In a research note analyst Ming-Chi Kuo said today, Apple plans to launch several ARM-powered notebooks and desktop Macs in 2021. Kuo believes Apple’s move away from Intel processors will significantly enhance the Mac’s competitive advantage, allow Apple to free the Mac from Intel’s rather stagnant processor roadmap, reduce costs of processors by 40 to 60 percent, and provide Macs with even more hardware differentiation from Windows PCs.
Earlier this month, Kuo said Apple’s first Mac notebooks with Arm-based processors will launch in the fourth quarter of 2020 or the first quarter of 2021.
Kuo expects ASMedia Technology to become the exclusive supplier of USB controllers for Arm-based Macs, adding that the Taiwanese integrated circuit designer will benefit from Macs gaining support for USB4 in 2022.
USB4 converges the Thunderbolt and USB protocols as part of Intel’s goal to make Thunderbolt available on a royalty-free basis, which should result in wider and cheaper availability of Thunderbolt accessories like docks and eGPUs.
MacDailyNews Take: We’ve been anticipating ARM-powered Macs for quite a long time now and we can’t for the the process to begin!
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
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