Rumor: Supply chain sources indicate updates to various Macs in coming months

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Date: Thursday, May 5th, 2011, 03:03
Category: Hardware, Rumor

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When in doubt, check the supply chain.

Per AppleInsider, analyst Shaw Wu has conferred with sources along Apple’s supply chain and has noted that Apple plans to refresh the rest of its Mac lineup, which would include the MacBook, Mac Pro, Mac Mini and MacBook Air, “in upcoming months.”

Not included on Wu’s list are the MacBook Pro, which underwent a refresh in February, and the iMac, which saw a new version on Tuesday. Both products saw a transition to Intel’s new Sandy Bridge processors and the addition of the new high-speed Thunderbolt input/output port.

Wu believes the MacBook refresh is especially important because the entry-level notebook represents roughly one-third of Apple’s portable business, which itself has grown to 73% of all Mac sales. The last update for the MacBook came in May 2010.

As for the other Macs, the Mac Mini was most recently refreshed in June 2010, while the Mac Pro saw an update last July and the MacBook Air received a substantial upgrade last October. Wu sees the upcoming Mac refreshes as offsetting “a very minor cannibalistic impact” that the iPad 2 could have on Apple’s Mac business.

In February, a report claimed that Apple will replace the MacBook Air’s aging Core 2 Duo chip with the current Sandy Bridge processors in June.

In his note, Wu told investors that Tuesday’s iMac refresh stands as “a worthy upgrade” and should help “reinvigorate” Mac’s desktop business, which has declined to 27% of Macs shipped. Sales of Mac desktops actually dropped by 12% year over year last quarter, compared to 53% year over year growth for portable Macs.

Stay tuned for additional details as they become available.

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