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Apple planning for new MacBook Airs in July, A6 processor in 2012, and 15M iPhone 5s

post #1 of 48
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Apple's component suppliers have begun taking the necessary steps to begin volume production of new MacBook Airs next month as rumors swirl over which firm will secure a deal to manufacture the company's next-generation mobile processor, dubbed the A6.

Thunderbolt MacBook Airs

Citing sources in Apple's upstream supply chain, DigiTimes reported Friday that component suppliers for the Mac maker will "will run in full gear" next month, preparing parts and components for the company's new generation of MacBook Airs due to launch this summer.

The report corroborates a July time-frame for the Thunderbolt-equipped notebooks first published by AppleInsider this month, citing its own sources. Those sources added that the new Airs have been cleared for production for some time, but that Apple management is unwilling to introduce any new Mac models to market until the company can image the computers with a finalized copy of Mac OS X Lion, similarly due next month.

Shipments of new MacBook Airs are expected to help push Apple's 2011 notebook production to a total of 15 million units, up from a previously estimated 13 million.

"Shipments of parts and components for MacBook lineups totaled an equivalent of 2.2-2.4 million MacBooks in June, and orders for July are likely to top 2.7-2.8 million units," DigiTimes wrote in its report, citing sources.

However, the same report somewhat dubiously suggests Apple will "take deliveries of over eight million MacBook Airs in the third quarter" of the year, which would represent a more than two-fold increase in quarterly notebook shipments for the Cupertino-based company before even its flagship MacBook Pro line was factored in.

Only twice has Apple surpassed the 4 million milestone for Macs shipped in a single calendar quarter, and in both cases by a small margin, making an estimate of eight million MacBook Airs in a single quarter seem far-fetched, and likely erroneous.



For its part, AppleInsider cited its own sources as saying Apple's initial production run of Thunderbolt MacBook Airs will come in around 400,000 units during their first month on the market, yielding an expected quarterly run rate of just north of 1 million units.

Apple's A6 processor

Meanwhile, a second report published by the Chinese-language Commercial Times on Friday offers the first hints towards a time-frame for Apple's third-generation mobile processor, dubbed the A6.

According to the report, Taiwan Semiconductor Manufacturing Company (TSMC) "stands a good chance of winning orders" for the A6, which is scheduled to turn up in Apple's 6th-generation iPhone and 3rd-generation iPad sometime in 2012.

Such a move would signal a loss for Samsung Electronics, which Apple has partnered with for the production of the A4, which found its way in the iPhone 4, and A5, which made its debut inside the second-generation iPad and is expected to turn up in the iPhone 5 later this fall.

First month iPhone 5 production

If DigiTimes' sources are accurate, Apple will split an initial production run of iPhone 5s this fall between Foxconn and Pegatron Technology, who will reportedly combine to manufacture a total of 15 million units ahead of launch and through the handset's first 4 weeks on the market.
post #2 of 48
Quote:
Such a move would signal a loss for Samsung Electronics, which Apple has partnered with for the production of the A4, which found its way in the iPhone 4, and A5, which made its debut inside the second-generation iPad and is expected to turn up in the iPhone 5 later this fall.

Stick it to Samsung! Though wish they went to Intel for fabrication.
Next, replace the Samsung-sourced memory and flash chips with chips from other suppliers. Samsung is evil.

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post #3 of 48
Quote:
Originally Posted by Aizmov View Post

Stick it to Samsung! Though wish they went to Intel for fabrication.
Next, replace the Samsung-sourced memory and flash chips with chips from other suppliers. Samsung is evil.

Evil? Really? Apple will continue to do business with Samsung for the foreseeable future. They're a good company that make good products.
post #4 of 48
Quote:
Originally Posted by Aizmov View Post

Stick it to Samsung! Though wish they went to Intel for fabrication.
Next, replace the Samsung-sourced memory and flash chips with chips from other suppliers. Samsung is evil.

Easier said than done.

In the mid- to long-term however, Apple needs to rid itself of "knock-off Nigel" parasitic vendor-manufacturers like Samsung.
post #5 of 48
Quote:
Originally Posted by AppleInsider View Post

According to the report, Taiwan Semiconductor Manufacturing Company (TSMC) "stands a good chance of winning orders" for the A6, which is scheduled to turn up in Apple's 6th-generation iPhone and 3rd-generation iPad sometime in 2012.

Calm down people, read the paragraph again slowly, perhaps breathe into a paper bag. It doesn't say that Apple have abandoned Samsung, just that they're diversifying their processor production. It's entirely possible that Samsung are hitting supply limits, or Apple want a bit of pricing leverage over them, either way - Samsung will remain a substantial supplier.
post #6 of 48
Bah. I hate that the Apple execs want to wait to flash the MBA's with Lion because they're not sure how quickly people will upgrade to Lion, even though it's free. So now with the Air's shipping with Lion, their Lion install base numbers will be guaranteed to be larger. Damn them for delaying the release. I know numbers appeal to stockholders, I just want my MBA now!
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post #7 of 48
Quote:
Originally Posted by cloudgazer View Post

Calm down people, read the paragraph again slowly, perhaps breathe into a paper bag. It doesn't say that Apple have abandoned Samsung, just that they're diversifying their processor production. It's entirely possible that Samsung are hitting supply limits, or Apple want a bit of pricing leverage over them, either way - Samsung will remain a substantial supplier.

I'm sure you're right. The processor is pretty much the only device in Apples mobile range that they don't have multiple supplier options for and they will have less price leverage as a result.

If you've got the volume, and you are a fabless chip company, you may as well use multiple suppliers.
post #8 of 48
Quote:
Originally Posted by aiolos View Post

Bah. I hate that the Apple execs want to wait to flash the MBA's with Lion because they're not sure how quickly people will upgrade to Lion, even though it's free. So now with the Air's shipping with Lion, their Lion install base numbers will be guaranteed to be larger. Damn them for delaying the release. I know numbers appeal to stockholders, I just want my MBA now!

Apple doesn't do things, at least directly, to appease shareholders. Most consumers are not aware that Lion is imminent, thus they would be pretty annoyed if they bought a computer then a month later had to upgrade the OS in order to benefit from iCloud, etc. Apple would rather just wait and sell a fully loaded, updated computer. If Apple listened to the cries of shareholders, they would have split their stock, paid a dividend, released Jobs' health records, etc, etc.
post #9 of 48
Quote:
Originally Posted by aiolos View Post

Bah. I hate that the Apple execs want to wait to flash the MBA's with Lion because they're not sure how quickly people will upgrade to Lion, even though it's free. So now with the Air's shipping with Lion, their Lion install base numbers will be guaranteed to be larger. Damn them for delaying the release. I know numbers appeal to stockholders, I just want my MBA now!

Wow, really?
post #10 of 48
Quote:
Originally Posted by aiolos View Post

Bah. I hate that the Apple execs want to wait to flash the MBA's with Lion because they're not sure how quickly people will upgrade to Lion, even though it's free. So now with the Air's shipping with Lion, their Lion install base numbers will be guaranteed to be larger. Damn them for delaying the release. I know numbers appeal to stockholders, I just want my MBA now!

So go get one. They're selling them right now.
post #11 of 48
In other news

iOS 6 in 18-24 months. Will be better than Android/WebOS/Windows
OS X 10.8 to be released in 18-24 months. Code name to be confirmed but initial sources say Big Cat
iPhone 6 on track for 2012 Q3/Q4. Will be faster, thinner, lighter and of course much cooler
Next years iMac/Macbook/Mac Pro refreshes to be faster than current models
post #12 of 48
I can't wait to see how an A6 Air stacks up against a sandy-bridge Air.

2012 will be an insane year.
post #13 of 48
Quote:
Originally Posted by vgermax View Post

OS X 10.8 to be released in 18-24 months. Code name to be confirmed but initial sources say Big Cat

Everyone knows me as a pessimist about Apple stuff. Just throwing that out there.

I don't think that the quoted sentences can even be said to be confirmed anymore. 10.8 existing at all is debatable.

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
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Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
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post #14 of 48
Quote:
Originally Posted by OllieWallieWhiskers View Post

I can't wait to see how an A6 Air stacks up against a sandy-bridge Air.

2012 will be an insane year.

That actually isn't a mystery. The next revision of the ARM core is expected to perform at about the level of an Intel Core Duo processor. So in terms of stacking up against a Sandy Bridge, it doesn't. The two are in completely different ballparks.
post #15 of 48
Quote:
Originally Posted by Tallest Skil View Post

Everyone knows me as a pessimist about Apple stuff. Just throwing that out there.

I don't think that the quoted sentences can even be said to be confirmed anymore. 10.8 existing at all is debatable.

Given my (obviously) limited participation on the forum here, I'm not really sure how to take that comment.
post #16 of 48
Quote:
Originally Posted by Curmudgeon View Post

Apple will continue to do business with Samsung for the foreseeable future. They're a good company that make good products.

I agree with the first sentence, but not the second. Corporations are like wild animals, they are neither good nor bad. They have no conscience or morality in the same sense individual humans do. Like animals they operate primarily out of self-interest. If you feed them they take it, if you don't they may eat you.
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post #17 of 48
Quote:
Originally Posted by vgermax View Post

Given my (obviously) limited participation on the forum here, I'm not really sure how to take that comment.

With a grain of salt, as you should be taking EVERY comment about future Apple products.

I take the pessimistic view so that I'm never disappointed when (read: since) Apple doesn't live up to rumors' expectations. If enough people read my posts and believe the same, they'll also not be disappointed (read: they won't whine endlessly about it once the actual product comes out).

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
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post #18 of 48
Quote:
Originally Posted by vgermax View Post

That actually isn't a mystery. The next revision of the ARM core is expected to perform at about the level of an Intel Core Duo processor. So in terms of stacking up against a Sandy Bridge, it doesn't. The two are in completely different ballparks.

Thanks for your speculation, but I can't wait to see how an A6 Air really stacks up against a sandy-bridge Air.
post #19 of 48
Quote:
Originally Posted by OllieWallieWhiskers View Post

Thanks for your speculation, but I can't wait to see how an A6 Air really stacks up against a sandy-bridge Air.

Why do you believe there will ever be a product under the Mac family name running an ARM processor?

Put another way, Apple putting iOS in a laptop form factor is as likely as Apple porting full OS X to ARM. Not happening.

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
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post #20 of 48
I'm surprised no one has mentioned 15 million iPhone 5 in one month.

If that happens... holy hell...
post #21 of 48
Quote:
Originally Posted by Aizmov View Post

Stick it to Samsung! Though wish they went to Intel for fabrication.
Next, replace the Samsung-sourced memory and flash chips with chips from other suppliers. Samsung is evil.

They already have.
Just opened up my new 27" iMaC last night to swap out the 4GB RAM for a 8GB upgrade.
The factory installed RAM chips I took out were "Elpida" brand.
There you go.
post #22 of 48
Quote:
Originally Posted by OllieWallieWhiskers View Post

Thanks for your speculation, but I can't wait to see how an A6 Air really stacks up against a sandy-bridge Air.

I don't know you, and I was merely trying to inform your comment. I'm new, so I'll leave further response to your tone aside.

The Reality
http://www.realworldtech.com/page.cf...WT050911220752
http://arstechnica.com/apple/news/20...y-would-it.ars

The projected performance of the ARM A15 core, which is the next revision that the A6 would be based upon, has been defined by ARM. Any licensee specific variations/modifications would result in nominal differences in the performance. The Apple branded SOCs do not use custom cores, the cores are based upon ARM designs. The Apple A4 is based upon the ARM A8 core, and the A5 is based upon the ARM A9.

Intel's problem competing isn't with respect to performance, it's with respect to power consumption. A comparably performing Atom uses more power than a comparable ARM-based chip.

So the original comment stands. A Sandy Bridge (or Nehalem or Bonnell or Penryn) are in a different league performance wise from the A4, A5 or A6. Realistically ARM would project to Sandy Bridge level performance in 5-7 years.
post #23 of 48
A4 in 2010, A5 in 2011, A6 in 2012 ...

Hmmm, I wonder what will come after that, and what year.
post #24 of 48
Quote:
Originally Posted by isaidso View Post

They already have.
Just opened up my new 27" iMaC last night to swap out the 4GB RAM for a 8GB upgrade.
The factory installed RAM chips I took out were "Elpida" brand.
There you go.

I suspect if you opened another iMac it would have Samsung memory in it. They'll be buying DRAM from all the big DRAM manufacturers. They are pretty much plug and play.
post #25 of 48
I wonder if the A6 will be the same CPU/GPU combination as will power the Vita. If so, that should bring near X360 level visuals to the iPad 3 and iPhone 6.

(for reference the A5 is the same SOC as the Vita, but with half the number of cores)
post #26 of 48
Quote:
Originally Posted by cloudgazer View Post

Calm down people, read the paragraph again slowly, perhaps breathe into a paper bag. It doesn't say that Apple have abandoned Samsung, just that they're diversifying their processor production. It's entirely possible that Samsung are hitting supply limits, or Apple want a bit of pricing leverage over them, either way - Samsung will remain a substantial supplier.

I agreed but it's time to get rid of ungrateful supplier.... Samsung is evil...
post #27 of 48
Quote:
Originally Posted by Robin Huber View Post

I agree with the first sentence, but not the second. Corporations are like wild animals, they are neither good nor bad. They have no conscience or morality in the same sense individual humans do. Like animals they operate primarily out of self-interest. If you feed them they take it, if you don't they may eat you.

that's right... it is a pitbull... shoot it...

You don't see FoxConn stealing apple's design and spin off copycat products.
post #28 of 48
Most MacBook Air sold are of the 11.6-inch model. Why having less battery and power? Because in this kind of computer people want mobility. That is why a 7-inch (or so) MacBook Air will outsell any other MacBook.
post #29 of 48
Quote:
Originally Posted by zunx View Post

Most MacBook Air sold are of the 11.6-inch model. Why having less battery and power? Because in this kind of computer people want mobility. That is why a 7-inch (or so) MacBook Air will outsell any other MacBook.

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post #30 of 48
Quote:
Originally Posted by Michael Scrip View Post

I'm surprised no one has mentioned 15 million iPhone 5 in one month.

If that happens... holy hell...

For the intro month only, though. It'll probably settle down to a smaller number on an ongoing basis, I am sure.

Still, HUGE. (Does anyone recall offhand how many iPhone 4s were sold in the first month? I vaguely recall a number in the mid-single digits).
post #31 of 48
Quote:
Originally Posted by zunx View Post

Most MacBook Air sold are of the 11.6-inch model. Why having less battery and power? Because in this kind of computer people want mobility. That is why a 7-inch (or so) MacBook Air will outsell any other MacBook.

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply
post #32 of 48
Quote:
Originally Posted by zunx View Post

Most MacBook Air sold are of the 11.6-inch model. Why having less battery and power? Because in this kind of computer people want mobility. That is why a 7-inch (or so) MacBook Air will outsell any other MacBook.

Perhaps Santa Claus will bring you one.
post #33 of 48
Quote:
However, the same report somewhat dubiously suggests Apple will "take deliveries of over eight million MacBook Airs in the third quarter" of the year, which would represent a more than two-fold increase in quarterly notebook shipments for the Cupertino-based company before even its flagship MacBook Pro line was factored in.

I don't see how Apple can sell 8 million MBAs in a quarter unless a low end (possibly i5 based) MacBook Air is coming at a much lower price point (e.g. $599)
post #34 of 48
Quote:
Originally Posted by quinney View Post

Last edited by quinney; Today at 04:26 PM.. Reason: if you're good



A 7-inch MacBook Air is the perfect mobile compliment to the xMac, you know.

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply
post #35 of 48
Quote:
Originally Posted by vgermax View Post

In other news

iOS 6 in 18-24 months. Will be better than Android/WebOS/Windows
OS X 10.8 to be released in 18-24 months. Code name to be confirmed but initial sources say Big Cat
iPhone 6 on track for 2012 Q3/Q4. Will be faster, thinner, lighter and of course much cooler
Next years iMac/Macbook/Mac Pro refreshes to be faster than current models

Big Cat? Well, if that's true, that answers my question about Apple transitioning to OS "11". I was wondering, since there are only 7 big cats and whether the next release would be "Liger" lol.
post #36 of 48
Quote:
Originally Posted by AppleStud View Post

Apple doesn't do things, at least directly, to appease shareholders. Most consumers are not aware that Lion is imminent, thus they would be pretty annoyed if they bought a computer then a month later had to upgrade the OS in order to benefit from iCloud, etc. Apple would rather just wait and sell a fully loaded, updated computer. If Apple listened to the cries of shareholders, they would have split their stock, paid a dividend, released Jobs' health records, etc, etc.

That's true. I try to do a reinstall every so often, but I understand that's not the norm. Though the upgrade option would allow most people to upgrade without having to reinstall programs or re-transfer data, Apple's all about how easy using Macs are, so it makes sense they want to avoid making their customers do that.

However, I do think they want to inflate the install base number for Lion as much as possible to justify to shareholders how the lower OS price has resulted in a very fast adoption rate, even if good percentage is actually coming from new Macs.

Quote:
Originally Posted by m3digi View Post

Wow, really?

Yes really. I think it's stupid, but I understand Apple's view.

Quote:
Originally Posted by BigBillyGoatGruff View Post

So go get one. They're selling them right now.

Thanks for that great response! I was obviously just venting my frustration about waiting, which numerous other people have done in these forums. I'm totally going to go walk into the Apple store now and buy one now when I've been waiting months for them. I will wait, I'm just frustrated.
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post #37 of 48
Quote:
Originally Posted by zunx View Post

Most MacBook Air sold are of the 11.6-inch model. Why having less battery and power? Because in this kind of computer people want mobility. That is why a 7-inch (or so) MacBook Air will outsell any other MacBook.

7" is too small even for a tablet
post #38 of 48
Quote:
Originally Posted by One Fine Line View Post

Big Cat? Well, if that's true, that answers my question about Apple transitioning to OS "11". I was wondering, since there are only 7 big cats and whether the next release would be "Liger" lol.

Um... I was being facetious with the entire post. Just in case the obviousness of my predictions wasn't so obvious.
post #39 of 48
Quote:
Originally Posted by zunx View Post

Most MacBook Air sold are of the 11.6-inch model. Why having less battery and power? Because in this kind of computer people want mobility. That is why a 7-inch (or so) MacBook Air will outsell any other MacBook.

So if Apple releases a 4" MacBook Air, it will sell even more.

And if they sell a 2" MacBook Air, all the computer factories in the world wouldn't be able to keep up with demand.

Quote:
Originally Posted by One Fine Line View Post

Big Cat? Well, if that's true, that answers my question about Apple transitioning to OS "11". I was wondering, since there are only 7 big cats and whether the next release would be "Liger" lol.

That's not at all true. I happen to have it from a reliable source that Apple will follow the Leopard / Snow Leopard scheme. Lion will be followed by Nittany Lion.
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post #40 of 48
Quote:
Originally Posted by vgermax View Post

I don't know you, and I was merely trying to inform your comment. I'm new, so I'll leave further response to your tone aside.

The Reality
http://www.realworldtech.com/page.cf...WT050911220752
http://arstechnica.com/apple/news/20...y-would-it.ars

The projected performance of the ARM A15 core, which is the next revision that the A6 would be based upon, has been defined by ARM.

it is a stretch to say A6 will be based on ARMs A15 core. Apple could just as easily shrink the current design and add a couple of more cores. At 28nm they could go to four cores, up the clock rate and still be ahead on power.

Beyond that A15 IS NOT 64 BIT. Apple will need the 64 bit address space sooner than many think.
Quote:
Any licensee specific variations/modifications would result in nominal differences in the performance. The Apple branded SOCs do not use custom cores, the cores are based upon ARM designs. The Apple A4 is based upon the ARM A8 core, and the A5 is based upon the ARM A9.

There is some debate going on about this.
Quote:
Intel's problem competing isn't with respect to performance, it's with respect to power consumption. A comparably performing Atom uses more power than a comparable ARM-based chip.

So the original comment stands. A Sandy Bridge (or Nehalem or Bonnell or Penryn) are in a different league performance wise from the A4, A5 or A6. Realistically ARM would project to Sandy Bridge level performance in 5-7 years.
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