Here come Apple’s new MacBook Pros (video)

From MacRumors’ “October 18 Apple Event Announced – Unleash the M1X MacBook Pros!” posted Tuesday:

Apple today announced that it will be holding a special event on Monday, October 18 at 10:00 a.m. Pacific Time. The event is set to take place at the Steve Jobs Theater on the Apple Park campus in Cupertino, California, and it will once again be a digital only event.

When there are a lot of products coming in the fall months, Apple often holds a second October or November event, which is the case in 2021. Rumors have been teasing redesigned 14 and 16-inch MacBook Pro models for months now, and it’s looking like Apple is finally ready to release them.

Cue the MacRumors video:

My take: This is the most thorough walkup I’ve seen. I’ll be tuning into the event on Monday, and you can too. Click here.

8 Comments

  1. Dan Scropos said:
    Down sharply the second the market closed. Currently trading at $139.31 in AH, which is down an additional $2.20. Any idea why?

    0
    October 12, 2021
  2. Kathy Corby said:
    Bloomberg published a supposed production cut on iPhones– had been out since 10 AM on Bezinga, but Bloomberg published it right after the close. Not clear if it’s the usual FUD pre-earnings. “The company had expected to produce 90 million new iPhone models in the last three months of the year, but it’s now telling manufacturing partners that the total will be lower because Broadcom Inc. and Texas Instruments Inc. are struggling to deliver enough components, said the people, who asked not to be identified because the situation is private.” So unattributed quote…

    3
    October 12, 2021
    • David Emery said:
      The same Bloomburg whose story on compromised servers was denied by EVERYONE involved, cites their ‘unnamed sources familiar with the matter.’

      Now what could well happen is that delivery times for iPhone 13 remain high throughout the production cycle. But that’s a big difference from “slashed”… I would guess Apple keeps orders for iPhone 13 until it’s time to start iPhone 14 production.

      2
      October 12, 2021
  3. Dan Scropos said:
    You beat me to it, Kathy:

    Apple (NASDAQ:AAPL) shares dipped in after-hours trading Tuesday following a report that the company is slashing its iPhone 13 production targets for this year due to ongoing component shortages in the semiconductor market.
    According to Bloomberg, “people with knowledge of the matter” say that Apple will cut its iPhone 13 targets by as many as 10 million devices due issues affecting suppliers Broadcom (NASDAQ:AVGO) and Texas Instruments (NASDAQ:TXN). The two companies provide communications chips and technology for the iPhone, but like many in the chip sector this year, they have has had their own supply chains disrupted due to shortfalls of key semiconductor-making parts.

    1
    October 12, 2021
  4. Fred Stein said:
    So according Bloomberg’s unnamed sources, the cup is 90% full.

    Now, back the main event, on Monday. If true, we should see even higher Mac demand, which is already gaining market share and growing nicely.

    1
    October 12, 2021
  5. Gregg Thurman said:
    “people with knowledge of the matter”

    I’m amazed at many there that have knowledge Apple’s inner workings. Makes you wonder just how good Apple’s security apparatus is.

    Given that Apple hasn’t given meaningful guidance in over a year I find it doubly amazing that “people” have a basis for this kind of report, after all the 90 million production number is a WS ESTIMATE and not an Apple announced number.

    I’m more inclined to believe someone is looking for a better entry point than 10% back of all time high, and of course the media is ready to reprint any unconfirmed news, I mean rumors. The greedy bastards.

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    October 12, 2021
  6. Bart Yee said:
    Q4 (FY2022 Q1 for Apple) may be affected a little but for iPhones, I suspect purchase decisions will still be made but deliveries delayed, this may push some revenue back into FYQ2. Apple users have shown they will still purchase and have patience to wait if necessary.

    Yeah, they may cut production down from 90M to 80M units. Deliveries are pushed out to mid-November so they already have millions on order and in the production-delivery pipelines worldwide. If Apple sells all 80M, at an average sales price of $920, that’s $73.6 Billion in revenue, about 12% higher YOY. If Apple is able to secure or stabilize chip supply, upside from there is likely. Production and deliveries may be extended into January 2022 quarter so assuming demand remains, supply-demand balance may be component limited and pushed out beyond Q2.

    Meanwhile, FOMO may be working in Apple’s favor for Christmas and The Lunar New Year. I suspect Tim and Luca will be queried heavily about this for guidance on the earnings call and the usual caveats about supply chain checks will resurface. Luca’s comments about overall earnings growth will still easily be in double digits YOY for Q1.

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    October 12, 2021

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