I read this blog post a few years back. I didn't agree with it back then but in hindsight I'm actually coming around to the idea. You may have a point
Apple's decision to change course and develop a new Mac Pro has received near-universal praise from the company's pro community. While developing a new Mac Pro is the right decision for Apple to make given the current situation, it has become clear that the Mac is a major vulnerability in Apple's br
www.aboveavalon.com
That blog was/is whacked.
" ... Apple ran into an issue when it came to addressing the niche of the niche. Millions of pro users could not make the jump from Mac Pros or other high-end PCs to a MacBook Pro or iMac. ..."
There never where "Millions of Mac Pro users". At least in the Intel era.
" .. According to consensus, the biggest challenge Apple is facing is finding a business as profitable and influential as the iPhone. .. "
That consensus is steaming pile of male cow manure. "if it isn't as big as an iPhone ... it is FAIL". That mentality ragged on the Apple Watch for years as it grew into a multiple billion business. AppleTV , that mentality would have throw it too into the trash can ... but now also a vastly bigger business when loop in services. The notion that Apple can't pursue any product unless it is a big as iPhone is nuts. Completely , utterly nuts. That is exactly what tends to kill big , lumbering tech companies over time. ( can't do another chip unless it is bigger than x86 .. did that help Intel long run . Nope. ) .
Apple cannot persue "too small" business ventures. But setting the criteria to "almost as big as iPhone" as the lower bound is also ludicrous .
This blog poo-poos Macs because not cracking the 20M/yr run rate mark. Last couple of years Macs have had no problems doing that.
"
Resource strain. Even though Apple has $246B of cash and cash equivalents, the company is resource-constrained when it comes to time and attention ..."
Chuckle. Apple has sink hole Car project going that appears to have sunk $1B into a hole that generates no revenue. A $1B cellular modem that hasn't shipped either. That $264B was
after paying dividends , taxes, R&D , etc. The R&D budget in 2020-23 is plenty higher than it was in 2017.
The M-series using mostly the same building bock function units ( CPU core clusters , GPU core clusters , System cache + memorcy controllers) actually allows Apple to spread more of the core basic work over more product now than they were in 2017 ( All that Intel CPU package cost and Apple mark-up piled on top of that goes into paying for the differences. Which for the iPad Pro are shrinking ... a lot ! "Half" the iPad line up is on M-series at this point. (admittedly not anywhere 'half' in unit sales. ). There was a possible synergy there ... not an 'either Macs or iPad" issue. )
Is Apple going to create an "AMD Eypc , Intel Xeon SP , Ampere One , Nvidia Grace "-killer server SoC package. Probably not. They also don't need to. But for 98+ % of the Mac line up there was not big stretch at all.
" .. Meanwhile, there isn't much evidence of MacBook or iMac features serving as inspiration for Apple's smaller screens. ..."
ProRes rolled out across the product line kind of evidence? USB-C sockets?