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Can you explain your unit economic analysis? They have made a Mac Pro desktop for several decades. I am trying to follow your reasoning for Apple to sunset tha

by xbar 5y ago

Can you explain your unit economic analysis? They have made a Mac Pro desktop for several decades. I am trying to follow your reasoning for Apple to sunset that category of workstation as a result of transitioning to Apple silicon, but it is not working out for me. My logic leads to a cheaper-to-produce-than-Macbook workstation in an updated Mac Pro chassis with best-binned M1X Max parts in the Spring followed by its first chiplet-based Apple silicon workstation using the same chassis in the Fall, followed by an annual iteration on Apple silicon across its product line, on about the same cadence as A/A-x iOS devices. Part of my reasoning is based on the assumption that Mac Pro sales generate more Pro XDR sales displays at a higher rate than Macbook Pro sales. I think the total profit baked into an Apple silicon Mac Pro + Pro XDR is big and fills a niche not filled by any thing else in the market. Why leave it unfilled?

yazaddaruvala 5y ago
> in an updated Mac Pro chassis with best-binned M1X Max parts Yeah this seems realistic to me. Specifically, I meant that there will be no D1 (desktop-class chip) to complement the A14/A15 (mobile-class chips) and M1/Pro/Max (laptop-class chips). I agree that taking M1 Max, or future laptop-class chips (e.g. M2 Max) and adding better cooling and perhaps a chiplet would be most likely. That said, Apple's R&D is always for some grand future product vertical, not to make some more money over the next few quarters. e.g. Neural Engine and Security Enclave R&D leads 1. to on-device Siri + Face Id to accommodate a marketing change to focus on Privacy; 2. moves towards a password-less future. Even R&D for chiplets, may not make sense for them other than for Apple Cars. "Can you explain your unit economic analysis?" during a chip shortage, why sell 1 Mac Pro with a 10+ year "lifespan" when Apple could sell 5 iDevices with a 5+ year "lifespan" instead? e.g. had Apple known better that they would need to reduce iPhone production targets because of chips, its likely they would have delayed the M1 Pro/Max production/launch.

by xbar 5y ago

yazaddaruvala 5y ago

> in an updated Mac Pro chassis with best-binned M1X Max parts Yeah this seems realistic to me. Specifically, I meant that there will be no D1 (desktop-class chip) to complement the A14/A15 (mobile-class chips) and M1/Pro/Max (laptop-class chips). I agree that taking M1 Max, or future laptop-class chips (e.g. M2 Max) and adding better cooling and perhaps a chiplet would be most likely. That said, Apple's R&D is always for some grand future product vertical, not to make some more money over the next few quarters. e.g. Neural Engine and Security Enclave R&D leads 1. to on-device Siri + Face Id to accommodate a marketing change to focus on Privacy; 2. moves towards a password-less future. Even R&D for chiplets, may not make sense for them other than for Apple Cars. "Can you explain your unit economic analysis?" during a chip shortage, why sell 1 Mac Pro with a 10+ year "lifespan" when Apple could sell 5 iDevices with a 5+ year "lifespan" instead? e.g. had Apple known better that they would need to reduce iPhone production targets because of chips, its likely they would have delayed the M1 Pro/Max production/launch.