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Comment by ksec | Hacker News Reader

It is the SoC, not the memory as reported in the earning call. And lead time for SOC is 3-4 months. i.e even if they decided to increase order in March, if would be at least until July those volumes reaches warehouse ready to be shipped. And that is assuming there are spare capacity from TSMC for Apple to order, right now there is very little to none.

What annoys me most isn't the Mac Studio and Mini. It is the Neo. Someone must have done a poor job in demand planing. ( As well as pricing ). Only 5M unit till the end of the year when they are now increasing it to 10M. And it will likely miss this education's year cycle in the summer.

Hopefully they do better with A19 Pro Neo. Mac could reach up to 400M to 500M usage share. Roughly 25% of PC market.

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Historically whenever they’ve done lower price products - iPhone SE, the current E editions, etc - they’ve sold poorly, that’s what probably got them.

The thing is that the Neo is actually useful.

I disagree.

I am old enough to remember the iPod nano -- Especially the 2nd generation. They were effectively low-priced and smaller iPods.

Apple sold millions of these much much quicker than the iPods and iPod minis (which came right before). Especially in 2006, it was _the_ "Christmas gift" just before the iPhone, iPod touch and later iPad mini took over. Possibly Steve Jobs' demo where he showed how they fit into the otherwise useless small jeans pocket helped convince the world.

The iPod nano effectively wiped out the competing music player market.

The Neo reminds me of the iPod nano and iPad mini. It is smaller and cheaper version of an existing successful product.

I think the iPhone SE and E are the outliers.

I think the outliers have burned them more recently and even Apple loses historical memory over time.

That said I remember everything you said and 100% agree - the nano killed everything around it. It’s been awhile since Apple had a similar home run; not an excuse for the clear lack of vision/leadership but a factor nonetheless.

It reminds me of when the Mac LC came out. We waited months to receive ours.

>It is the SoC, not the memory as reported in the earning call.

Is the memory not part of the SoC?

It’s a separate die, even in chips like the phone ones where it’s in the same package as the SoC.

Ah, right. I always thought a SoC was just a cpu * gpu and ram. Full package.

TSMC needs to get that phoenix fab churning out M5 cores pronto

Rightly deserved

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