I have to assume that whatever else they do they have to make sure they're ready for back-to-school orders. The fact that almost all the desktops are sold out suggests to me they're trying to have at least something M5 desktop-related during the summer, but note they're significantly backordered even on higher memory laptops at this point with the 128GB CTO models now backed up about three weeks or more and not a silver in stock anywhere. I would be astonished if M6 devices show up before next spring, especially the Pro or Max ones. And, if the AI agent pivot is primarily responsible for the shortage of minis rather than simply equally responsible with EOLing the M4, and their yield of M5 chips is anywhere short of ideal, then yes, they'll miss back-to-school on M5 minis.
They're also going to need to pivot the Neo to the next generation of iPhone processor and bump the price a bit accordingly; I think they're running out of those faster than they'd expected and as it's a binned chip the supply is somewhat finite.
So I think this back-to-school cycle will be laptops.
They're also going to need to pivot the Neo to the next generation of iPhone processor and bump the price a bit accordingly; I think they're running out of those faster than they'd expected and as it's a binned chip the supply is somewhat finite.
So I think this back-to-school cycle will be laptops.