Vincent Hanna
Suspended
I've been calling them "hobbyists" for some semblance of politeness, but "OCD Internet Dorks" is much better.
Correct.
Bravo.
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Here's Why Apple is Reportedly Skipping M6 Pro and M6 Max Chips
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people are getting a little chippy. We should all be reminded we spend time on an internet forum talking about mac. Nobody should act surprised there are opinions.
I for one think customers will care. It's super confusing to have a nomenclature around numerical upgardes every year than completely skipping m6 pro / max. IT's super confusing for marketing and really has no convincing reason.
I for one think customers will care. It's super confusing to have a nomenclature around numerical upgardes every year than completely skipping m6 pro / max. IT's super confusing for marketing and really has no convincing reason.
J InTech82
macrumors 6502
Vincent Hanna
Suspended
It is not confusing to regular people who couldn’t tell you what chip is in their Mac with a gun to their head.
To professionals, it’s clear that there is no Pro or Max variant to the M6 line, so they can choose between buying an M5 Pro or Max now, or waiting for the full M7 line.
The only people it’s confusing* to are OCD Internet Dorks.
*they are only pretending to be confused.
tutubibi
macrumors 6502a
On the surface, it does not make sense for Apple from a cost/benefit perspective. Even if this rumored M6 is just a minor modification of the M5, it would still require a separate production line and introduce an additional SKU to manage and support. With chip manufacturing resources already stretched to the limit, why would Apple divert manufacturing capacity from existing chips and the upcoming "M7", or pay a huge premium to spin up a new production line?
I’m not saying it will not happen, I am sure Apple knows how to use spreadsheets and calculate ROI, but based on the facts/assumptions available, I don’t see a compelling reason presented that justifies the ROI for this base "M6".
Vincent Hanna
Suspended
The justification is very simple: The M6 will be 15%-30% more performant than the base M5, especially with the expected increase in memory bandwidth. It will go into the base 14" MacBook Pro, the MacBook Air, the iMac, the iPad Pro, eventually the iPad Air, and maybe the base Mac mini. Those models together will sell 10s of millions of units over the next two years. And every single Apple customer that buys one will get a better device.
Everyone complained for years that Apple's SoC cadence was stagnant, and now that it's fixed, the same whiners are saying "Slow down! I don't like the naming convention for these products I'm never going to buy anyway."
Everyone complained for years that Apple's SoC cadence was stagnant, and now that it's fixed, the same whiners are saying "Slow down! I don't like the naming convention for these products I'm never going to buy anyway."
That's only for B2B and I'm talking about B2C where Apple ruined everything. That's why Samsung, SK Hynix, and Micron blamed Apple for all of these as they keep scamming and lowballing with chips.
Vincent Hanna
Suspended
Please walk me through your insightful theory of how "Apple ruined everything". I'm sure you're capable of providing extensive data backed by citations.
"Apple products use a different low-power type of memory which is impacted because the memory companies shifted production from what Apple buys to the type hyperscalers want."
I hear you.
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Inel/Nvidia Spark will be in the lead next year Apple has to do something! So skip to the next inline upper crust super duper Processors M7`s and M8`s. Ai coming in hot!
From chip engineers to iPhone users, Koreans side with Micron after Tim Cook's memory remarks
After the Apple CEO blamed chipmakers for higher device prices, Korean chip engineers and many consumers pushed back and sided with Micron in the escalating dispute.
And Apple is the one who shrieked and gauged B2C markets for a long time. Know the fact.
Your facts: quoting anonymous engineers without even mentioning anything to qualify who they are is a stretch. For all we know, the reporter got these quotes from "engineers" on Reddit. Regardless of who they are, they are experessing opinions but provide no factual information.From chip engineers to iPhone users, Koreans side with Micron after Tim Cook's memory remarks
After the Apple CEO blamed chipmakers for higher device prices, Korean chip engineers and many consumers pushed back and sided with Micron in the escalating dispute.www.koreajoongangdaily.com
And Apple is the one who shrieked and gauged B2C markets for a long time. Know the fact.
Known factual information:
- the types of chips are different. DRAM for hyperscalers and LPDDR DRAM and NAND for Apple products. This is nontrivial with regard to capital investment. It's also saying, "Pay me extra now to make a type of chip in the future that you won't need."
- Samsung Electronics and SK Hynix Inc. are making gobs of money now. With Mircon they are an economic oligopoly. Are they giving any companies a break in price negotiations "to do the right thing - to not be greedy"?
- the Korean government has viewed the memory market as strategic for decades. They have helped and coordinated the two companies, particularly rescuing SK Hynix Inc. 15 years ago.
- Per Miron 2023 financial statements as an example, the Micron CEO math does not work. A significant pure-profit price increase of a billion dollars paid by Apple for the same orders that year would have been offset by Micron cash stock buybacks and dividends. If the Moron CEO wanted to invest, he could have.
- Certain industries are intrinsically boom-bust because high capital investment requirements with long lead times, high demand volatility and the product is a commodity. In addtion to memory chips that includes steel, airlines, and petrochemicals.
And yet, you are ignoring WELL-KNOWN news while 3 companies are blaming Apple for all of this. Who blames who?
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It's WELL-KNOWN news and our Secretary of Health and Human Services is blaming autism on child vaccines. I choose to ignore that, too.
Your case is a false info while we are talking about facts. Good luck with that.
Regarding complaints from Samsung Electronics, they are also the supplier for Apple's biggest smartphone competitor, Samsung Electronics.
Here you go. Micron 2025 Form 10-K.
Regarding cash they could have used to invest but didn't - Page 61:
>Payments of dividends to shareholders 2025 $522 million, 2024 $513 million 2023 $504 million
>Repurchases of common stock - repurchase program 2025 $0, 2024 $300 million, $425 milion.
The total is $ 2.264 billion that could have been used for capital investment
Regarding ""Pay me extra now to make a type of chip in the future that you won't need."
>Page 7 overview of their 4 busness segments. Apple is in the "Mobile and Client Business Unit (“MCBU”): Focused on memory and storage solutions for the mobile and client segments."
>Page 10 has a full description of MBCU. Apple falls in that segment along with other device makers including PCs and includes consumer SSD retail sales.
>Pages 53 Revenue by Business Unit from 2024-2025. Note MCBU declined as a percentage of Micron's business from 48% to 32% and cloud went up from 12% to 36%
In terms of Bill of Materials expense, Korea make more of the typical iPhone than any other country. It's a remarkable achievement - especially considering Samsung is also supplier to Samsung the competitor. It also makes their price nontrivial. Samsung Electronics is about 25%. SK hynix is about 10% and Micron maybe 5%. That's 40% Korea, probably more with the memory price increases. (The other big companies include TSMC, Sony, Qaulcomm/broadcom, Corning. China BOM is minuscule and assembly labor is not in BOM)
Costco is well known among suppliers as the toughest negotiator. Costco often demands open‑book cost discussions, i.e., suppliers have to expose their internal accounting data to them. Tough terms include returns, chargebacks, delivery windows, plus often competition against their Kirkland brand.
If you are Korean, take care, stay cool and dry.
3? What are you smoking? M5 is the latest. It’s 1 behind on M4. And yes I know there was no M4 ultra.
