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Chronicles

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Can Apple save WiMax?

Our sources tell us that Apple may include WiMax, the high-speed, long-range wireless broadband technology, in an ultraportable 13" notebook computer, and possibly across the entire MacBook Pro line.  Just part of the rumor mill flying in preparation …

Valleywag Jordan Golson

Context & Ripple Effects

The rumor lands at the peak of a two-year buildup: talk of an ultrathin MacBook Pro has circulated since December 2006, the December 2007 rumor roundup settled on an 11- to 13-inch screen for a Macworld reveal, and spyshots of a possible tablet have already gone up alongside the Moscone banners. What is new in this report is not the machine but the radio — sources claim Apple may put WiMax into the ultraportable and possibly across the MacBook Pro line.

That matters because the standard's PC momentum so far rests on Intel's roadmap, with laptop vendors slated to ship Centrino silicon with WiMax through 2008. Valleywag's framing — can Apple save WiMax? — treats Apple as the missing demand-side anchor, on the logic that a company whose iPhone launch reshaped the wireless industry within months could do for WiMax what vendor roadmaps alone have not.

First-order effects

  • If the rumor holds, Apple would become the first mainstream consumer laptop maker shipping WiMax, giving Intel's Centrino-with-WiMax push a flagship device instead of spec-sheet promises from commodity PC vendors.
  • Macworld attendees and buyers of the rumored 13-inch ultraportable would face a new connectivity choice at purchase time, with Apple's endorsement doing more for WiMax awareness than any operator marketing to date.

Second-order effects

  • PC vendors already committed to Centrino WiMax machines in 2008 gain cover for their own launches if Apple ships first — or face pressure to match a feature they had treated as optional.
  • WiMax network operators, still building out coverage, would suddenly have a credible consumer anchor device; conversely, if Apple passes on WiMax, operators lose the single most persuasive proof point that the standard belongs in mainstream hardware rather than modems and dongles.

Third-order effects

  • The episode fits a structural pattern in mobile computing: which radio standards reach mass adoption increasingly hinges on a single vendor's inclusion decisions, making Apple's bill-of-materials choices a de facto gatekeeper for wireless technologies.
  • If WiMax misses the cut, the standard's path narrows to competing against upgraded cellular data in laptops — a contest where the incumbent carrier relationships that Apple itself just rewired with the iPhone would set the terms.

The trend: Wireless broadband standards now live or die by whether Apple includes the radio in its devices, turning one company's component sourcing into de facto industry standard-setting.