What you need to know
- Supply chain analyst Ming-Chi Kuo is out with a new investor note.
- The analyst believes that the components for Apple's custom chips will cost more than Intel.
- It is unclear if this cost will be passed on to its customers.
Supply chain analyst Ming-Chi Kuo is out with a new investor note the morning after Apple's WWDC keynote, and the analyst has some predictions about the company's shift from Intel to its own custom Apple Silicon.
Reported by AppleInsider, Kuo believes that Apple's transition from Intel to its own Apple Silicon will bring with it a price increase per unit for the company.
It is unclear if this price increase will be absorbed by Apple, or if it will shift the cost to consumers in the form of a price bump for Apple Silicon-based Macs.
Kuo also stated that it is seeing better than expected demand for Apple's MacBooks due to the release of the new MacBook Air and the fact that many workers are still working from home.
The analyst also mentioned that Apple's new Magic Keyboard for the iPad Pro is beating expectations as well, causing the firm to increase its predicted shipments by 10-20%.
Apple is expected to ship its first Apple Silicon Mac by the end of the year, so we will all find out soon enough if this components cost increase impacts the price of the Mac for consumers.
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Joe Wituschek is a Contributor at iMore. With over ten years in the technology industry, one of them being at Apple, Joe now covers the company for the website. In addition to covering breaking news, Joe also writes editorials and reviews for a range of products. He fell in love with Apple products when he got an iPod nano for Christmas almost twenty years ago. Despite being considered a "heavy" user, he has always preferred the consumer-focused products like the MacBook Air, iPad mini, and iPhone 13 mini. He will fight to the death to keep a mini iPhone in the lineup. In his free time, Joe enjoys video games, movies, photography, running, and basically everything outdoors.