There are a couple signs of strain beyond the MacBook Neo and the desktops.
The Apple Macintosh is more than 40 years old, but it’s still going strong, and its recent success was significant enough that Apple CEO Tim Cook called it out during the company’s earnings call last week. In particular, Cook credited the new low-cost MacBook Neo, which Apple says is attracting a fair number of new Mac buyers rather than simply prompting upgrades from previous customers.
But Cook also noted that the Mac’s success was being held back somewhat by “supply constraints… on several Mac models,” which was exacerbated by “less flexibility in the supply chain” than Apple was used to; the company also expects to pay “significantly higher” prices for RAM than it has been so far. In other words, shortages of everything from RAM to storage to advanced chipmaking capacity are making it harder for Apple to produce as many Macs as it can sell.
Sites that track Apple news currently post multiple times a month about Mac shortages, noting each time Apple removes a Mac mini model from its online store and religiously reporting on shipping estimates for the MacBook Neo. But because those spot checks only account for Apple’s inventory at a moment in time, I did what I sometimes do when I want to back up vibes with empirical data: I made a big spreadsheet (the full thing is here; only a few representative snippets appear in the article below).
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