Based on current information, when do we think the first Apple Silicon Mac will be (a) announced and (b) on sale (online / in-store)?
What model will the first ASi Mac be? Brand new MacBook with 12-14" screen? MacBook Air without redesign? MBP 13 without redesign? Something else?
What will the CPU/GPU specifications be?
My guesstimates:
1) Announced in last week of October (with iPhone 12)
2) Released last week of November / first week of December - pre-order available on the day of the announcement
3) It will be a new MacBook with a 12.9" display - I think Apple will want to differentiate it as something brand new, and not re-use current designs.
4) 4 + 4 core (Lightning/Thunder) CPU, 6 core GPU - based on A14
What's your guess?
Regarding your guess:
Apple isn't going to introduce their first Apple Silicon Mac as having an all-new design. If they do introduce an all-new design, it will be alongside a Mac with a current design. They will need a Mac that is externally identical to prove the difference between the two processor architectures. This is all marketing/psychology. But they'll do it. They did it last transition and it made just as much sense to do it then as it does now.
They're likely not introducing a 12.9" MacBook as a battery with the same physical dimensions as the battery for the current MacBook Air (but with lower wattage) just leaked. So, we're at least getting another MacBook Air at the current size (which would leave little room for anything 12.9" or smaller).
They are going with something A14 based, but likely LOW-END Macs (being seen as needing a little more power than iPad Pros) are likely getting 8 + 4 core CPU with an 8-core GPU MINIMUM. Again, they're going to price these Macs higher than they do the iPad Pros and want them to be proportionately more powerful.
Regarding my guess:
1) Announced in October, shipping in November (no earlier than the public launch of the Intel version of Big Sur)
2) Either a MacBook Air or a 13" MacBook Pro (if the former, then it subsumes the current 2-Port 13" MacBook Pro, if the latter than all 13" MacBook Pros become 4-port) with whichever one retaining the same body style as the current models alongside a 24" iMac with an all new design and same footprint as the current 21.5" iMac; either way, the 21.5" iMac and 2-port 13" MacBook Pros would both be discontinued on the spot (so that Apple can remove more 8th Gen Intel Macs from sale)
3) The MacBook Air would at least leverage an 8 + 4 A14-based CPU of a new family type (could be "T3", could be "A14M", could be something else; likely won't be A14X or A14Z as that seems reserved for iPads and Apple TV in marketing). Depending on how much they want to differentiate the smaller sized "Pro" notebook, the would-be 13" MacBook Pro could have 8 + 4 but with higher GPU cores, or just have more CPU cores as well. Certainly the 24" iMac will have more than 8 + 4.