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Chronicles

The story behind the story

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Sources: Apple is testing two new high-end Macs, one with M2 Max and the other with an unannounced M2 Ultra, offering 60 graphics cores and up to 192GB of RAM

Apple Inc. is testing a pair of new high-end Macs and their accompanying processors ahead of its Worldwide Developers Conference next week …

Bloomberg Mark Gurman

Context & Ripple Effects

This report capped a longer stream of evidence that Apple was extending its in-house M2 silicon across laptops, desktops and professional machines, including testing M2 chips across nine Mac models and a reported Mac Pro configuration with 24 CPU cores and 192GB of memory.

The reported specifications were subsequently reflected in Apple’s M2 Ultra announcement, turning a pre-launch test signal into a clearer picture of how Apple would tier performance and memory capacity at the top of the Mac range.

First-order effects

  • Apple gains a higher-end M2 tier for Macs whose workloads benefit from substantially more graphics resources and unified memory than the M2 Max tier.
  • The testing points to a more explicit split between premium portable/pro desktops and the most demanding desktop configurations, rather than a single top-end chip serving both.

Second-order effects

  • Professional Mac buyers can compare Apple’s highest-end configuration more directly with workstation alternatives on graphics capability and memory headroom, increasing pressure on rivals to defend those use cases.
  • Apple’s software and developer ecosystem has greater incentive to optimize demanding creative and technical workloads for the M2 Ultra tier, since hardware differentiation depends on applications exploiting it.

Third-order effects

  • The move reinforces Apple’s vertical-integration strategy: custom silicon becomes not just a replacement for outside processors, but the mechanism for segmenting the Mac portfolio by performance, graphics and memory capacity.
  • If successive chip generations continue this pattern—as indicated by later M3 Max testing—the competitive focus in professional PCs shifts further toward integrated hardware-software platforms rather than interchangeable processor upgrades.

The trend: Apple is using increasingly segmented in-house silicon to push its Mac lineup further into workstation-class performance and memory configurations.

Discussion

  • @markgurman Mark Gurman on x
    I'm expecting three major focus areas next week: 1) several new Macs, 2) the mixed-reality headset, 3) the new OSs. With all of the new hardware and software, I expect the keynote to be one of Apple's longest ever and easily exceed two hours.
  • @markgurman Mark Gurman on x
    NEW: Apple is testing two new Mac desktops, dubbed Mac 14,13 and Mac 14,14, with M2 Ultra and M2 Max chips. This comes ahead of WWDC where Macs will be featured and a plan to start accepting Mac Studio trade-ins on Monday. Full story coming soon. https://www.bloomberg.com/...
  • @vadimyuryev Vadim Yuryev on x
    Oh snap! M2 Ultra Mac Studio is coming?! Does this mean that Apple is delaying the Mac Pro until the M3 Ultra? https://twitter.com/...
  • @mehnitesh2 Nitesh on x
    @waynema @theinformation As thin as an iPhone would be way sleeker than anything in the current market. No wonder the battery is external. Might prove to be a great tradeoff.
  • @gruber John Gruber on x
    @ParkerOrtolani If they're that similar it doesn't make sense to make both. Either the Mac Studio is the highest-end Mac, or the Mac Pro clearly outclasses the Mac Studio. One or the other, I say.
  • @parkerortolani Parker Ortolani on x
    If they are planning a Mac Studio update next week, I wonder if that puts a nail in the coffin for seeing anything related to the Mac Pro? Similar audiences for the two and don't want to muddy the story. https://twitter.com/...