
"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). In early April, I went through nearly every Mac configuration available—every processor, RAM, storage, and color option, plus every possible combination of each."
"I only skipped features like nano-texture display options or iMac VESA mounts. For models with specific shipping dates, I tracked both the soonest and the latest each model could arrive; for models that listed availability as "weeks" or "months" out, I converted those to dates using the current date at the time. I did this for 423 discrete"
Apple’s Macintosh line remains strong after more than 40 years, with recent momentum attributed to a new low-cost MacBook model attracting new buyers. Production and sales are limited by supply constraints across several Mac models, worsened by less flexibility in the supply chain than Apple previously experienced. Apple also expects significantly higher RAM prices than before. Shortages extend beyond RAM to storage and advanced chipmaking capacity, reducing the number of Macs Apple can build relative to demand. Ongoing inventory changes and shipping estimate fluctuations for models like the MacBook Neo indicate persistent availability pressure. A data-driven approach tracked shipping windows across hundreds of Mac configurations to quantify these constraints over time.
Read at Ars Technica
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