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Chronicles

The story behind the story

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Sources: Apple is preparing new Apple Silicon-powered MacBook Pros, iMacs, and Mac Pros for as early as spring 2021; full Mac transition will finish in 2022

- Company tests faster performing processors than Intel's best  — Major graphics boost in the works for upcoming desktop Macs

Bloomberg

Context & Ripple Effects

Six months after Apple used WWDC to commit to replacing Intel chips with its own Arm-based processors, Bloomberg sources now put dates on that promise: new Apple Silicon MacBook Pros, iMacs, and Mac Pros as early as spring 2021, with the full Mac transition done in 2022.

The substance behind the schedule is performance — Apple is reportedly testing processors that beat Intel's best, plus a major graphics push for desktop Macs. That matters because the high-end machines named here are exactly the pro segment where Intel compatibility was considered hardest to give up.

First-order effects

  • Intel loses its last flagship Mac sockets on a published clock: once the MacBook Pro, iMac, and Mac Pro move, no Mac line ships Intel silicon, and the 2022 deadline makes those designs final now.
  • Pro buyers face a hard platform decision inside roughly two years — Rosetta-era workarounds end when the transition completes, so software stacks must be native by then.

Second-order effects

  • The roadmap keeps expanding rather than shrinking: by May 2021 sources had Apple planning new MacBook Pros, Airs, Mac Pros, Mac minis, and larger iMacs with faster CPUs and new IO, showing the in-house chip program feeding more models per cycle than Intel-era refreshes did.
  • Intel's client business loses a marquee design win it can't win back through pricing alone, since Apple's stated reason is testing ahead of Intel's best parts — competitive pressure shifts to whoever else buys x86 for thin-and-light and pro laptops.

Third-order effects

The trend: Personal computing's largest vertical integrator is completing its move from merchant CPUs to in-house silicon, converting chip roadmaps from supplier negotiations into product-cycle decisions.

Discussion

  • @tomwarren Tom Warren on x
    Apple is reportedly working on a 32-core ARM-based Mac chip that will compete with high-end Intel PCs. Will be interesting to see how this compares to AMD's Threadripper, and I imagine it won't be cheap https://www.bloomberg.com/...
  • @mkbhd Marques Brownlee on x
    I told y'all to stay patient! M1X or whatever it's called is shaping up to be SWEET. https://twitter.com/...
  • @_harshilshah Harshil Shah on x
    “For its next generation chip targeting MacBook Pro and iMac models, Apple is working on designs with as many as 16 power cores and four efficiency cores, the people said.” Good god. Here I was thinking just 8 would be wild. https://www.bloomberg.com/...