Quote:
Originally Posted by nht
It strikes me that higher yields on the retina panels and lower component costs are more likely than Apple willing to take an unnecessary margin and ASP hit on their top laptop lines. There's no indication that they aren't selling as well as Apple might have hoped.
If we assume the iMac makes up 25% of the Mac sales, then it would have sold 1.3 million units last year in Q1. This year's Q1 Mac sales were 4.1m vs 5.2m and the iMac was not on sale for 6-8 weeks. If they'd maintained their 25% growth, they'd have sold 6.5 million Macs, which without half of the iMac sales should have been about 5.6m units. Even if there was no growth, the Mac sales are still lower.
Quote:
Originally Posted by nht
LOL...only lose a $1B.
In the worst case but that wouldn't happen and it's small relative to what they make. All their prices are a balance between profit and volume. They could be losing $1b profit at any point by not pricing $200 higher if you just look at the pricing and nothing else but if they price too high, they lessen their appeal to buyers. They have to find the best margin that gives them the highest overall return taking into consideration what people are willing to pay for.
Quote:
Originally Posted by nht
I do not believe that Apple MBP customers are that price sensitive. I would think that if they were willing to take a new $1B/qtr hit they would MOST likely do so on the iPad Mini instead of the MBP line.
The iPad Mini is in high demand and already competitively priced. Having a 13" dual-core laptop starting at $1699 wasn't all that competitive. Clearly MBP buyers are willing to pay more but $400-500 more is pushing it.
Quote:
Originally Posted by nht
While the entry level 15" COULD go with IGP (even today) that would simply drive up the minimum price for anyone wishing to have a dedicated GPU. That's probably unwise.
It depends on how fast the Haswell GPU is. It's likely to be on par with a 640M. This makes it 70% the speed of the 650M. If they get it to match the 650M as one demo showed, even better. It would be like getting the 2012 model with a Retina display for the same price.
Quote:
Originally Posted by hmm
According to my own memory and everymac, it was always $1799. That appears to be the base 15" spec.
There was a model next to the base one for $1999 but they've moved it to be a BTO option.