By abandoning Intel chips on Mac in favor of processors ARM, Apple apparently faces a new cost challenge. In any case, this is what is suggested a new signed report Ming-Chi Kuo.
It’s no secret that Apple will now use ARM chips on Macs. Having been announced at WWDC 2020, which recently took place in the United States, this news was quickly relayed by the experts. Ming-Chi Kuo is among those who did not wait long to react to it.
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The famous analyst who officiates within the cabinet TF International Securities has thus published a first report devoted to this passage from the Apple towards the ARM architecture which, in case you do not know it yet, will in the long term and within two years its Apple Silicon processor computers.
According to the document, this choice could have an impact on Mac prices.
A change that will visibly cost the company dearly
According to Kuo, the switch to ARM will generate additional costs because of “design changes”. In this regard, the analyst seems to evoke both the costs borne by the Cupertino company itself and by the suppliers.
While the impact of this increased spending on consumers is still unknown, Apple has two options.
The manufacturer can choose to make us bear the increases by increasing the price of Macs or be content with the economy of scale achieved thanks to the considerable quantity of Apple Silicon processors ordered from suppliers. Kuo estimates that purchases will increase in the coming months due to the Covid-19 pandemic which forces the vast majority of the world‘s population to work from home.
Read also : A 24-inch iMac on ARM in late 2020?
An increase around 15%
Concretely, Ming-Chi Kuo thinks that MacBook deliveries should increase by 15% in the second half of the current year, bringing the annual sales volume to around 16 million units.
“Our latest survey indicates that demand for Magic Keyboard is expected to increase by 10-20% due to better than expected demand”, he also stressed.
It is interesting to note that contrary to the analyst’s forecasts which claimed a transition to ARM of all Macs in 12 to 18 months, Apple decided to adopt a much slower transition strategy. According to Tim Cook, this will take approximately two years.
Read also : Apple formalizes the passage of Macs under ARM