Apple is planning to launch a new 13.3-inch MacBook Pro and a new iMac that run on Apple's own Arm-based processors instead of Intel chips, TF International Securities analyst Ming-Chi Kuo said in a note over the weekend.
"We expect that ARM Mac models outperform Intel Mac models by over 50%-100%," Kuo said in the note.
Kuo expects the first of Apple's new computers, which include an "all-new form factor design iMac," to launch late in the fourth quarter of 2020 or during the first quarter of 2021 at the earliest. Today's Mac apps were designed to run on Intel chips, but Apple's macOS Catalina software, which powers Macs and was released in October 2019, includes Apple's Catalyst technology. It allows developers to bring iPad and iPhone apps to the Mac. One area Apple will need to discuss, however, is how developers who have written apps
only for the Mac will be able to port those over to the new chips too. In theory, it should be easier for developers to make apps that run across all Apple devices once they're all powered by the same chips. Despite these potential obstacles, Kuo said TF International securities believes "shipments and market share of MacBook will significantly grow, thanks to the adoption of the Apple processor" and a new type of screen called a mini LED display. The processor and screen "will improve the user experience significantly," Kuo said.
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