You say "Making them upgradeable will likely introduce design constrains that will considerably increase the R&D costs and make the already niche product even more expensive" and I fully agree.Making them upgradeable will likely introduce design constrains that will considerably increase the R&D costs and make the already niche product even more expensive.
I do believe that Apple needs to serve the high-performance market in some way, since a lot of software and enthusiast user base come from it. However, their mobile chips are quite capable of serving the bulk of that interest, potentially making large modular Mac workstation irrelevant. Apples value proposition is not in matching the specs of a 10k workstation, but in delivering a laptop that can outperform a classical 4-5k desktop workstation.
Apple might blow off upgradability and make the next MP into an uber-Studio. But I kinda doubt that. I think Apple would just make Studio Ultras. My guess is some new MP beast that we do not expect, but TBH I am getting tired of waiting to see.
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