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Bummer
There goes my outside hope for the iPad Mini 7, some M4 MacBooks or an updated Apple TV

Sounds like a entire presentation about "AI stuff coming later this year"
👎

Major "meh" for me

So many product lines are just in really weird spots of "not much has happened in a long time"
Apple seems to have really screwed the pooch with Car & VR headset distractions and now trying to throw an AI hail mary
WWDC doesn’t always have hardware, see 2021 WWDC.
 
Theee months after the release of the 3d Gen ATV 4K, rather stupid of Gurman to predict a new Apple TV 18 months away. Less random guesses would help his credibility.
 
Embedded camera doesn't make sense in a new AppleTV... except for those who happen to place their AppleTV right above or right below CENTER of their TV. Anywhere else and what those on the other end will see is you looking left or right of them.

Fake this right now by turning on a selfie video on an iDevice, sitting where you would want to FaceTime with an AppleTV camera and then angling the iDevice between where you are and where your AppleTV currently sits. For example, mine sits about 8 feet to the RIGHT of the center of my TV. So if I shoot a selfie video as if I'm FaceTiming with the device aligned with the AppleTV location now, those on the other end will see me looking to the left of them. The only way I would be looking right back at them is the way we FaceTime now (camera right ABOVE, center of the screen at which we're looking to see them).

If you are having a hard time imagining this, shoot a selfie video but move your device 90 degrees left or right of your face. That camera positioned there will be shooting the side of your head and that's what those on the other end would see if an AppleTV with camera was positioned in that direction.

Besides, many tuck their AppleTVs in behind their TV or in a cabinet with a door that closes, which would block this embedded camera (or having it pointing at nothing). None of that would support any kind of video chats in the AppleTVs. The ONLY placement that works is center of screen right above or below the TV.

Remedy: Continuity Camera isn't bad, but mobile devices leave the home with their owner. When it is away, those left behind have no camera for video chats unless they too own iDevices.

So, my opinion is to put a NORMAL USB-C jack back on AppleTV to which a WIRED camera could be attached. Then one could tuck their AppleTV wherever they do now but the camera could still be right where it needs to be.

Else, perhaps an original-iSight like camera that hangs on the top rim of a TV, perhaps powered by the USB jack that comes on many TVs (else wired to the same power source as the TV itself). It then uses Continuity Camera to wirelessly transmit the video signal to AppleTV... basically becoming a permanent Continuity Camera instead of one that often leaves the house when an iDevice leaves the house.
 
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I don't buy this. It means that the M4, which was a surprisingly big leap I thought, is going to sit exclusively in an iPad for.... how many months? There's no reason for that.

If there is both a A18 and A18 Pro SoCs which are also on TSMC N3E that are 'hogging up' the fab production line, then there would be a good reason for that.

[ And Intel is about to release Ultra 200 (Lunar Lake) which is on TSMC N3B so it isn't like those fab machines have less to do either. Even if those SoCs ship in products in October, a large wave of those dies need to be in production now. (N3B has a long 'bake' time. ). The CPU+GPU tile might be smaller than a M4 but likely Intel will need more than several million of them. So the amount of N3 family dies that will ship this year has a pretty good chance of doubling. ]

Similarly M4 in iPad Pro is as much to blunt Surface ( and other) X Elite tablets with the screen just as much with compute. Apple's display controller hasn't been leading the pack in performance. Apple openly stated that they needed a substantive upgrade to drive the iPad Pro screen. M3's display controller tech works just fine on what will very likely be the same set of Mac screens that will come on next iteration ( in part to control costs).

Apple just did a 'short cycle' refresh on the MBP 14/16". Lots of good reasons not to do another one now. The MBA just got a refresh. So even less reason there.

The Mini is coupled to both the M4 and M4 Pro. M4 Pro is coupled to the MBP 14/16.

The Mac Pro .... Apple's iteration cycle for last decade has been 3+ years. And the 'short cycle' on the M2 Max in the MBP 14/16 likely only puts more pressure on the Studio/Pro to soak up more M2 Max dies for a longer period of time. For the maximum cost SoC of Ultra there is pretty good reasons for Apple to get on a n+2 iteration cycle: M2 -> M4 -> M6 ( or odds ). If Apple went every 2 years for Mac Pro it would be much faster than they have been doing the last decade or so. The market size of the Ultra Studio/Mac Pro is not big enough to churn out a new SoC every year.

Additionally, the much larger ( 4x + ) dies eat up even more fab capacity. And there currently is no "hand me down" product to throw the Ultra into. Nobody (AMD , Intel , Nvidia , etc) completely tosses large dies/packages in a single year. [ Some folks will hand wave at the "AI servers" are coming , but that is substantially a one trick pony. Once do the initial roll out, is Apple going to throw away deployed severs on a yearly basis? Probably not. If Apple is not explicitly charging for AI servers, then more unlikely. More so it would help with keeping something like a n+2 cycle steadily chugging along. It will soak up some older large SoCs, but it will have a limited capacity to do so. ]


After initial demand bubble for the the A18 , then it would not make as much sense. October/November would be dragging on the Mini and would be feeling more 'competitive heat' in the upper end laptops. Discounts on the MBA would keep them moving until 2025. ( **)


If there's no hardware I suppose the logical time for nearly the entire Mac line-up getting M4 / Pro / Max / Ultra / Megabastard would be September to take advantage of all these AI features when the software drops. But that also just doesn't sit right.

The entire line up? Probably not. Bigger than Ultra SoC? Even more so probably not. The faster the "kill off and move on" pace of the SoCs, the less likely the package will get bigger (and even more costly to make).



** And if Apple is going to reduce the roll the N3B M3 is going to play in "hand me down" systems ( e.g, skip iPad Air) then MBAs soaking up more of those for longer would be a way of clawing out better returns on the SoCs via volume. ( all the more so if flip the MBP on a year iteration so those M3 gen dies don't contribute as much also.)

Plus, during the gap where there is M4 MBP 14" versus M3 MBA , Apple can upsell more folks into buying the MBP 14". (better margins. Decent chance that uplift in margins substantially pays for the discounts applied to MBA to keep them moving. So no net hit on aggregate margins. ).
 
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Yea I can’t get excited for wwdc this year cause I think it’s going to be a big push toward AI and between that and Vision Pro it’s all a bit silly to me.

But they'll finally let us put our icons where we want them! I've waited sixteen years for this day!
 
Why year after year do people seem surprised that Apple likely uses their software conference to talk about software?

Hardware released at WWDC
  • 2003 Power Mac G5
  • 2004 Aluminum Cinema Displays
  • 2006 Mac Pro (intel)
  • 2008 iPhone 3G
  • 2009 iPhone 3GS
  • 2010 iPhone 4
  • 2012 MBpro 15”
  • 2013 Mac Pro (trash can)
  • 2017 HomePod and iMac Pro
  • 2019 Mac Pro and Pro Display XDR (and the revolutionary $1000 monitor stand!!!)
  • 2022 MBair M2 and MBpro M2 13”
  • 2023 Vpro and MBair 15” and Mac Studio & Pro with M2 Ultra
If you want to try to see some kind of pattern in that, it would look like 2024 could be a skip year.

On the other hand, if one looks at the short term, 2022 and 2023 had hardware, so 2024 could too. I'm with others thinking he's wrong. I'm doubting M4 will be exclusively in iPads until the usual Fall release. If there is nothing at WWDC, then I predict an unexpected summer event not too long after WWDC. I don't think there's much precedent for an approx. JULY event... but there's also nothing to stop them from having one if they want one.

Personally, I believe next up is M4 ULTRA in Studio & PRO... with PRO & MAX waiting for the usual time in the Fall. Why? Profit per unit sold is maximized on the ULTRA machines and apparently Apple Inc likes maximizing every possible nickel per transaction.

And getting them out FIRST in line instead of last would make them "king" of the "most powerful" and "latest generation" chip for the duration of a chip generation... unlike now, where they can hold those titles for up to about 4-6 months at most... until next-gen MAX is released.

If there's nothing (Mac) until October, M4 base is going to feel fairly old by then at already 6 months old. And if we fully assume the pattern we THINK we see in Silicon so far, Studio & Pro would be M2 Ultra right up pretty close to an M5 release window. I don't know how that can make any sense at all. If we lump Vpro in, the 3 most expensive (base price) Apple computing products would all be 2 generations behind and right at the edge of 3 generations behind.
 
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I’m sure the “keynote” video will have plenty of eye rolling moments.

(I find the videos to be such a massive downgrade from the live performance presentations of the past)
It will have some vaguely interesting things that will be “coming in a later release” which is probably about 2 months before iOS 19 is shown at WWDC.

TBH the only thing that really excites me now is watchOS.

I regularly stumble across a Steve Keynote on YT and then go down a rabbit hole for hours watching old events like the original air, the original iPod Nano. It was pure showmanship…. Nothing like the absolute cash grab of nowadays.
 
Such worthless information. It’s not like the entire planet won’t know this next week anyway
 
IMO, WWDC should be just about software. As fun as it is for Apple to announce hardware, it feels weird to me when they do it at this software event.

Plus, I never expected the Apple TV to be refreshed at this time. That rumor didn’t make sense to me, since I’d anticipate an A18 or A19 chip in the next Apple TV, depending on when it is released.
They should put an M chip in it.
Future proof it as a gaming device, whilst slow rollout there are more AAA games coming and will allow it to rival consoles.
 
They should put an M chip in it.
Future proof it as a gaming device, whilst slow rollout there are more AAA games coming and will allow it to rival consoles.

Put an M in, add mouse support (KB is already there), add some storage tiers and make it a cheap way to have an Apple internet terminal computing device as a hook to get folks into their subscription services and use with their iPhone and iPads … could be a superb “light Mac + entertainment hub”
 
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Apple uses him to make people buy M3 macs on the latest sales instead of waiting ten more days. Just like when they released M3 ”out of nowhere”.

M4 macs are coming.
 
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