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Probably comes down to production capacity, max/ultra are massive chips. My guess on release schedule;
Mac mini M4 at WWDC to get devs on M4
Macbook Pro M4 in Q4
Mac studio and Pro beginning of 2025, these are low-volume products for apple and thus not very important.
 
I seriously doubt the Mac Studio will languish without an upgrade past this year. All signs are M4 is ready to go into other products besides the iPad Pro.
What signs would those be? Just the M4 iPad Pro release? Cuz I haven't seen any other evidence.

BTW, essentially Gurman is repeating exactly what he said in April. He had already predicted a mid 2025 Mac Studio / Mac Pro release, and he hasn't changed that prediction, despite the interim release of the M4 iPad Pro.
 
Did Gurman guess correctly about the iPad Pro getting an M4?
I believe it was after someone else said M4’s in Macs this fall. Which, before even reading Gurman, I was like,”I wonder if they’ll put the M4 in the upcoming iPads.” So, I would have also guessed just as correctly.
 
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Did Gurman guess correctly about the iPad Pro getting an M4?
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Why are there only two ‘analysts’ who make their living off of MAC speculation? Time to diversify and add more people to the mix. Especially, ones who are accurate with their information.

Nobody but Apple themselves know this information. These analysts are running close to the thin line of a get rich quick type of scheme.
 
iPads and Macbooks are largest sellers for Apple.
So they receive M4
iPhone will receive M4 alternative A chip
So all the rest of the line, like Apple TVs, desktops will receive m4 after the notebooks and iPads production reaches demand. Which might be start of 2025.
 
They may announce just Mac Mini, so just one new chip at a time.
WWDC - M4 Pro
Late 2024 - M4 Max
Early/Middle 2025 - M4 Ultra
I too found it interesting that there was no mention of the Mini, just the Studio and the Pro. But my conclusion is different than yours. My guess for WWDC:

M3 Mini (possibly no M3Pro)
M2Max Studio canceled
Price cuts on M2Ultra Studio

The Studio and Pro are differentiated based on the Ultra chip (which there is no M3 equivalent) and Mini falls inline with iMac as desktop consumer (eg not pro) machines. I know they’re trying to move away from the M3, but this makes a much cleaner distinction among offerings because it gets rid of the M2Pro and M2Max chips (which are currently in less than 1% of their sales since the Mini is the only machine left with an M2Pro and the Studio is the only machine left with an M2Max and each of those variants are less than 0.5% of sales).
 
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Yeah, but when Pro Macs are selling in the half-million or less of all Macs per year, the M2 ones are STILL the most profitable Macs per unit and they don’t even have to change anything. And, in the big picture, it’s more like half a single money bag. Most profitable per unit, yes, but not all that many units ;)

Right, but if these lowest volume sellers are most profitable per unit sold, a "problem" thought about by a Corp wanting to maximize profit per customer is how to sell more of them. As it has been, there is a narrow window of time where one can buy them and have "the most powerful" Mac of the current generation: I own one myself and thus can fully identify with exactly this. Then, only a few months later, BOTH of those things are replaced with a M-next MAX release.

So even if volume is weakest on these, perhaps volume can be improved by making them king of BOTH hills for the duration of the generation (thus release them first). And those who want "latest & greatest" and/or "most powerful Mac" would then face needing to pay way up for them vs. settling for MAX only a few months later... and at least partially scratching a compulsion itch with "latest generation chip."

If we want to go down the volume-driven profitability path, Air (for laptop) and I presume Mini/iMac (for desktop) should be first in line with all releases but they too seem to WAIT until later... so Apple seems to already be choosing "medium" (PRO/MAX) (in a small-medium-large analogy) as towards earliest releases in some kind of balance between profit-per-unit-sold and volume-driven profit motives. Why not just go all the way? I don't foresee any particular downside to a release order of Ultra, then PRO/MAX, then Base myself. But I do foresee plenty of added profit for the Corp. if they did that. And they do seem to like added profit. 💰💰💰
 
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If this is true and the iPhone 16 is truly the iterative update predicted, then Apple must be spending a lot of time on something else. The predicted launch of Windows Qualcomm ARM based machines that will truly compete with Apple M series processors from Dell and Samsung cannot be something Apple is ignoring. I hope WWDC clarifies and gives us something to look forward to. I still want a new 27” + screen size iMac but I am not getting that and the Studio, it’s purported replacement, cannot be sitting around with an M2 while an M4 is around. Something does does not add up here. And don’t tell me it is LLMs.
 
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I call BS on this. They’ve literally just released M4 - how are they going to explain updating their laptops but not the desktops? They sell more, yes, but is it any wonder if they go and do stupid moves like this?
I agree. I cant be the only one looking for a desktop Mac and cheesed off that my choices are a lame duck offering, or waiting for over a year.... Prior to Gurman's comment it was fairly universal to see June as the Studio update date...
 
No idea what these "analysts" are smoking or if they're taking their pills in time, but the kind of person that buys a Studio or Pro doesn't want to waste time upgrading yearly. It does make sense to have a slower update schedule.
 
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Why are there only two ‘analysts’ who make their living off of MAC speculation? Time to diversify and add more people to the mix. Especially, ones who are accurate with their information.

Nobody but Apple themselves know this information. These analysts are running close to the thin line of a get rich quick type of scheme.
I think up until a couple years ago, there were a wide number of folks that could infer what Apple was doing based on information coming out of Intel. Intel had to take orders for chips well in advance. Now, no one has any information, but Kuo and Gurman are continuing to drive engagement whether they’re right or not, so they’ll continue to. Anyone that’s been watching Apple for more than a couple years could make a lot of the same guesses because Apple rarely truly surprises. :)
 
The predicted launch of Windows Qualcomm ARM based machines that will truly compete with Apple M series processors from Dell and Samsung cannot be something Apple is ignoring.
If a person is interested in Windows, there’s no Mac that will run Windows as well as a Windows PC. Similarly, if there interested in macOS or iPadOS, there’s nothing coming from Dell or Samsung.

Apple’s ignoring them because it’s not worth it to try to “out-windows” them.
 
Right, but if these lowest volume sellers are most profitable per unit sold, a "problem" thought about by a Corp wanting to maximize profit per customer is how to sell more of them.
The core issue with anything not mobile in today’s market is that the entire industry, not just Apple, have seen growth and are continuing to see further growth in the ultraportable market. Apple could make the most attractive hunk of desktop aluminum in existence, but if it’s not what people are buying, it’ll sit on the shelf (or, more likely, will sit unmade until someone orders one BYOD).
 
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I guess it's still better than the bad old days of waiting several years between Mac Pro updates... I remember the years-long gap between 2013's cylindrical Mac Pro and 2019's more normal-looking Mac Pro. 🙃
 
I call BS on this. They’ve literally just released M4 - how are they going to explain updating their laptops but not the desktops? They sell more, yes, but is it any wonder if they go and do stupid moves like this?
If Apple releases M4Pro and Max this September (I doubt they do this summer, would make less than a year since M3 Pro and Max) they probably release M4Ultra next year. The weird stuff was releasing M4 just 7-8 months after M3, but that might be more about getting rid of the expensive node they were using for M3 so that overcost wouldn't go to iPads aswell than anything else. That's why they probably skipped M3 Ultra: giant die on an expensive node, less juicy margins for Apple.
 
Maybe Apple is going to step on the accelerator and leave the competition behind. Like the video Musk released of a drag race between the Ford F-150 pickup and the Tesla pickup, and the Tesla won, and oh by the way the Tesla was towing another F-150.
 
This is disappointing news from the perspective of wanting to see really maxed out Macs from Apple, but the simple truth is, laptops are the bread and butter of the Mac business. The only desktop that does any real numbers is the iMac. Both the Studio and Pro are niche products at this point. I’m glad Apple still maintains a passing interest in those segments, but the demand simply isn’t great enough to justify regular updates. The writing was on the wall years ago when Apple began “prosumerising” its professional apps.
 
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