Apple has invested a lot of marketing into Retina resolutions for Macs and this by extension includes the iMac.
A 24" Retina display would be 4480x2520 and since those don't exist, they would need to be custom-manufactured for Apple (just as the current 4096x2304 21.5" panel is). The 21.5" has been in production for a decade, so the yields are probably quite high and the unit cost therefore relatively low (though not as low as consumer 4K panels manufactured at vastly higher rates). A custom 24" panel will be expensive due to the low run-rate (and probably low yields at first) and you know Apple would not eat that cost.
I could see Apple easily charging $1999 for a 24" 4.5K iMac with a 6-core i5, 8GB, 1 TB Fusion Drive and a lower-end dGPU that is $1499 in 21.5" 4K form.
And that would mean the 27" would have to go 32" and that means a custom panel with the XDR's 6K resolution, but losing most of it's features, including HDR, 1000 nit brightness, 10-bit color and such to get the price down. But again, a large custom panel with low run rates and yields is going to be expensive and even a $500 surcharge (as on the 24.5") might not be enough. The howling of a 32" iMac starting at $2499 to $2999 would be deafening.
As such, I just don't see Apple moving away from 21.5" 4K and 27" 5K. I also expect miniLED backlighting will be exclusive to the iMac Pro for 2020 because the higher margins can help absorb it and once the yields get better allowing higher run-rates, they can migrate it down to the 27" model in 2021 or 2022.
Actually, my 24" Retina display calculation was for a 4.6K display 4608x2592 to keep the dot pitch the same. Apple generally tend to set a price and amortise the cost of the unit over more than one generation of a product (ie, a lifetime of 4 refreshes at the same price for example). Remember when people were basically saying that the 5k 27" iMac cost about as much to buy as Dell were trying to sell their 27" 5k monitor for? In effect people at the time were say it was like getting a free Mac with your display and there was much gashing of teeth that Target Display mode couldn't be achieved with the Retina 5k iMac (because of the custom timing controller more than Apple trying to be difficult I'd wager)
The important point here is keeping the dot pitch the same so people could extend displays with other traditional 27" monitors if they wished.
The second important point is that Apple want to move on towards incorporating the T2 CPU into the rest of the Mac range. The T2 spells the end of hard drives (including fusion drives), sata ports, and has already meant that we'll never see standard NVME ports because of the secure boot feature that Apple want to fit to all Macs. This will also coincidentally be the effective end of Hackintosh within 5 years* of Apple going all T2 so you can see why Apple might want to have T2 across the board.
* 5 years is long enough for these models to become vintage and therefore lose official support for macOS by Apple's standards - at that point macOS 10.21 or 10.22 could require a T1 CPU as used in the MacBook Pro 2016.
Only the iMac remains to be done but Apple will know full well that doing so means a noticeable increase in costs - look at the Mac mini 2018 vs the older 2014 model. Apple usually prefer to keep the prices the same but recognised that they couldn't when they were adding in the T2 and going all SSD which is a mandatory requirement for fitting the T2. You could say they compensated by bumping the CPU to a BGA 65w Coffee Lake model - the same that would go into the iMac 6 months later!
MiniLED backlight could be the technology that keeps the iMac Pro price the same if they were planning on putting that in. It wouldn't stop them from putting out an SKU without it though. A Q4 launch for the MiniLED iMac Pro could mean it gets RNDA2 GPUs.
The hole is saw is very obvious. a non-Pro iMac 27".
The posted I quoted had 24" as the largest non-Pro iMac. I don't need Pro power, but I need a lot of screen space (to the extent I use a second 27" screen alongside my 27" iMac and considering a third screen). I think I am far from the only person in that situation. Those buying a 27" iMac and thinking they need smaller are even less.
There is currently a non-Pro 27" iMac. Why would Apple get rid of that?
I detect a bout of self-interest there!
but I'll play along.
TLDR for people bored of reading my stuff: If Apple want to add T2 to iMac 27" they have to get rid of HDD storage options and this will raise the price of it by hundreds of dollars. Apple have been showing us the future of the 27" iMac for the last few years with iMac Pro.
Firstly, I'll point out that we're now at the stage where 21" monitors are seen as a budget size. Most people have moved on to the 23-24" size screens and that's where 4k panels (at a lower PPI than Apple's definition of Retina) start to be sold. In the Apple ecosystem anyone who finds 21.5" too small either gets a Mac mini and monitor or bites the bullet and buys a 27" iMac.
So in my opinion it's not a case of 27" users being 'forced' to downgrade. It's an upsell for the 21.5" crowd because their Mac is about to get a lot more expensive in percentage terms.
If you don't need 'Pro power', what spec is your 27" iMac please? Is it a Coffee Lake model? Is it i5? i7? Have you upgraded it to SSD or did you need the Fusion Drive for extra storage? If you have $2k to spend on additional monitors I'm expecting that you didn't buy any iMac 27" off the shelf.
If you can afford 2 more LG 27" Retina 5k displays - much less the desk space - to sit next to your 27" 5k iMac I'd consider you to be an edge case. Those LG monitors are still around $1k new (I checked Amazon).
Mind you, only the iMac Pro could accommodate
two external 5k displays at full 5k resolution. The 2019 Mac Pro can have 6 of them while the iMac 2019 5k can take just one extra 5k display (or 2 4k displays). The GPU needs extra cooling to be running all those extra pixels.
So you're probably adding non retina 1440p or 4k 27" displays to your iMac and obviously depending on the technology (TN panels are cheap) they are much more affordable. I'll bet that you're buying the 5k for the screen and not upgrading the Fusion Drive to full SSD, am not bothered about i7 or i9, and probably upgrade your own RAM. In any case I contend that you're still an edge case wanting to use 3 screens and not upgrading an iMac any further than stock.
You could run 1440p monitors off a Mac mini, if you really wanted screen real estate, or buy a refurb iMac off the refurb store or a third party retailer if you need big screen 27" on a budget.
I did sketch out on Apple could lower the starting SKU for iMac Pro to pick up pro customers but I guess I'll have to be more explicit:
a. Intel have cut prices for W22xx CPUs thanks to pressure from AMD with Ryzen and Threadripper -
MSRPs are down by up to 50%.
b. Intel usually make massive profit with their Xeons but have been scrambling to compete with AMD with the only weapon they have - price cuts - and Apple will be all too happy to
leverage AMD in cost meetings with Intel.
c. Apple's spending power on NAND evidenced in the last 6 months with doubling of storage of iPhone, MacBook Pro 16, MacBook Air 2020, iPad Pro entry models for no extra cost.
d. Apple is a major customer not just for the cash they hand over for various Xeons but for the halo effect they bring to Intel. The marketing department at Intel would have a coronary if Apple moved any of their lines to AMD CPUs. This brings added pressure to the table when negotiating deals for new CPUs. You can assume that Intel have made peace with Apple making an iBook (ARM powered 12" laptop) though - that's a story for a different thread.
So what's the upshot here? Well, you have discount from Intel for every Xeon part, cheaper NAND from Apple as evidenced in doubling of storage in iPhones and now Mac minis, and the possibility to lower the base spec of the iMac Pro to hoover up high end iMac users.
Here's my chain of thought.
1. If Apple didn't do anything different they could just double the storage in the iMac Pro from 1Tb base to 2Tb and charge no extra. They could also slash the price of the existing base 2017 iMac Pro and run it as a base SKU under a 2020 refresh model - if that comes out in Q4 with mini LED and a full redesign.
2. Apple could negotiate further discounted W22xx Intel Xeons if they make a bigger order - this pays for the mini LED display upgrade. And they'd get more revenue through creating a lower SKU without the mini LED screen as a lifeboat for the 'pro' iMac users who don't want the 24" panel - that's an upsell.
3. Regarding Point 1, Apple have to fit an updated Titan Ridge controller so iMac Pro 2020 users can connect up the 6k 32" Pro XDR model and get the full 6k display.
The iMac Pro 2017 differs from the iMac Pro 2019 in being unable to drive the Pro Display XDR at 6k. This alone should be an impetus for doing the engineering work for a full iMac Pro refresh but you also calculate the fact that the W22xx CPU have higher TDP and Apple should add in an improved cooling system to cope with that and the RNDA CPUs that will be around. In fact they could leave the iMac Pro till RDNA2 comes up which lines up with a Q4 release with mini LED.
That said, it still doesn't stop Apple from keeping the 2017 iMac Pro in the line-up - it makes it a useful upset for the very small number of people who want to use a Pro Display XDR as a second screen.
4. No Apple won't make a 'decontented' 32" 6k iMac Pro - it would cost too much if such a procedure even existed and would disrupt their own product lines!
5. From my previous posts, if Apple did make a 32" iMac it would be 6k to keep the same 218ppi resolution - just as my calculation at 218ppi makes a 24" 4.6k panel 'the missing link' - it's a 21.5" 4k monitor for those who need a bigger screen size. By external monitors keeping the same PPI users could move windows between viewports without them changing size.
Comparing iMac to iMac Pro Today
Let's for one moment forget that Apple are probably able to double SSD storage for no additional cost. Let's spec up an iMac to something similar:
8 core i9, 32gb, Radeon Pro Vega 48, 1Tb SSD = $4049
The iMac Pro has 8 extra threads (with a lower base clock), Vega 56, faster SSD (RAID configuration), 10Gig Ethernet, and 4 Thunderbolt 3 ports for your extra $950. I daresay that Apple could even make the 10Gig optional on a base spec iMac Pro 2020 if they were to keeping the 2017 one around - it's a $100 option in the Mac mini after all.
I contend that Apple could close that gap with the next iMac Pro but let's first consider the minimum that Apple have to do to get the next iMac to all-SSD with T2.
Using the iMac configurator in the US Apple store I make that for a 512Gb SSD upgrade (remember Apple would be able to afford to double the storage to 1Tb) bottom SKU makes that cost $2099. Add $200 for the T2 and you're looking at $2299 for a base model iMac. Thats a straight-up $400-500 increase in price. The top SKU would probably have to come with 1Tb SSD at today's prices and cost $2799 for example.
It's even worse with the iMac 21.5" models - the base non retina only has a 256Gb SSD option which could bring the price close to $1499 with T2. The other two SKUs would jump to $1699 and $1899 respectively which is hellishly steep.
Did you think perhaps that Fusion Drive would co-exist with T2?
Summing Up
I doubt Apple's marketing department would enjoy trying to sell a significant price uplift in the current climate - you can see evidence of that with Apple's decision to just double the storage on the Mac mini and from what I read it's not even technically a 2020 model.
There's probably a couple of ways to do the same spec bump on the iMac but neither will help with getting the T2 CPU into the entire Mac range - more engineering is required.
Either way, the way. would see an upsell is to get 21.5" (and some 27") people to spend more on a lighter and more compact 24" iMac, and anyone wanting a 27" iMac pays more for a (discounted) iMac Pro.
Edge cases buy a Mac mini and pair it with the monitor(s) of their choice. And because the 2018/2020 Mini carries on existing for maybe another 18 months maybe Apple keeps a 2019 21.5" iMac (also sporting the 65w Coffee Lake CPUs) hanging around a bit longer too.
I'm not saying that a 27" non Pro iMac with all SSD is never going to happen but a $400-$500 price increase across the board for potentially less storage than people had before isn't going to go down well.