

I will be surprised if they haven't put an end to live shows. Very surprised.

Prepare to be surprised, I hope. The videos seem to be an instrument of diversity — most of the presenters probably couldn’t hack it on a live stage. The ones that can — Craig, Joz, and Tim. Watching the interview with Craig and Joz recently makes me really miss the live events.

 

[sam_dean]

Many industries are being hit hard by massive delays because of zero covid shutdowns in China. A worker has to be tested ever few days BEFORE they can even go to work. If a worker mistakenly drives by a covid hot spot they get a flag on their phone as possible infected with covid - go get tested. Government CCP policies are to blame for the shutdowns. Everyone is paying the price for their handling of the pandemic. Will take years to catch up. Time to move on to more reliable trading partners.

I would not be surprised that China's zero tolerance policy on COVID is the reaso they haven't reported more than 1 million COVID deaths.

An amazing feat considering their more than 1.45 billion.

India has a nearly 530 thousand deaths at more than 1.42 billion people.

 

[sam_dean]

Respectfully, I read that and I only see excuses.

I have held off on all major software upgrades released this fall, save from tvOS. A first for me.

I would like to see sales numbers for the 2022 SE, M2 MB Pro, iPhone 14, and iPad 10th Gen. Of course they won’t break it out, only telling us “they’re doing well”, knowing full well the 14 Pro is carrying the iPhone line, for example.

I’m frustrated and becoming disillusioned with Apple. We need a Mac Pro and Mac Mini refresh, in addition to a larger screen iMac refresh. The 2023 or 2024 iPhone SE desperately needs to get rid of the Home Button. We need to be able to have light and dark wallpaper like we had in iOS 15.

Anyway. I’ll stop, as I’m clearly just kvetching.

Odds are you're not in supply chain much less in manufacturing so you do not understand.

If you have not moved to iOS 16.0.0.0.0.0 then whine about it? Give Apple time. I am giving them up to Valentines Day 2023 to make things right.

Apple has disclosed how much in $ they've made in each product category. Their results is reflective of their $157.50/share price. That isn't bad with Putin + COVID in mind.

If COVID & Putin wasn't a thing we'd be seeing north of $200.00/share psychological prices.

Are you buying a Mac Pro, Mac mini, iMac & iPhone SE? If not then who cares?

I want a replacement for a iMac 27" with an M2 chip as the Mac Studio + Apple Studio Display is a sorry sidegrade that is 50% too expensive. I intend to keep it for a decade.

I am scheduled to get an iPhone 15 Pro Max/Ultra when my contract ends. I am hoping for a better camera, 3nm chip, larger battery and Thunderbolt 4. Redesign isn't that important as it will be placed into a case that will make appear like a cheap Android phone. There's only so many ways to make a smartphone much less and iPhone.

 

[sam_dean]

Prepare to be surprised, I hope. The videos seem to be an instrument of diversity — most of the presenters probably couldn’t hack it on a live stage. The ones that can — Craig, Joz, and Tim. Watching the interview with Craig and Joz recently makes me really miss the live events.

Steve was a salesman who knew what the customers wanted even before they wanted it themselves.

Fella creates demand via his reality distortion field.

He would have been very very scary if he decided to start a religious cult that parallels Heaven's Gate cult.

I am thankful he hired Tim who brought in his industrial engineering skill set to reduce their cash in inventory.