Apple analyst Ming Chi Kuo said in a note to investors this morning that Apple’s first ARM-based Mac featuring an Apple-designed processor is set to be released during the first half of 2021.
Kuo’s detail about an upcoming Mac with an Apple-designed chip is a tidbit mentioned briefly in a note that suggests 5-nanometer chip architecture will be the “core technology” in Apple’s new products in the next 12 to 18 months.
We expect that Apple’s new products in 12-18 months will adopt processors made by 5nm process, including the new 2H20 5G iPhone, new 2H20 iPad equipped with mini LED, and new 1H21 Mac equipped with the own-design processor. We think that iPhone 5G support, iPad’s adoption of innovative mid-size panel technology, and Mac’s first adoption of the own-design processor are all Apple’s critical product and technology strategies. Given that the processor is the core component of new products, we believe that Apple had increased 5nm-related investments after the epidemic outbreak. Further, Apple occupying more resources of related suppliers will hinder competitors’ developments.
MacDailyNews Take: We were hoping to at least hear about Apple’s new ARM-based Mac at WWDC 2020 in June. Maybe we still will – even with a 1H21 release target?
Intel is well-past its glory days. Today, Intel’s claim to fame – besides not being able to make modem chips very well – is peddling inefficient, embarrassing, fatally-flawed junk. — MacDailyNews, May 15, 2019
Apple has been, for years, building strength in the enterprise via BYOD and the rise of mobile which Apple ushered in with iPhone and iPad. “Compatibility with Windows” is not nearly as important today as it was even a few years ago… We expect to see Apple begin the ARM-based Mac transition with products like the MacBook and work their way up from there as the apps are brought over to ARM via Xcode and as the rest of the world continues to throw off the Microsoft Windows shackles into which they stupidly climbed so many years ago, lured, wrongly, solely by Windows PC sticker prices. – MacDailyNews, June 19, 2019
Here at MacDailyNews, we’ve been thinking about and anticipating this for many years:
Think code convergence (more so than today) with UI modifications per device. A unified underlying codebase for Intel, Apple A-series, and, in Apple’s labs, likely other chips, too (just in case). This would allow for a single App Store for Mac, iPhone, and iPad users that features a mix of apps: Some that are touch-only, some that are Mac-only, and some that are universal (can run on both traditional notebooks and desktops as well as on multi-touch computers like iPhone, iPad, iPod touch, and – pretty please, Apple – Apple TV). Don’t be surprised to see Apple A-series-powered Macs, either. — MacDailyNews Take, January 9, 2014