KGI Securities analyst Ming-Chi Kuo these days launched a significant new file outlining his estimates of Apple’s product launch time table for the 2d 1/2 of this year, pointing to all-new iPod contact and iPod nano fashions as well as new iPhone and iPad mini models and tweaked internals for the entire-dimension iPad.
Kuo’s document also touches on the Mac side, reiterating his past claims that Apple will probably be launching its 13-inch Retina MacBook pro in that timeframe. He believes, on the other hand, that influence from the launch will at first be muted amid tight provides and shopper budgets so as to possible prioritize purchases of latest iPhone and iPad mini fashions.
we think customers who originally planned to buy the thirteen” MacBook pro and Air will flip to the 13” Retina MacBook pro instead because it has a gorgeous panel, its price is much like MacBook professional and it has a better balance between power consumption and form factor. however, as supply is proscribed as a result of panel and meeting yield price considerations, cargo of the thirteen” Retina MacBook professional gained’t have the ability to satisfy demand. And we predict consumers’ budgets will transfer to new iOS products after Apple launches them, which means that general MacBook shipments won’t grow meaningfully on the 13” Retina MacBook professional.
whereas early 13-inch Retina MacBook professional gross sales could also be modest, Kuo does believes that with Retina shows naturally being the way forward for Mac notebooks the stage shall be set for explosive boom heading into 2013.
As for the iMac, Kuo believes that new Ivy Bridge-based iMacs have been delayed through reveal lamination issues, with Apple’s provide chain standing suggesting it’s going to be a tight schedule to meet an end of September launch for the up to date models.
The probabilities of the brand new iMac debuting in September are slim. however, judging through the current supply chain scenario, it usually is rolled out by means of finish-September. […]
[Supply chain] shipments for Mac personal computer fashions might be low because of inventory adjustment in July, and can see essentially the most dramatic mother upward push in August as shipments for the brand new iMac start.
a couple of different sources have claimed that Apple will probably be concentrated on an October launch for up to date iMacs, despite the fact that there has been disagreement over whether or not the brand new fashions will embrace Retina shows, which might be virtually indubitably essentially the most highly-anticipated function in the product’s future. Kuo’s document does now not tackle whether or not he believes the feature will be included in the subsequent revision or held for a later update.
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